Integrate InvoiceXpress with TeamWave

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

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Initiate a new task in TeamWave whenever an order is created in InvoiceXpress

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will create a new task in TeamWave when a order is created 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 TeamWave.
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Initiate a new task in TeamWave whenever an order is created in InvoiceXpress

InvoiceXpress + TeamWave

Build your own integrations between InvoiceXpress and TeamWave

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Supported triggers and actions

Integrate InvoiceXpress and TeamWave 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

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 person

Creates a new person

Create milestone

Creates a new milestone

Create task list

Creates a new task list

Create event

Creates a new event

Create organization

Creates a new organization

Create project

Creates a new project

Create activity

Creates a new activity

Create task

Creates a new task

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update task

Updates the details of an existing task

Update person

Updates the details of an existing person

Update organization

Updates the details of an existing organization

Update event

Update the details of an existing event

What is InvoiceXpress?

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

Proposals & Invoices

What is TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR 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.

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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 has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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