Integrate InvoiceXpress with Toodledo

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

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Initiate a new task in Toodledo whenever an order is created in InvoiceXpress

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Toodledo whenever an 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 with no folder assigned in Toodledo.
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Initiate a new task in Toodledo whenever an order is created in InvoiceXpress

InvoiceXpress + Toodledo

Build your own integrations between InvoiceXpress and Toodledo

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Supported triggers and actions

Integrate InvoiceXpress and Toodledo 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 Folder

Triggers when a new folder is created

New Task

Triggers when a new task is created

New Note

Triggers when a new note 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

Creater Folder

Creates a new folder

Create Task

Creates a new task with no folder assigned

Create Note

Creates a new note in the selected folder

What is InvoiceXpress?

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

Proposals & Invoices

What is Toodledo?

Toodledo is a task manager that lets you prioritize, sort, and manage your tasks. You can set goals, schedule reminders, and collaborate with your team to track your success.

Notes To Do Lists

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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

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

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