Integrate InvoiceXpress with Workast
Send information between InvoiceXpress and Workast automatically, without writing any code, using Zoho Flow.
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Create a new task in Workast when a new order is created in InvoiceXpress
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will generate a task in Workast each time a new order is made in InvoiceXpress.
How it works
- The flow triggers when a new purchase order is added in InvoiceXpress.
- Zoho Flow creates a new task in Workast.
Create a new task in Workast when a new order is created in InvoiceXpress
InvoiceXpress + Workast
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Supported triggers and actions
Integrate InvoiceXpress and Workast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Purchase order added
Triggers when a new purchase order is added
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created
Item added
Triggers when a new item is added
Client added
Triggers when a new client is added
Task created
Triggers when a new task is created in a space
All Actions - Actions are the automated tasks
Create item
Creates a new item
Create client
Creates a new client
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Create purchase order
Creates a new purchase order
Create estimate
Creates a new quote, proforma or fees note.
Create Space
Creates a new Space
Create task
Creates a new task
Mark task as completed
Marks a task as completed
Move task
Move tasks between Spaces
Fetch user
Fetches the details of an existing user by email address
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
Similar apps
What is Workast?
Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.
Similar apps
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.
Learn more >Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.
Ferdinando Ploschberger
Business Controller & Process Transformation Manager, Innoliving
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Blazesoft
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Revenue Ranch
