Integrate Kizen with InvoiceXpress

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

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Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Kizen

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will automatically generate an estimate within your InvoiceXpress whenever a new deal is created in Kizen.

How it works
  1. The flow triggers when a new deal is created in Kizen.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Kizen

Kizen + InvoiceXpress

Build your own integrations between Kizen and InvoiceXpress

Connect Kizen and InvoiceXpress with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Kizen and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company added

Triggers when a new company is added

Deal created

Triggers when a new deal is created

Form submission made

Triggers when a new submission is received for an existing form

Contact added

Triggers when a new contact is added

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

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Update company

Updates the details of an existing company

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Fetch company

Fetches the details of an existing company

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

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

What is Kizen?

Kizen is a cloud-based CRM suite for small and midsize businesses. It offers features such as contact and lead management, form automation, email syncing, business intelligence, and more.

CRM

What is InvoiceXpress?

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

Proposals & Invoices

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

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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CEO, Lakeside CNC Group

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Technical Engineer, Master Liveaboards

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