Integrate InvoiceXpress with JobNimbus

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

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Create a new task in JobNimbus when a order is created in InvoiceXpress

Prevent new orders from being forgotten or delayed by creating tasks. This flow will generate a task in JobNimbus each time a new order is made in InvoiceXpress.

How it works
  1. The flow triggers when a new purchase order is added in InvoiceXpress.
  2. Zoho Flow creates a new task in JobNimbus.
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Create a new task in JobNimbus when a order is created in InvoiceXpress

InvoiceXpress + JobNimbus

Build your own integrations between InvoiceXpress and JobNimbus

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Supported triggers and actions

Integrate InvoiceXpress and JobNimbus using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Client added

Triggers when a new client is added

Purchase order added

Triggers when a new purchase order is added

Item added

Triggers when a new item is added

Invoice created

Triggers when a new invoice is created

Estimate created

Triggers when a new estimate is created

Task created

Triggers when a new task is created

Task created or updated

Triggers when a task is created or updated

Contact created

Triggers when a new contact is created

Job created

Triggers when a new job is created

Job updated

Triggers when the details of an existing job are updated

Activity updated

Triggers when the details of an existing activity are updated

Task updated

Triggers when the details of an existing task are updated

Job created or updated

Triggers when a job is created or updated

Contact created or updated

Triggers when a contact is created or updated

Contact updated

Triggers when the details of an existing contact are updated

Activity created

Triggers when a new activity is created

Activity created or updated

Triggers when an activity is created or updated

All Actions - Actions are the automated tasks

Create client

Creates a new client

Create invoice

Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.

Create estimate

Creates a new quote, proforma or fees note.

Create item

Creates a new item

Create purchase order

Creates a new purchase order

Create task

Creates a new task

Create contact

Creates a new contact

Create activity

Creates a new activity

Create job

Creates a new job

Update task

Updates the details of an existing task

Update activity

Updates the details of an existing activity

Update job

Updates the details of an existing job

Update contact

Updates the details of an existing contact

Fetch task

Fetches the details of an existing task using ID

Fetch activity

Fetches the details of an existing activity using ID

Fetch job

Fetches the details of an existing job using ID

Fetch contact

Fetches the details of an existing contact using ID

What is InvoiceXpress?

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

Accounting

What is JobNimbus?

JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.

Project Management

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.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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