Integrate InvoiceXpress with Roll
Send information between InvoiceXpress and Roll automatically, without writing any code, using Zoho Flow.
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Create a new task in Roll when a order is created in InvoiceXpress
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in Roll 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 Roll.
Create a new task in Roll when a order is created in InvoiceXpress
InvoiceXpress + Roll
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Supported triggers and actions
Integrate InvoiceXpress and Roll 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
Project created
Triggers when a new project is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task is created
Company created
Triggers when a new company 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 company
Creates a new company
Create task
Creates a new task
Create project
Creates a new project
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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Learn more >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
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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
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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.
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