Integrate Gro CRM with InvoiceXpress

Send information between Gro CRM and InvoiceXpress automatically, without writing any code, using Zoho Flow.

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Create an estimate in your InvoiceXpress when a new deal is created in Gro CRM

Generate estimates instantly when a deal is created in your relationship management software, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your InvoiceXpress whenever a new deal is created in Gro CRM.

How it works
  1. The flow triggers when a new deal is created in Gro CRM.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Create an estimate in your InvoiceXpress when a new deal is created in Gro CRM

Gro CRM + InvoiceXpress

Build your own integrations between Gro CRM and InvoiceXpress

Connect Gro CRM and InvoiceXpress with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Gro CRM and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

New deal

Triggers when a new deal 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 account

Creates a new account

Create contact

Creates a new contact

Fetch country

Fetches the details of a country by name

Fetch contact

Fetches the details of an existing contact by email or name

Fetch user

Fetches the details of an existing user by email

Fetch time zone

Fetches the details of a time zone by name

Fetch contact type

Fetches the details of an existing contact type by name

Fetch currency

Fetches the details of a currency by name

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 Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

CRM

What is InvoiceXpress?

InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.

Accounting

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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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