Integrate ActiveCampaign with InvoiceXpress
Send information between ActiveCampaign and InvoiceXpress automatically, without writing any code, using Zoho Flow.
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Create client in InvoiceXpress for new contact in ActiveCampaign
How it works
Create client in InvoiceXpress for new contact in ActiveCampaign
ActiveCampaign + InvoiceXpress
Create estimates in InvoiceXpress for new deal tasks in ActiveCampaign
How it works
Create estimates in InvoiceXpress for new deal tasks in ActiveCampaign
ActiveCampaign + InvoiceXpress
Create deals in ActiveCampaign for new estimates in InvoiceXpress
How it works
Create deals in ActiveCampaign for new estimates in InvoiceXpress
InvoiceXpress + ActiveCampaign
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Contact added to list
Triggers when a new contact is added to the selected list
Deal updated
Triggers when the details of an existing deal are updated
Deal created
Triggers when a new deal is created
Contact note created
Triggers when a new contact note is created
Contact updated
Triggers when the details of an existing contact are updated
Deal note created
Triggers when a new deal note is created
Campaign opened
Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.
Contact created
Triggers when a new contact is created
Contact unsubscribed from campaign
Triggers when a contact unsubscribes as a result of a campaign email sent
Campaign starts sending
Triggers when a new campaign starts sending
Campaign link clicked
Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.
Contact tag added
Triggers when a tag is added to an existing contact
Deal task created
Triggers when a new deal task is created
Purchase order added
Triggers when a new purchase order is added
Estimate created
Triggers when a new estimate is created
Invoice created
Triggers when a new invoice is created
Client added
Triggers when a new client is added
Item added
Triggers when a new item is added
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add contact to automation
Adds a contact into an automation. If unavailable, a contact will be created and added
Create contact note
Creates a note for the specified contact
Add or update contact
Adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list
Create tracked event
Creates a custom website or application event
Create contact
Creates a new contact
Create campaign
Creates and sends a new campaign
Add note to deal
Adds notes to the selected deal
Add tag to contact
Adds a tag to an existing contact
Update deal
Updates an existing deal
Update contact
Updates an existing contact's details
Fetch user
Fetches a user by email address
Fetch automation
Fetches the details of an automation by name
Search tag
Searches for an existing tag using name
Fetch contact
Fetches a contact by email address
Fetch deal
Fetches an existing deal by title
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Create purchase order
Creates a new purchase order
Create estimate
Creates a new quote, proforma or fees note.
Create item
Creates a new item
Create client
Creates a new client
Fetch client by ID
Fetches the details of an existing client by id
Fetch client by code
Fetches the details of an existing client by code
What is ActiveCampaign?
ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Bulid 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 >We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Know more
Toto
Technical Engineer, Master Liveaboards
