Integrate Teamleader with InvoiceXpress

Send information between Teamleader 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 Teamleader

Effortlessly create accurate estimates in your invoicing software every time, without any manual input. This flow will prepare an estimate in InvoiceXpress for a new deal created in your Teamleader.

How it works
  1. The flow triggers when a new deal is created in Teamleader.
  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 Teamleader

Teamleader + InvoiceXpress

Build your own integrations between Teamleader and InvoiceXpress

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Supported triggers and actions

Integrate Teamleader and InvoiceXpress using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact added

Triggers when a new contact is added

Time tracking updated

Triggers when the details of an existing time tracking are updated

Invoice booked

Triggers when an invoice is booked

Time tracking created

Triggers when a new time tracking is created

Invoice paid

Triggers when an invoice is paid

Product created

Triggers when a new product is created

Company created

Triggers when a new company is added

Deal accepted

Triggers when a deal is accepted

Deal created

Triggers when a new deal is created

Project created

Triggers when a new project is created

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

All Actions - Actions are the automated tasks

Create project

Creates a new project

Link contact to company

Links a contact to the specified company

Create deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Create task

Creates a new task

Update task

Updates the details of an existing task

Fetch contact

Fetches a contact by ID

Fetch company

Fetches a company by ID

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.

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

What is InvoiceXpress?

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

Accounting

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Webhook triggers

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Logic

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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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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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