Integrate Kylas with InvoiceXpress

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

Explore prebuilt integration flows to get started

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Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Kylas

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your InvoiceXpress when a new deal is created in Kylas.

How it works
  1. The flow triggers when a deal is created or updated in Kylas.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Generate an estimate within your InvoiceXpress automatically, When a new deal is created in Kylas

Kylas + InvoiceXpress

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Create an invoice in InvoiceXpress for newly acquired deals in Kylas

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in InvoiceXpress whenever a deal is closed in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new invoice, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
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Create an invoice in InvoiceXpress for newly acquired deals in Kylas

Kylas + InvoiceXpress

Build your own integrations between Kylas and InvoiceXpress

Connect Kylas and InvoiceXpress with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Kylas and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Call logs created or updated

Triggers when a call log is created or updated

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created or updated

Triggers when a deal is created or updated

Deal updated

Triggers when the details of an existing deal are updated

Lead created

Triggers when a new lead is created

Task updated

Triggers when the details of an existing task are updated

Task created

Triggers when a new task is created

Company created or updated

Triggers when a company is created or updated

Task created or updated

Triggers when a task is created or updated

Lead updated

Triggers when the details of an existing lead are updated

Contact created or updated

Triggers when a contact is created or updated

Lead created or updated

Triggers when a lead is created or updated

Deal created

Triggers when a new deal is created

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create company

Creates a new company

Create product or service

Creates a new product or service

Create deal

Creates a new deal

Create lead

Creates a new lead

Create task

Creates a new task

Update company

Updates the details of an existing company

Update lead

Updates the details of an existing lead

Update product or service

Updates the details of an existing product or service

Close deal

Closes the specified deal

Close lead

Close the specified lead

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Fetch task

Fetches the details of an existing task using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch company

Fetches the details of an existing company using ID

Fetch product or service

Fetches the details of an existing product or service using ID

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

What is Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

What is InvoiceXpress?

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

Accounting

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.

Learn more >

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 >

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 was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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