Integrate OnePageCRM with InvoiceXpress
Send information between OnePageCRM and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in InvoiceXpress for recently won deals in OnePageCRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in InvoiceXpress for every finalised deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
Create an invoice in InvoiceXpress for recently won deals in OnePageCRM
OnePageCRM + InvoiceXpress
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Supported triggers and actions
Integrate OnePageCRM and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal won
Triggers when a deal is won
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
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
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
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
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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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 main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the 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
