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Integrate InvoiceXpress with Forecast
Send information between InvoiceXpress and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate a new task in Forecast whenever an order is created in InvoiceXpress
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Forecast when a order is created in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in Forecast.
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Initiate a new task in Forecast whenever an order is created in InvoiceXpress
InvoiceXpress + Forecast
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Build your own integrations between InvoiceXpress and Forecast
Connect InvoiceXpress and Forecast with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate InvoiceXpress and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Client added
Triggers when a new client is added
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Estimate created
Triggers when a new estimate is created
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Invoice created
Triggers when a new invoice is created
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Item added
Triggers when a new item is added
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Purchase order added
Triggers when a new purchase order is added
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New sprint
Triggers when a new sprint is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
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New client
Triggers when a new client is created
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New task
Triggers when a new card is created in the selected project
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New subtask
Triggers when a new subtask is created in the selected project
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New project
Triggers when a new project is created
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New person
Triggers when a new person is added
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New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
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Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
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Create client
Creates a new client
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Create item
Creates a new item
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Create estimate
Creates a new quote, proforma or fees note.
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Create purchase order
Creates a new purchase order
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Create sprint
Creates a new sprint in the selected project
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Create milestone
Creates a new milestone in the selected project
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Create label
Creates a new label
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Create project
Creates a new project
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Create time registration
Creates a new time registration
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Create client
Creates a new client
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Create task
Creates a new task
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Create subtask
Creates a new sub task/to-do
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Add person
Adds a new person
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Fetch label
Fetches an existing label by name
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Build comprehensive workflows using
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