Integrate InvoiceXpress with JobNimbus
Send information between InvoiceXpress and JobNimbus automatically, without writing any code, using Zoho Flow.
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Create a new task in JobNimbus when a order is created in InvoiceXpress
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in JobNimbus each time a new order is made in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in JobNimbus.
Create a new task in JobNimbus when a order is created in InvoiceXpress
InvoiceXpress + JobNimbus
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Supported triggers and actions
Integrate InvoiceXpress and JobNimbus using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created
Purchase order added
Triggers when a new purchase order is added
Item added
Triggers when a new item is added
Client added
Triggers when a new client is added
Task created
Triggers when a new task is created
Activity created or updated
Triggers when an activity is created or updated
Contact created or updated
Triggers when a contact is created or updated
Job created or updated
Triggers when a job is created or updated
Task created or updated
Triggers when a task is created or updated
Contact created
Triggers when a new contact is created
Task updated
Triggers when the details of an existing task are updated
Activity updated
Triggers when the details of an existing activity are updated
Contact updated
Triggers when the details of an existing contact are updated
Activity created
Triggers when a new activity is created
Job updated
Triggers when the details of an existing job are updated
Job created
Triggers when a new job is created
All Actions - Actions are the automated tasks
Create client
Creates a new client
Create item
Creates a new item
Create estimate
Creates a new quote, proforma or fees note.
Create purchase order
Creates a new purchase order
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Fetch client by ID
Fetches the details of an existing client by id
Fetch client by code
Fetches the details of an existing client by code
Create task
Creates a new task
Create contact
Creates a new contact
Create activity
Creates a new activity
Create job
Creates a new job
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update activity
Updates the details of an existing activity
Update job
Updates the details of an existing job
Fetch task
Fetches the details of an existing task using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch job
Fetches the details of an existing job using ID
Fetch contact
Fetches the details of an existing contact using ID
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
