Integrate InvoiceXpress with Workast

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

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Create a new task in Workast when a new order is created in InvoiceXpress

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Workast each time a new order is made 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 Workast.
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Create a new task in Workast when a new order is created in InvoiceXpress

InvoiceXpress + Workast

Build your own integrations between InvoiceXpress and Workast

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Supported triggers and actions

Integrate InvoiceXpress and Workast 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 in a space

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 Space

Creates a new Space

Create task

Creates a new task

Move task

Move tasks between Spaces

Mark task as completed

Marks a task as completed

Fetch user

Fetches the details of an existing user by email address

What is InvoiceXpress?

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

Accounting

What is Workast?

Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.

Task Management

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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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