Integrate InvoiceXpress with Podio
Send information between InvoiceXpress and Podio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Podio when a 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 Podio 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 Podio.
Create a new task in Podio when a order is created in InvoiceXpress
InvoiceXpress + Podio
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Supported triggers and actions
Integrate InvoiceXpress and Podio 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
Update Item
Triggers when an existing item is updated
New Organization
Triggers when a new organization is created
New Item
Triggers when a new item is created
New Task
Triggers when a new task is created in the selected workspace
New Application
Triggers when a new app is created in the selected workspace
New Workspace
Triggers when a new workspace is created
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 Task
Creates a new task
Create Status
Creates a new status in the selected workspace
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Podio?
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.
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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
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
