Integrate InvoiceXpress with Teamwork Projects
Send information between InvoiceXpress and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Teamwork Projects whenever an order is created in InvoiceXpress
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Teamwork Projects 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 the selected task list in Teamwork Projects.
Initiate a new task in Teamwork Projects whenever an order is created in InvoiceXpress
InvoiceXpress + Teamwork Projects
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Supported triggers and actions
Integrate InvoiceXpress and Teamwork Projects 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
New task
Triggers when a new task is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New company
Triggers when a new company is created
New message
Triggers when a new message is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
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 milestone
Creates a new milestone in the selected project
Add person
Adds a new person
Create project
Creates a new project
Create message
Creates a new message in the selected project
Create time entry
Creates a new time entry in the selected project
Create company
Creates a new company
Create task
Creates a new task in the selected task list
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
Fetch project
Fetches the details of an existing project
Fetch tag
Fetches the details of a tag by ID or name
Fetch task
Fetches the details of an existing task
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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