Integrate InvoiceXpress with Yodiz
Send information between InvoiceXpress and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Yodiz when a new order is created in InvoiceXpress
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Yodiz 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 the selected user story in Yodiz.
Create a new task in Yodiz when a new order is created in InvoiceXpress
InvoiceXpress + Yodiz
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Supported triggers and actions
Integrate InvoiceXpress and Yodiz 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
User story created
Triggers when a new user story is created
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue is created
Epic created
Triggers when a new epic 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
Update epic
Updates the details of an existing epic
Create user story
Creates a new user story
Update issue
Updates the details of an existing issue
Create epic
Creates a new epic
Create issue
Creates a new issue
Update user story
Updates the details of an existing user story
Create task
Creates a new task in the selected user story
Update task
Updates the details of an existing task
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
