Integrate Sellf with InvoiceXpress
Send information between Sellf and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in InvoiceXpress for every new deal created in your Sellf
Generate estimates instantly when a deal is created in your organization software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your InvoiceXpress when a new deal is created in Sellf.
How it works
- The flow triggers when a deal enters a specific pipeline stage in Sellf.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Create an estimate in InvoiceXpress for every new deal created in your Sellf
Sellf + InvoiceXpress
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Supported triggers and actions
Integrate Sellf and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Company
Triggers when a new company is created
New Person
Triggers when a new person is created
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
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
Fetch Person
Fetches an existing person
Create Deal
Creates a new deal
Create Person
Creates a new person
Create Company
Creates a new company
Fetch Company
Fetches an existing company
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 Sellf?
Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.
Similar apps
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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 >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 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
