Integrate InvoiceXpress with Zoho Connect

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

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Create a new task in Zoho Connect when a order is created in InvoiceXpress

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Zoho Connect whenever a new order is placed 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 the selected section in Zoho Connect.
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Create a new task in Zoho Connect when a order is created in InvoiceXpress

InvoiceXpress + Zoho Connect

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Supported triggers and actions

Integrate InvoiceXpress and Zoho Connect 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 open

Triggers when a task status is marked as open

Board created

Triggers when a new board is created

Task unassigned

Triggers when a task is unassigned

New task created

Triggers when a new task is created

User mentioned in comment

Triggers when the configuration user is mentioned in a conversation comment

Member added in group

Triggers when a member added to group

Member removed from board

Triggers when a member is removed from a board

Event updated

Triggers when the details of an existing event is updated

Group created

Triggers when a new group is created

Member removed from network

Triggers when a new member is removed from the selected network

Status created

Triggers when a new conversation is posted

Member added in network

Triggers when a new member added to the selected network

Task assigned

Triggers when a task is assigned

Event created

Triggers when a new event is created

Member added in board

Triggers when a member is added to a board

Task reminder

Triggers when a task is created with a reminder

Announcement created

Triggers when a new announcement is created

Event invited

Triggers when an invitee is added to an event

Announcement comment created

Triggers when a new comment is created in announcements

Forum created

Triggers when a new forum is created

Task completed

Triggers when a task is completed in selected board

Question created

Triggers when a new questions is created

Forum updated

Triggers when an existing forum post is updated

Task updated

Triggers when the details of an existing task is updated

Poll created

Triggers when a new poll is created

Task status changed

Triggers when the status of an existing task is updated

Announcement updated

Triggers when the details of an existing announcement is updated

User mentioned in post

Triggers when the configuration user is mentioned in a conversation

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 private task

Creates a new private task

Create board

Creates a new board

Create conversation

Creates a new conversation in the selected group

Create group event

Creates a new group event

Create group

Creates a new group in the selected network

Create checklist

Creates a checklist for the specified task

Create board from board template

Creates a new board from an existing saved template

Invite user

Invites a user to the selected network

Add comment in post

Adds a comment in the specified post

Create forum post

Creates a new forum post

Add member to group

Adds a member to the selected group

Create private event

Creates a new private event

Create task in section

Creates a new task in the selected section

Add comment in task

Adds a comment in the specified task

Add member to board

Adds a member to the selected board

Unarchive board

Unarchives the selected board

Archive board

Archives the selected board

Archive group

Archives the selected group

Unarchive group

Unarchives the selected group

Archive task

Archives the selected task

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

What is InvoiceXpress?

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

Accounting

What is Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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