Integrate InvoiceXpress with Workstack
Send information between InvoiceXpress and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new task in Workstack 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 Workstack 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 the selected todo in Workstack.
Initiate a new task in Workstack whenever an order is created in InvoiceXpress
InvoiceXpress + Workstack
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Supported triggers and actions
Integrate InvoiceXpress and Workstack 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 todo
Triggers when a new todo is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New project
Triggers when a new project is created
New task
Triggers when a new task is created for the selected user
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 todo list
Creates a new todo list in the selected project
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create project
Creates a new project
Create todo
Creates a new todo in the selected project
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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 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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CEO, Lakeside CNC Group
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