Integrate InvoiceXpress with Insightful
Send information between InvoiceXpress and Insightful automatically, without writing any code, using Zoho Flow.
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Create a new task in Insightful when a order is created in InvoiceXpress
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will initiate a new task in Insightful 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 in Insightful.
Create a new task in Insightful when a order is created in InvoiceXpress
InvoiceXpress + Insightful
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Supported triggers and actions
Integrate InvoiceXpress and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Estimate created
Triggers when a new estimate is created
Purchase order added
Triggers when a new purchase order is added
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
All Actions - Actions are the automated tasks
Create client
Creates a new client
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Create item
Creates a new item
Create purchase order
Creates a new purchase order
Create estimate
Creates a new quote, proforma or fees note.
Create employee
Creates a new employee
Create team
Creates a new team
Create project
Creates a new project
Create task
Creates a new task
Update task
Updates the details of an existing task
Update team
Updates the details of an existing team
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Deactivate employee
Deactivates an existing employee
Fetch team
Fetches the details of an existing team using ID
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch task
Fetches the details of an existing task using ID
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
What is Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
Similar apps
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Technical Engineer, Master Liveaboards
