Integrate InvoiceXpress with Zoho Connect

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

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Create a new task in Zoho Connect when a order is created in InvoiceXpress

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Zoho Connect whenever a new order is placed 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 the selected section in Zoho Connect.
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Create a new task in Zoho Connect when a order is created in InvoiceXpress

InvoiceXpress + Zoho Connect

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Supported triggers and actions

Integrate InvoiceXpress and Zoho Connect using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

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

Conversation posted

Triggers when a new conversation is posted

Event created

Triggers when a new event is created

User name mentioned

Triggers when your user name is mentioned

Poll started

Triggers when a new poll is started in the selected group

Group member added

Triggers when a new member is added to the selected group

Announcement created

Triggers when a new announcement is created in the selected group

Task status updated

Triggers when a task status is updated in the selected board

Task created

Triggers when a new task is created

New board

Triggers when a new board is created

Network member added

Triggers when a new member is added to the selected network

Task completed

Triggers when a task is completed in the selected board

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 ID

Fetches the details of an existing client by id

Fetch client by code

Fetches the details of an existing client by code

Add comment in task

Adds a comment in the specified task

Add member to group

Adds a member to the selected group

Create forum post

Creates a new forum post

Add comment in post

Adds a comment in the specified post

Invite user

Invites a user to the selected network

Create private task

Creates a new private task

Create checklist

Creates a checklist for the specified task

Create group event

Creates a new group event

Create board

Creates a new board

Create task in section

Creates a new task in the selected section

Add member to board

Adds a member to the selected board

Create private event

Creates a new private event

Create conversation

Creates a new conversation in the selected group

Create group

Creates a new group in the selected network

Unarchive group

Unarchives the selected group

Archive board

Archives the selected board

Archive group

Archives the selected group

Archive task

Archives the selected task

Unarchive board

Unarchives the selected board

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

What is InvoiceXpress?

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

Accounting

What is Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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