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InvoiceXpress + Salesforce Integrations

How to connect InvoiceXpress + Salesforce

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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

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing file to an existing Record.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new File (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How InvoiceXpress + Salesforce Integrations Work

  1. Step 1: Authenticate InvoiceXpress and Salesforce.
    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
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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