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Create business workflows for InvoiceXpress without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular InvoiceXpress workflows

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Create deals in ActiveCampaign for new estimates in InvoiceXpress

Automatically create a deal in ActiveCampaign whenever a new estimate is created in your invoicing application. This flow creates deals in ActiveCampaign for new estimates in InvoiceXpress.

How it works
1) A new estimate is created in InvoiceXpress.
2) Zoho Flow creates a deal in ActiveCampaign for the new estimate.
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Create deals in ActiveCampaign for new estimates in InvoiceXpress

InvoiceXpress + ActiveCampaign

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Create client in InvoiceXpress for new contact in ActiveCampaign

Automatically add new contacts on your marketing platform as clients in your invoicing app. This flow adds new contacts in ActiveCampaign as clients in InvoiceXpress.

How it works
1) A contact is added to ActiveCampaign.
2) Zoho Flow adds the contact to InvoiceXpress.
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Create client in InvoiceXpress for new contact in ActiveCampaign

ActiveCampaign + InvoiceXpress

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Create estimates in InvoiceXpress for new deal tasks in ActiveCampaign

Generate an estimate in your invoicing application automatically whenever a new deal is created in your marketing application. This flow creates estimates in InvoiceXpress for new deal tasks in ActiveCampaign.

How it works
1) A new deal task is created in ActiveCampaign.
2) Zoho Flow creates an estimate in InvoiceXpress for the deal task.
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Create estimates in InvoiceXpress for new deal tasks in ActiveCampaign

ActiveCampaign + InvoiceXpress

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Build your own InvoiceXpress integrations

Connect InvoiceXpress with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your InvoiceXpress workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Purchase order added

Triggers when a new purchase order is added

Estimate created

Triggers when a new estimate is created

Invoice created

Triggers when a new invoice is created

Client added

Triggers when a new client is added

Item added

Triggers when a new item is added

All Actions - Actions are the automated tasks

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 item

Creates a new item

Create client

Creates a new client

Fetch client by ID

Fetches the details of an existing client by id

Fetch client by code

Fetches the details of an existing client by code

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

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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