Integrate InvoiceXpress with Trigger

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

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Initiate a new task in Trigger whenever an 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 Trigger each time a new order is made 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 in the selected project in Trigger.
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Initiate a new task in Trigger whenever an order is created in InvoiceXpress

InvoiceXpress + Trigger

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Supported triggers and actions

Integrate InvoiceXpress and Trigger 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 task

Triggers when a new task is created

New project

Triggers when a new project is created

New company

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 project

Creates a new project

Create task

Create a new task in the selected project

Create company

Creates a new company

What is InvoiceXpress?

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

Proposals & Invoices

What is Trigger?

Trigger is a project management application that lets you track time, get updates on certain or all tasks, and create invoices from time sheets.

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

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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