Integrate InvoiceXpress with MeisterTask
Send information between InvoiceXpress and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in MeisterTask when a new order is created in InvoiceXpress
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in MeisterTask each time a new order is made in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in the selected section in MeisterTask.
Create a new task in MeisterTask when a new order is created in InvoiceXpress
InvoiceXpress + MeisterTask
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Supported triggers and actions
Integrate InvoiceXpress and MeisterTask 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 section
Triggers when a new section is created
New task in project
Triggers when a new task is created in the selected project
New project
Triggers when a new project is created
New task in section
Triggers when a new task is added in the selected section
New person
Triggers when a new person is added to a project
Task completed
Triggers when a task is completed
New 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 task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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