Integrate Moskit with InvoiceXpress

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

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Create an estimate in your InvoiceXpress when a new deal is created in Moskit

Automate the generation of estimates for new deals in your relationship management software to streamline sales and accounting processes. This flow will create an estimate in your InvoiceXpress when a new deal is created in Moskit.

How it works
  1. The flow triggers when a new deal is created in Moskit.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Create an estimate in your InvoiceXpress when a new deal is created in Moskit

Moskit + InvoiceXpress

Build your own integrations between Moskit and InvoiceXpress

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Supported triggers and actions

Integrate Moskit and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Activity

Triggers when a new activity is created

New Company

Triggers when a new company is created

New Contact

Triggers when a new contact is created

New Deal

Triggers when a new deal is created

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 Company

Creates a new company

Create Deal

Creates a new deal

Create Contact

Creates a new contact

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

What is Moskit?

Moskit is CRM software that lets you manage your sales and business from one place. You can keep track of all negotiations with powerful reports to plan for better results.

CRM

What is InvoiceXpress?

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

Accounting

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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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

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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