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InvoiceXpress + Offorte Proposals Integrations

How to connect InvoiceXpress + Offorte Proposals

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Supported triggers and actions

What does this mean?
  • InvoiceXpress triggers, actions, and search
    Cancel Invoice
    Cancels a
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Cancel Invoice-Receipt
    Cancels an
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Cancel VAT MOSS Invoice
    Cancels a
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Create Invoice
    Creates a new
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Create Invoice-Receipt
    Creates a new
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Create VAT MOSS Invoice
    Creates a new
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Delete Draft Invoice
    Deletes a
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Delete Draft Invoice-Receipt
    Deletes a
    Action
    Write
  • InvoiceXpress

    Deletes a

    Scheduled

    Action

  • InvoiceXpress

    Finalizes an existing

    Scheduled

    Action

  • InvoiceXpress

    Finalizes an existing

    Scheduled

    Action

  • InvoiceXpress

    Finalizes an existing

    Scheduled

    Action

  • InvoiceXpress

    Generates a PDF from a specified

    Scheduled

    Action

  • InvoiceXpress

    Marks an existing

    Scheduled

    Action

  • InvoiceXpress

    Marks an existing

    Scheduled

    Action

  • InvoiceXpress

    Sends an

    Scheduled

    Action

  • InvoiceXpress

    Updates an

    Scheduled

    Action

  • InvoiceXpress

    Updates an

    Scheduled

    Action

  • InvoiceXpress

    Updates a

    Scheduled

    Action

  • InvoiceXpress

    Returns a specific client.

    Scheduled

    Action

  • InvoiceXpress

    Returns a specific invoice.

    Scheduled

    Action

  • Offorte Proposals

    Triggers when a company contact is created.

    Instant

    Trigger

  • Offorte Proposals

    Triggers when a company contact is updated.

    Instant

    Trigger

  • Offorte Proposals

    Triggers when a company is created.

    Instant

    Trigger

  • Offorte Proposals

    Triggers when a company is updated.

    Instant

    Trigger

  • Offorte Proposals

    Triggers when a proposal is closed.

    Instant

    Trigger

  • Offorte Proposals

    Triggers when a customer comment on a proposal is received.

    Instant

    Trigger

  • Offorte Proposals

    Triggers when a proposal is created.

    Instant

    Trigger

  • Offorte Proposals

    Triggers when a proposal has been send.

    Instant

    Trigger

  • Offorte Proposals

    Triggers when a proposal is updated.

    Instant

    Trigger

  • Offorte Proposals

    Triggers when a proposal is won.

    Instant

    Trigger

  • Offorte Proposals

    Creates a new company.

    Scheduled

    Action

  • Offorte Proposals

    Creates a new company contact.

    Scheduled

    Action

  • Offorte Proposals

    Creates a new proposal.

    Scheduled

    Action

  • Offorte Proposals

    Sends a proposal.

    Scheduled

    Action

  • Offorte Proposals

    Updates a company.

    Scheduled

    Action

  • Offorte Proposals

    Updates a company contact.

    Scheduled

    Action

  • Offorte Proposals

    Updates a proposal.

    Scheduled

    Action

  • Offorte Proposals

    Find a company.

    Scheduled

    Action

  • Offorte Proposals

    Find a proposal.

    Scheduled

    Action

How InvoiceXpress + Offorte Proposals Integrations Work

  1. Step 1: Authenticate InvoiceXpress and Offorte Proposals.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
invoicexpress logo
invoicexpress logo

About InvoiceXpress

InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.

Related categories

  • Accounting
offorte-proposals logo
offorte-proposals logo

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

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