Integrate InvoiceXpress with Aero Workflow
Send information between InvoiceXpress and Aero Workflow automatically, without writing any code, using Zoho Flow.
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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.
Similar apps
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.
Similar apps
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.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
Harnoor Abroll
Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
