![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Integrate InvoiceXpress with Insightly
Send information between InvoiceXpress and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create a new task in Insightly when a new order is created in InvoiceXpress
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightly whenever a new order is placed in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in Insightly.
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create a new task in Insightly when a new order is created in InvoiceXpress
InvoiceXpress + Insightly
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between InvoiceXpress and Insightly
Connect InvoiceXpress and Insightly 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 InvoiceXpress and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
Client added
Triggers when a new client is added
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
Item added
Triggers when a new item is added
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
Estimate created
Triggers when a new estimate is created
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
Purchase order added
Triggers when a new purchase order is added
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create item
Creates a new item
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create client
Creates a new client
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create purchase order
Creates a new purchase order
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create estimate
Creates a new quote, proforma or fees note.
![](https://flow-in-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-in-public.nimbuspop.com/flow-apps/insightly.png)
Create Opportunity
Creates a new opportunity
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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