Integrate InvoiceXpress with TeamWave

Send information between InvoiceXpress and TeamWave automatically, without writing any code, using Zoho Flow.

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Initiate a new task in TeamWave whenever an order is created in InvoiceXpress

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in TeamWave when a order is created 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 TeamWave.
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Initiate a new task in TeamWave whenever an order is created in InvoiceXpress

InvoiceXpress + TeamWave

Build your own integrations between InvoiceXpress and TeamWave

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Supported triggers and actions

Integrate InvoiceXpress and TeamWave 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

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 milestone

Creates a new milestone

Create activity

Creates a new activity

Create project

Creates a new project

Create deal

Creates a new deal

Create task

Creates a new task

Create organization

Creates a new organization

Create event

Creates a new event

Create person

Creates a new person

Create task list

Creates a new task list

Update event

Update the details of an existing event

Update organization

Updates the details of an existing organization

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

What is InvoiceXpress?

InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.

Accounting

What is TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR Project Management

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Logic

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Custom functions

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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