Integrate InvoiceXpress with Toodledo
Send information between InvoiceXpress and Toodledo automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Toodledo whenever an order is created in InvoiceXpress
Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Toodledo whenever an order is created in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task with no folder assigned in Toodledo.
Initiate a new task in Toodledo whenever an order is created in InvoiceXpress
InvoiceXpress + Toodledo
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Supported triggers and actions
Integrate InvoiceXpress and Toodledo 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
New Folder
Triggers when a new folder is created
New Note
Triggers when a new note is created
New Task
Triggers when a new task 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
Creater Folder
Creates a new folder
Create Task
Creates a new task with no folder assigned
Create Note
Creates a new note in the selected folder
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
What is Toodledo?
Toodledo is a task manager that lets you prioritize, sort, and manage your tasks. You can set goals, schedule reminders, and collaborate with your team to track your success.
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Head of HR and Operations, Roofing solutions company (Moriarty's Roofing)
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