Integrate Zendesk Sell with InvoiceXpress

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

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Create an estimate in your InvoiceXpress when a new deal is created in Zendesk Sell

Effortlessly create accurate estimates in your invoicing software every time, without any manual input. This flow will create an estimate in your InvoiceXpress when a new deal is created in Zendesk Sell.

How it works
  1. The flow triggers when a new deal is created in Zendesk Sell.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Create an estimate in your InvoiceXpress when a new deal is created in Zendesk Sell

Zendesk Sell + InvoiceXpress

Build your own integrations between Zendesk Sell and InvoiceXpress

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Supported triggers and actions

Integrate Zendesk Sell and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Contact

Triggers when a new contact is created

New Lead

Triggers when a new lead is created

New Deal

Triggers when a new deal is created

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 Contact

Creates a new contact

Create Lead

Creates a new lead

Create Deal

Create a new 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 Zendesk Sell?

Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.

CRM Sales Automation

What is InvoiceXpress?

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

Proposals & Invoices

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Logic

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Custom functions

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Technical Engineer, Master Liveaboards

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