Integrate InvoiceXpress with Microsoft To-Do
Send information between InvoiceXpress and Microsoft To-Do automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Microsoft To-Do when a new order is created in InvoiceXpress
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Microsoft To-Do whenever a new order is placed in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in Microsoft To-Do.
Create a new task in Microsoft To-Do when a new order is created in InvoiceXpress
InvoiceXpress + Microsoft To-Do
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Supported triggers and actions
Integrate InvoiceXpress and Microsoft To-Do 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 completed
Triggers when an existing task is completed
List created
Triggers when a new list is created
Task created
Triggers when a new task is created
Task updated
Triggers when the details of an existing task are updated
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
Mark task as completed
Marks the specified task as completed
Create task
Creates a new task
Create list
Creates a new list
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task by subject or ID
Fetch list
Fetches the details of an existing list by name or ID
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Microsoft To-Do?
Microsoft To-Do is a task management application that lets you plan your day with tasks, keep track of deadlines with reminders, and share lists to collaborate on projects.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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