Integrate InvoiceXpress with Aero Workflow
Send information between InvoiceXpress and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Aero Workflow when a new order is created in InvoiceXpress
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Aero Workflow whenever a new order is placed in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in Aero Workflow.
Create a new task in Aero Workflow when a new order is created in InvoiceXpress
InvoiceXpress + Aero Workflow
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Supported triggers and actions
Integrate InvoiceXpress and Aero Workflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Estimate created
Triggers when a new estimate is created
Invoice created
Triggers when a new invoice is created
Client added
Triggers when a new client is added
Item added
Triggers when a new item is added
Purchase order added
Triggers when a new purchase order is added
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create purchase order
Creates a new purchase order
Create item
Creates a new item
Create estimate
Creates a new quote, proforma or fees note.
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Create client
Creates a new client
Create contact
Creates a new contact
Create email
Creates a new email
Create appointment
Creates a new appointment
Create task
Creates a new task
Create company
Creates a new company
Fetch contact
Fetch details of a contact by ID
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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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 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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
