Integrate InvoiceXpress with Asana

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

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Create a new task in Asana 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 create a new task in Asana when a order is created in InvoiceXpress.

How it works
  1. The flow triggers when a new purchase order is added in InvoiceXpress.
  2. Zoho Flow creates a new task in the selected project in Asana.
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Create a new task in Asana when a order is created in InvoiceXpress

InvoiceXpress + Asana

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Supported triggers and actions

Integrate InvoiceXpress and Asana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Task created

Triggers when a new task is created

Workspace or organization created

Triggers when a new workspace or organization is created

Team created

Triggers when a team is created in the selected organization

User added

Triggers when a new user is added in the selected workspace

Task section changed

Triggers when a change is made to a task section

Task completed

Triggers when an existing task is completed

Task tagged

Triggers when a task is tagged in the selected project

Tag added

Triggers when a new tag is added in the selected workspace

Task updated

Triggers when the details of an existing task are updated

Project created

Triggers when a new project is created

Project updated

Triggers when the details of an existing project are updated

All Actions - Actions are the automated tasks

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

Create project from template

Creates a new project from the selected template

Create subtask

Creates a new subtask under the specified task

Create project in team

Creates a new project in the selected team

Create story

Creates a new story for the specified task

Duplicate project

Creates a duplicate copy of an existing project with a different name

Create project in workspace

Creates a new project in the selected workspace

Create task

Creates a new task in the selected project

Add task to section

Adds a new task to the specified section

Create task in project

Creates a new task with custom fields in the selected project

Update task in project

Updates the details (include custom fields) of an existing task

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task in project

Fetches the details (including custom fields) of an existing task in a project by its GID

Fetch user

Fetches the details of an existing user by email

Fetch task

Fetches a task by its GID

What is InvoiceXpress?

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

Accounting

What is Asana?

Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, 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.

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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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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

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