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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Learn more >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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
