Integrate InvoiceXpress with Agiled

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

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Create a new task in Agiled when a new order is created in InvoiceXpress

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Agiled when a order is created in InvoiceXpress.

How it works
  1. The flow triggers when a new purchase order is added in InvoiceXpress.
  2. Zoho Flow creates a new task in Agiled.
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Create a new task in Agiled when a new order is created in InvoiceXpress

InvoiceXpress + Agiled

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Supported triggers and actions

Integrate InvoiceXpress and Agiled 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

Product created

Triggers when a new product is created

Lead created

Triggers when a new lead is created

Client created

Triggers when a new client is created

Contract created

Triggers when a new contract is created

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task 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 employee

Creates a new employee

Create task

Creates a new task

Create project

Creates a new project

Create product

Creates a new product

Create lead

Creates a new lead

Create client

Creates a new client

Create expense

Creates a new expense

Create ticket

Creates a new ticket

Create contract

Creates a new contract

Update employee

Updates the details of an existing employee

Update project

Updates the details of an existing project

Update contract

Updates the details of an existing contract

Update product

Updates the details of an existing product

Update lead

Updates the details of an existing lead

Fetch tax

Fetches the list of existing taxes

What is InvoiceXpress?

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

Proposals & Invoices

What is Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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