Integrate InvoiceXpress with Microsoft To-Do

Send information between InvoiceXpress and Microsoft To-Do automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new purchase order is added in InvoiceXpress.
  2. Zoho Flow creates a new task in Microsoft To-Do.
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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.

Accounting

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.

Microsoft To-Do Lists

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.

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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

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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