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Integrate Kylas with InvoiceXpress
Send information between Kylas and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Kylas
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your InvoiceXpress when a new deal is created in Kylas.
How it works
- The flow triggers when a deal is created or updated in Kylas.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Kylas
Kylas + InvoiceXpress
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Create an invoice in InvoiceXpress for newly acquired deals in Kylas
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in InvoiceXpress whenever a deal is closed in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new invoice, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
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Create an invoice in InvoiceXpress for newly acquired deals in Kylas
Kylas + InvoiceXpress
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Build your own integrations between Kylas and InvoiceXpress
Connect Kylas and InvoiceXpress with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Kylas and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact updated
Triggers when the details of an existing contact are updated
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Deal created
Triggers when a new deal is created
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Deal updated
Triggers when the details of an existing deal are updated
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Task created
Triggers when a new task is created
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Task updated
Triggers when the details of an existing task are updated
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Company updated
Triggers when the details of an existing company are updated
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Company created or updated
Triggers when a company is created or updated
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Contact created or updated
Triggers when a contact is created or updated
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Lead updated
Triggers when the details of an existing lead are updated
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Lead created
Triggers when a new lead is created
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Lead created or updated
Triggers when a lead is created or updated
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Call logs created or updated
Triggers when a call log is created or updated
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Company created
Triggers when a new company is created
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Task created or updated
Triggers when a task is created or updated
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Contact created
Triggers when a new contact is created
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Deal created or updated
Triggers when a deal is created or updated
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Invoice created
Triggers when a new invoice is created
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Estimate created
Triggers when a new estimate is created
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Purchase order added
Triggers when a new purchase order is added
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Item added
Triggers when a new item is added
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Client added
Triggers when a new client is added
All Actions - Actions are the automated tasks
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Create lead
Creates a new lead
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Create product or service
Creates a new product or service
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Create contact
Creates a new contact
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create task
Creates a new task
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Update product or service
Updates the details of an existing product or service
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Close deal
Closes the specified deal
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Update task
Updates the details of an existing task
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Update contact
Updates the details of an existing contact
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Update deal
Updates the details of an existing deal
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Update lead
Updates the details of an existing lead
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Update company
Updates the details of an existing company
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Close lead
Close the specified lead
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Fetch company
Fetches the details of an existing company using ID
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Fetch task
Fetches the details of an existing task using ID
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Fetch lead
Fetches the details of an existing lead using ID
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch product or service
Fetches the details of an existing product or service using ID
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Fetch deal
Fetches the details of an existing deal using ID
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Create client
Creates a new client
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Create item
Creates a new item
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Create estimate
Creates a new quote, proforma or fees note.
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Create purchase order
Creates a new purchase order
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Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
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Fetch client by ID
Fetches the details of an existing client by id
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Fetch client by code
Fetches the details of an existing client by code
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >