Integrate Aero Workflow with InvoiceXpress
Send information between Aero Workflow and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Aero Workflow when a new order is created in InvoiceXpress
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Aero Workflow 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 Aero Workflow.
Create a new task in Aero Workflow when a new order is created in InvoiceXpress
InvoiceXpress + Aero Workflow
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Supported triggers and actions
Integrate Aero Workflow and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Client added
Triggers when a new client is added
Estimate created
Triggers when a new estimate is created
Invoice created
Triggers when a new invoice is created
Item added
Triggers when a new item is added
Purchase order added
Triggers when a new purchase order is added
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create task
Creates a new task
Create appointment
Creates a new appointment
Create email
Creates a new email
Create company
Creates a new company
Fetch contact
Fetches details of an existing contact by ID
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Create client
Creates a new client
Create item
Creates a new item
Create estimate
Creates a new quote, proforma or fees note.
Create purchase order
Creates a new purchase order
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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 >
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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