Integrate InvoiceXpress with MeisterTask
Send information between InvoiceXpress and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in MeisterTask when a new order is created in InvoiceXpress
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will generate a task in MeisterTask each time a new order is made 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 section in MeisterTask.
Create a new task in MeisterTask when a new order is created in InvoiceXpress
InvoiceXpress + MeisterTask
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Supported triggers and actions
Integrate InvoiceXpress and MeisterTask using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Estimate created
Triggers when a new estimate is created
Item added
Triggers when a new item is added
Client added
Triggers when a new client is added
Invoice created
Triggers when a new invoice is created
New section
Triggers when a new section is created
New person
Triggers when a new person is added to a project
New task in section
Triggers when a new task is added in the selected section
New project
Triggers when a new project is created
New task in project
Triggers when a new task is created in the selected project
Task completed
Triggers when a task is completed
New task
Triggers when a new task is created
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
Fetch client by code
Fetches the details of an existing client by code
Fetch client by ID
Fetches the details of an existing client by ID
Create project
Creates a new project
Add tag to task
Creates a new tag in the selected task
Create section
Creates a new section in the selected project
Create comment
Creates a new comment in a specific task
Create task
Creates a new task in the selected section
Create tag
Creates a new tag in the selected project
Update section
Update section by specific section id.
Update project
Updates the details of an existing project
Update task
Update task by specific task id.
Fetch task
Fetches the details of an existing task using task ID
Fetch person
Fetches the details of an existing person using unique ID
Fetch section
Fetches the details of an existing section using section ID
Fetch project
Fetches the details of an existing project using project ID
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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What is MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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