Integrate InvoiceXpress with Forecast
Send information between InvoiceXpress and Forecast automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Forecast whenever an order is created in InvoiceXpress
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Forecast when a order is created in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in Forecast.
Initiate a new task in Forecast whenever an order is created in InvoiceXpress
InvoiceXpress + Forecast
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Supported triggers and actions
Integrate InvoiceXpress and Forecast 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
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
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.
Create subtask
Creates a new sub task/to-do
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create client
Creates a new client
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create sprint
Creates a new sprint in the selected project
Fetch label
Fetches an existing label by name
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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