Integrate Cloze with InvoiceXpress
Send information between Cloze and InvoiceXpress automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Cloze and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company changed
Triggers when a company is changed.
Person Change
Triggers when a person is changed.
Project Change
Triggers when a project is changed.
Purchase order added
Triggers when a new purchase order 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
All Actions - Actions are the automated tasks
Create or update a company
Creates a company. If it already exists, updates the details of the company.
Create or update a project
Creates or updates a project
Create communication
Creates a new communication record
Create timeline event
Creates a new timeline event
Create ToDo
Creates a new ToDo
Create a note
Creates or updates a note
Create or update person
Creates a person. If the record already exists, updates the details of that person.
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 purchase order
Creates a new purchase order
What is Cloze?
Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
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Webhook triggers
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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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