Integrate Sellf with InvoiceXpress

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

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Create an estimate in InvoiceXpress for every new deal created in your Sellf

Generate estimates instantly when a deal is created in your organization software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your InvoiceXpress when a new deal is created in Sellf.

How it works
  1. The flow triggers when a deal enters a specific pipeline stage in Sellf.
  2. Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Create an estimate in InvoiceXpress for every new deal created in your Sellf

Sellf + InvoiceXpress

Build your own integrations between Sellf and InvoiceXpress

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Supported triggers and actions

Integrate Sellf and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Person

Triggers when a new person is created

New Deal in Pipeline Stage

Triggers when a deal enters a specific pipeline stage

New Deal

Triggers when a new deal is created

New Company

Triggers when a new company 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

Invoice created

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Fetch Person

Fetches an existing person

Create Company

Creates a new company

Create Deal

Creates a new deal

Create Person

Creates a new person

Fetch Company

Fetches an existing company

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

What is Sellf?

Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.

CRM

What is InvoiceXpress?

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

Accounting

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 Systems Administrator, Ascent Solutions

Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.

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