Integrate InvoiceXpress with Active Collab

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

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Create a new task in Active Collab when a order is created in InvoiceXpress

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Active Collab when a order is created 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 Active Collab.
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Create a new task in Active Collab when a order is created in InvoiceXpress

InvoiceXpress + Active Collab

Build your own integrations between InvoiceXpress and Active Collab

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Supported triggers and actions

Integrate InvoiceXpress and Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Client added

Triggers when a new client is added

Item added

Triggers when a new item is added

Estimate created

Triggers when a new estimate is created

Invoice created

Triggers when a new invoice is created

Purchase order added

Triggers when a new purchase order is added

Task created

Triggers when a new task is created

Comment added

Triggers when a comment is added to an object

Task closed

Triggers when a task is closed

Task list created

Triggers when a new task list is created in a project

Task moved

Triggers when a task is moved from one task list to another

Project created

Triggers when a new project is created

Task updated

Triggers when the details of an existing task is updated

All Actions - Actions are the automated tasks

Create item

Creates a new item

Create client

Creates a new client

Create purchase order

Creates a new purchase order

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.

Add comment to task

Creates a new comment in the selected task

Add comment to discussion

Adds a new comment to discussion

Create task

Creates a new task

Create company

Creates a new company

Create project

Creates a new project

Move task

Moves the specified task to the selected task list

Fetch task

Fetches the details of an existing task

Fetch user

Fetches the details of an existing user by email address

What is InvoiceXpress?

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

Accounting

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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