Integrate InvoiceXpress with Wrike
Send information between InvoiceXpress and Wrike automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Wrike whenever an order is created in InvoiceXpress
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Wrike 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 under the selected folder or project in Wrike.
Initiate a new task in Wrike whenever an order is created in InvoiceXpress
InvoiceXpress + Wrike
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Supported triggers and actions
Integrate InvoiceXpress and Wrike 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
Project status updated
Triggers when the status of a project is updated
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Comment added for task
Triggers when a new comment is added for a task
Folder or project created
Triggers when a new folder or project is created
Task status updated
Triggers when the status of a task is updated
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Task event occurred
Triggers when an event has occurred in a task
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
Task created
Triggers when a new task 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 project
Creates a new project under the selected folder
Create task
Creates a new task under the selected folder or project
Create folder
Creates a new folder under the selected parent folder
Add comment to task
Adds a comment to the specified task
Add comment to folder or project
Adds a comment to the selected folder or project
Create time log entry
Creates a new time log entry for the specified task
Fetch user
Fetches the details of an existing user
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch folder or project
Fetches the details of an existing folder or project
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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