Integrate InvoiceXpress with Yodiz

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

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Create a new task in Yodiz when a new order is created in InvoiceXpress

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Yodiz 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 user story in Yodiz.
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Create a new task in Yodiz when a new order is created in InvoiceXpress

InvoiceXpress + Yodiz

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Supported triggers and actions

Integrate InvoiceXpress and Yodiz 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

Task created

Triggers when a new task is created in a user story

Epic created

Triggers when a new epic is created

User story created

Triggers when a new user story is created

Issue created

Triggers when a new issue 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 issue

Creates a new issue

Update issue

Updates the details of an existing issue

Update user story

Updates the details of an existing user story

Create task

Creates a new task in the selected user story

Update epic

Updates the details of an existing epic

Create user story

Creates a new user story

Create epic

Creates a new epic

Update task

Updates the details of an existing task

What is InvoiceXpress?

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

Proposals & Invoices

What is Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

Project Management

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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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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