Integrate InvoiceXpress with Todoist

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

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Initiate a new task in Todoist 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 create a new task in Todoist 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 Todoist.
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Initiate a new task in Todoist whenever an order is created in InvoiceXpress

InvoiceXpress + Todoist

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Supported triggers and actions

Integrate InvoiceXpress and Todoist 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 completed

Triggers when a task is completed in the selected project. This does not trigger for recurring tasks.

New section

Triggers when a new section is added

Completed task with label

Triggers when a task with the selected label is completed. This does not trigger for recurring tasks.

Any task completed

Triggers when a task (including recurring tasks) is completed in the selected project

Project created

Triggers when a new project is created

Incomplete task added

Triggers when an incomplete task is added to 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 task

Creates a new task

Add comment to task

Adds a comment to a task

Add comment to project

Adds a comment to a project

Create project

Creates a new project

Invite user to project

Invites a user to a project by email

Update task

Updates the details of an existing task

Mark task as incomplete

Marks the specified task as incomplete

Move task

Moves the specified task to the selected project

Mark task as completed

Marks the specified task as completed

Archive project

Archives the specified project

Fetch user

Fetches the details of an existing user by email address. The user must be connected to your account.

Fetch task

Fetches a task by title or ID. If the task does not exist, you can choose to create a new one.

Fetch project

Fetches a project by name or ID. If the project does not exist, you can choose to create a new one.

What is InvoiceXpress?

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

Accounting

What is Todoist?

Todoist is an online to do list and task management tool. You can organize tasks, set goals, and track your productivity.

To-Do Lists

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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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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CEO, iDAYit

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Technical Engineer, Master Liveaboards

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