Integrate InvoiceXpress with Clinked

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

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Create a task in Clinked each time a new order is made in InvoiceXpress

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in Clinked when a order is created 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 Clinked.
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Create a task in Clinked each time a new order is made in InvoiceXpress

InvoiceXpress + Clinked

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Supported triggers and actions

Integrate InvoiceXpress and Clinked using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Estimate created

Triggers when a new estimate is created

Purchase order added

Triggers when a new purchase order is added

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 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

Create invoice

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

Creates a new group

Create or update folder

Creates a new folder or updates an existing folder

Create event

Creates a new event

Create member

Creates a new member

Create task

Creates a new task

Duplicate a group

Duplicates an existing group

Create discussion

Creates a new discussion

Update member

Updates the details of the specified member

Fetch group

Fetches the details of an existing group by group ID

Fetch member

Fetches the details of an existing member by username

Create note

Creates a new note

What is InvoiceXpress?

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

Accounting

What is Clinked?

Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, 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.

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Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, Relay Inc.

We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.

Mattias Johansson

CEO, Faverton

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 input.

Louis Castellano

CEO and Owner, Ultravision

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