Integrate InvoiceXpress with LiquidPlanner
Send information between InvoiceXpress and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in LiquidPlanner when a new order is created in InvoiceXpress
Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in LiquidPlanner each time a new order is made in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in LiquidPlanner.
Create a new task in LiquidPlanner when a new order is created in InvoiceXpress
InvoiceXpress + LiquidPlanner
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Supported triggers and actions
Integrate InvoiceXpress and LiquidPlanner 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 or updated comment
Triggers when a comment is created or updated
New or updated document
Triggers when a document is created or updated
New or updated task
Triggers when a task is created or updated
New or updated package
Triggers when a package is added or updated
New or updated project
Triggers when a project is created or updated
New or updated client
Triggers when a new client is added or details of an existing client are 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.
Create a milestone
Creates a new milestone
Create an event
Create a full day event
Create a package
Creates a new package
Create a project
Creates a new project
Create folder
Creates a new folder
Create a task
Creates a new task
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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