Integrate Zendesk Sell with InvoiceXpress
Send information between Zendesk Sell 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 Zendesk Sell
Effortlessly create accurate estimates in your invoicing software every time, without any manual input. This flow will create an estimate in your InvoiceXpress when a new deal is created in Zendesk Sell.
How it works
- The flow triggers when a new deal is created in Zendesk Sell.
- 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 Zendesk Sell
Zendesk Sell + InvoiceXpress
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Supported triggers and actions
Integrate Zendesk Sell and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Lead created
Triggers when a new lead 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 task
Create a new task
Create lead
Creates a new lead
Create task
Create a new task
Create contact
Creates a new contact
Create deal
Create a new deal
Update deal
Updates the details of an existing deal by ID
Update lead
Updates the details of an existing lead by ID
Fetch lead
Fetch the details of the existing lead by email address
Fetch user
Fetch the details of the existing user by email address
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 Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
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