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.
Similar apps
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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
