Integrate Teamleader with InvoiceXpress
Send information between Teamleader and InvoiceXpress automatically, without writing any code, using Zoho Flow.
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Create an estimate in InvoiceXpress for every new deal created in your Teamleader
Effortlessly create accurate estimates in your invoicing software every time, without any manual input. This flow will prepare an estimate in InvoiceXpress for a new deal created in your Teamleader.
How it works
- The flow triggers when a new deal is created in Teamleader.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Create an estimate in InvoiceXpress for every new deal created in your Teamleader
Teamleader + InvoiceXpress
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Supported triggers and actions
Integrate Teamleader and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added
Triggers when a new contact is added
Time tracking updated
Triggers when the details of an existing time tracking are updated
Invoice booked
Triggers when an invoice is booked
Time tracking created
Triggers when a new time tracking is created
Invoice paid
Triggers when an invoice is paid
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
Deal accepted
Triggers when a deal is accepted
Deal created
Triggers when a new deal is created
Project created
Triggers when a new project is created
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
All Actions - Actions are the automated tasks
Create project
Creates a new project
Link contact to company
Links a contact to the specified company
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
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.
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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