Integrate InvoiceXpress with Aero Workflow

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

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Create a new task in Aero Workflow when a new order is created in InvoiceXpress

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Aero Workflow 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 Aero Workflow.
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Create a new task in Aero Workflow when a new order is created in InvoiceXpress

InvoiceXpress + Aero Workflow

Build your own integrations between InvoiceXpress and Aero Workflow

Connect InvoiceXpress and Aero Workflow with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate InvoiceXpress and Aero Workflow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Client added

Triggers when a new client is added

Item added

Triggers when a new item is added

Estimate created

Triggers when a new estimate is created

Invoice created

Triggers when a new invoice is created

Purchase order added

Triggers when a new purchase order is added

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create item

Creates a new item

Create client

Creates a new client

Create purchase order

Creates a new purchase order

Create estimate

Creates a new quote, proforma or fees note.

Create invoice

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

Create contact

Creates a new contact

Create email

Creates a new email

Create company

Creates a new company

Create task

Creates a new task

Create appointment

Creates a new appointment

Fetch contact

Fetch details of a contact by ID

What is InvoiceXpress?

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

Accounting

What is Aero Workflow?

Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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