Integrate InvoiceXpress with Zoho Connect

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

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Create a new task in Zoho Connect when a order is created in InvoiceXpress

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Zoho Connect 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 the selected section in Zoho Connect.
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Create a new task in Zoho Connect when a order is created in InvoiceXpress

InvoiceXpress + Zoho Connect

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Supported triggers and actions

Integrate InvoiceXpress and Zoho Connect 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

Forum created

Triggers when a new forum is created

Event invited

Triggers when an invitee is added to an event

New task created

Triggers when a new task is created

Member added in network

Triggers when a new member added to the selected network

Task completed

Triggers when a task is completed in selected board

User mentioned in post

Triggers when the configuration user is mentioned in a conversation

Member removed from network

Triggers when a new member is removed from the selected network

Event updated

Triggers when the details of an existing event is updated

Question created

Triggers when a new questions is created

Poll created

Triggers when a new poll is created

Task updated

Triggers when the details of an existing task is updated

Announcement comment created

Triggers when a new comment is created in announcements

Forum updated

Triggers when an existing forum post is updated

Task open

Triggers when a task status is marked as open

Announcement created

Triggers when a new announcement is created

Task status changed

Triggers when the status of an existing task is updated

Announcement updated

Triggers when the details of an existing announcement is updated

User mentioned in comment

Triggers when the configuration user is mentioned in a conversation comment

Task assigned

Triggers when a task is assigned

Task unassigned

Triggers when a task is unassigned

Member removed from board

Triggers when a member is removed from a board

Task reminder

Triggers when a task is created with a reminder

Event created

Triggers when a new event is created

Member added in group

Triggers when a member added to group

Member added in board

Triggers when a member is added to a board

Board created

Triggers when a new board is created

Status created

Triggers when a new conversation is posted

Group created

Triggers when a new group 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 private task

Creates a new private task

Add comment in task

Adds a comment in the specified task

Create task in section

Creates a new task in the selected section

Add member to board

Adds a member to the selected board

Add member to group

Adds a member to the selected group

Create forum post

Creates a new forum post

Create group event

Creates a new group event

Create conversation

Creates a new conversation in the selected group

Create board

Creates a new board

Create group

Creates a new group in the selected network

Create checklist

Creates a checklist for the specified task

Create private event

Creates a new private event

Invite user

Invites a user to the selected network

Create board from board template

Creates a new board from an existing saved template

Add comment in post

Adds a comment in the specified post

Archive task

Archives the selected task

Unarchive group

Unarchives the selected group

Archive board

Archives the selected board

Unarchive board

Unarchives the selected board

Archive group

Archives the selected group

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

What is InvoiceXpress?

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

Proposals & Invoices

What is Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

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

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