InvoiceXpress
Streamline your invoicing process with InvoiceXpress! Effortlessly create, manage, and update invoices, quotes, and client data. Automate tasks like generating PDFs, sending emails, or exporting SAFT data. Keep your finances in check by monitoring client balances and treasury movements. Perfect for businesses seeking efficiency.
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Make.comAvailable Module Types
- All Modules (65)
- Action
- Search
- Universal
- Trigger (polling)
InvoiceXpress API Integration for Make.com
Create custom InvoiceXpress automation workflows by using triggers, actions, and search modules listed below.
Trigger (polling)
Watch Estimates
Triggers when a new estimate is created.
Trigger (polling)
Watch Guides
Triggers when a new guide is created.
Trigger (polling)
Watch Invoices
Triggers when a new invoice is created.
Trigger (polling)
Watch Items
Triggers when a new item is created.
Trigger (polling)
Watch Sequences
Triggers when a new sequence is created.
Trigger (polling)
Watch Taxes
Triggers when a new tax is created.
Action
Communicate at
Facilitates communication within a designated platform or network.
Action
Cancel a Payment
Cancels a payment in the system.
Action
Update Invoice State
Changes the state of an invoice, a simplified invoice, an invoice receipt, a credit note, or a debit note.
Action
Update State of Quote, Proforma, or Fees Note
Changes the state of a quote, proforma, or fees note.
Action
Update Guide Status
Changes the state of a shipping guide, transport guide, or devolution guide.
Action
Create a Resource for an Existing User
Creates a resource or entity associated with an existing user.
Search
Create Regularization
Creates a regularization entry in the service.
Action
Create and Register a Sequence
Creates and registers a new sequence.
Action
Create an Account
Creates a new account.
Action
Create a Client
Creates a new client.
Action
Create a Document
Creates a new invoice, simplified invoice, invoice receipt, credit note, or debit note.
Action
Create an Item
Creates a new item in a specified collection or database.
Action
Create a Quote, Proforma, or Fees Note
Creates a new quote, proforma, or fees note.
Action
Create a Shipping Guide
Creates a new shipping guide, transport guide, or devolution guide.
Action
Create a Tax
Creates a new tax.
Action
Create Treasury Movement
Creates a treasury movement in the system.
Action
Delete a Tax
Deletes a tax from the system.
Action
Delete an Item
Deletes an item from the specified collection or list.
Action
Delete Regularization
Deletes regularization settings or data from a service.
Action
Delete a Treasure Movement
Deletes a specific treasure movement from the system.
Action
Export SAFT
Exports SAFT data.
Action
Generate a Payment
Generates a payment in the system.
Action
Generate a PDF
Generates a PDF from the specified input data.
Action
Get an Invoice
Retrieves a specific invoice.
Action
Get Client Balance
Retrieves the balance of a client.
Action
Get a QR Code
Retrieves a QR code for a given input data.
Search
Get Regularization
Retrieves regularization information from the service.
Search
List Invoices
Retrieves a list of invoices from a specific client.
Universal
Make an API Call
Makes an arbitrary API call to the specified endpoint.
Action
Register an Existing Sequence
Registers an existing sequence in the system.
Action
Get a Tax
Retrieves a specific tax from the service using its ID.
Search
List Clients
Returns a list of all your clients.
Search
List Items
Returns a list of all your items.
Search
Get Invoice Documents
Returns all the documents (e.g. receipts, credit notes, or debit notes) related to an invoice, simplified invoice, invoice receipt, or VAT MOSS invoice.
Search
List Estimates
Returns all your estimates.
Search
List Guides
Returns all your guides.
Search
List Invoices
Returns all your invoices.
Search
List Sequences
Returns all your sequences.
Search
Get Taxes
Returns all your taxes.
Action
Get an Account
Returns a specific account.
Action
Get a Client
Returns a specific client.
Action
Get a Client by Code
Returns a specific client.
Action
Get a Client
Returns a specific client by name.
Action
Get an Estimate
Returns a specific estimate.
Action
Get a Guide
Returns a specific guide.
Action
Get an Item
Retrieves a specific item.
Action
Get a Sequence
Returns a specific sequence.
Action
Send an Invoice
Sends an invoice to a specified email address.
Action
Send a Guide by Email
Sends a guide by email.
Action
Send an Estimate
Sends an estimate by email.
Action
Set a Default Sequence
Sets a specific sequence as the default.
Action
Update Initial Balance
Updates the initial balance in the system.
Action
Update Account Data
Updates account data for a specific user.
Action
Update a Client
Updates a client.
Action
Update an Invoice or Note
Updates an invoice, simplified invoice, invoice receipt, credit note, or debit note.
Action
Update an Item
Updates an item in a specific database or collection.
Action
Update a Quote, Proforma, or Fees Note
Updates a quote, proforma, or fees note.
Action
Update a Guide
Updates a shipping guide, transport guide, or devolution guide.
Action
Update a Tax
Updates a tax.
InvoiceXpress Automation Use Cases
Explore potential use cases for automations using InvoiceXpress API and utilize our integration modules crafted specifically for such workflows.
3 modules
Automate Invoice Creation and Delivery
Automatically create a new invoice, generate its PDF, and send it to the client via email.
Create a Document
Generate a PDF
Send an Invoice
3 modules
Client Account Setup and Initial Balance Update
Facilitate the setup of a new client by creating the account, adding the client, and setting the initial balance.
Create an Account
Create a Client
Update Initial Balance
2 modules
Monitor and Update Invoice States
Continuously watch for new invoices and automatically update their status as required in the workflow.
Watch Invoices
Update Invoice State
2 modules
Automated SAFT Export and Communication
Export SAFT data automatically on a schedule and notify relevant stakeholders via the communication platform.
Export SAFT
Communicate at
3 modules
Generate and Send Quotes with Follow-Up Updates
Automatically create a quote, send it to the client, and update its status after confirmation from the client.
Create a Quote, Proforma, or Fees Note
Send an Estimate
Update State of Quote, Proforma, or Fees Note
2 modules
Automate Tax Entries and Deletions
Automate the creation of new tax entries and ensure outdated tax details are deleted from the system.
Create a Tax
Delete a Tax
2 modules
Automate Payment Processes
Generate payments automatically for processed invoices and monitor for any payments requiring cancellation.
Generate a Payment
Cancel a Payment
3 modules
Inventory Management Automation
Monitor the creation of new inventory items and update or delete them as necessary.
Watch Items
Update an Item
Delete an Item
2 modules
Guide Creation and Email Distribution
Streamline the creation of shipping guides and automate their distribution to concerned parties via email.
Create a Shipping Guide
Send a Guide by Email
Supported Platforms
- Make.com
How to start with InvoiceXpress on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
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