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
- The flow triggers when a new deal is created in Moskit.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Create an estimate in your InvoiceXpress when a new deal is created in Moskit
Moskit + 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.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
Build comprehensive workflows using
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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