Connect MyDesk to InvoiceXpress

Both apps 52MyDesk 20InvoiceXpress 32

• Trigger
  New Appointment

  Triggered when a new appointment is created in MyDesk.

• Trigger
  New Company

  Triggers when a new company is created in MyDesk.

• Trigger
  New Contact

  Triggers when a new contact is created in MyDesk.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in MyDesk.

• Trigger
  New Task

  Triggered when a new task is created in MyDesk.

• Trigger
  Task Completed

  Triggers when a task is marked as completed in MyDesk.

• Trigger
  Task Overdue

  Triggers when an open task passes its planned date without being completed.

• Action
  Create Address

  Creates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids.

• Action
  Create Company

  Creates a new company (account) in MyDesk and returns its id.

• Action
  Create Contact

  Creates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id.

• Action
  Create Task

  Creates a new task in MyDesk and returns its id.

• Action
  Find Contact

  Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply.

• Action
  Find Country

  Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition.

• Action
  Find Opportunity

  Returns the opportunities in MyDesk that match your own identifier or a filter condition.

• Action
  Find Representative

  Returns the representatives in MyDesk that match the name, your own identifier or filter you specify.

• Action
  Find Task

  Returns the MyDesk tasks that match your identifier, subject or filter condition.

• Action
  Update Company

  Updates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value.

• Action
  Update Contact

  Updates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are.

• Action
  Update Opportunity

  Updates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record.

• Action
  Update Task

  Updates an existing task by its MyDesk id, changing only the fields you fill in and returning the updated task.

• Action
  Add estimate

  Creates a new estimate document (quote, proforma or fees note) in InvoiceXpress, with its line items and client.

• Action
  Add guide

  Creates a shipping, transport or devolution (return) guide for goods, with its items, load and delivery addresses and client.

• Action
  Add item

  Creates a new product or service item in your InvoiceXpress catalog.

• Action
  Add sequence

  Creates a new document sequence (series) in InvoiceXpress and returns whether the request was accepted and where to check its status.

• Action
  Add tax

  Creates a tax rate in InvoiceXpress and returns it.

• Action
  Cancel Invoice

  Cancels a finalized InvoiceXpress invoice, recording the reason.

• Action
  Cancel Invoice-Receipt

  Cancels a finalized InvoiceXpress invoice-receipt, recording the reason.

• Action
  Create Invoice

  Creates a draft invoice in InvoiceXpress for a client, with its line items.

• Action
  Create Invoice-Receipt

  Creates a draft invoice-receipt in InvoiceXpress for a client, with its line items.

• Action
  Delete Draft Invoice

  Deletes a draft InvoiceXpress invoice.

• Action
  Delete Draft Invoice-Receipt

  Deletes a draft InvoiceXpress invoice-receipt.

• Action
  Delete item

  Deletes an item from your InvoiceXpress account.

• Action
  Finalize Invoice

  Finalizes a draft InvoiceXpress invoice, giving it its legal number.

• Action
  Finalize Invoice-Receipt

  Finalizes a draft InvoiceXpress invoice-receipt, giving it its legal number.

• Action
  Find clients by code

  Finds the client whose client code matches the code you enter, and returns its details.

• Action
  Find clients by name

  Finds a client by its exact name and returns the client record.

• Action
  Generate PDF

  Generates the PDF of an InvoiceXpress invoice and returns its download link.

• Action
  Get a Client

  Returns one InvoiceXpress client by its ID, with contact and fiscal details.

• Action
  Get a Invoice

  Returns one InvoiceXpress invoice by its ID, with status, totals and client.

• Action
  Get estimate

  Returns a single estimate (quote, proforma or fees note) with its client, line items and totals.

• Action
  Get item

  Returns a single item (product or service) from your InvoiceXpress catalog, including its price, unit and tax.

• Action
  List clients

  Returns all clients in your InvoiceXpress account.

• Action
  List invoices

  Returns a list of invoices and other billing documents, optionally filtered by type, status, client, dates and totals.

• Action
  List items

  Returns all the items (products and services) saved in your InvoiceXpress account.

• Action
  List sequences

  Returns all document sequences (series) in your InvoiceXpress account, including their current document numbers and ATCUD validation codes.

• Action
  List taxes

  Returns all the taxes configured in your InvoiceXpress account.

• Action
  Mark as Paid

  Marks a finalized InvoiceXpress invoice as paid (settled).

• Action
  Sends Invoice by Email

  Emails a finalized InvoiceXpress invoice to a recipient.

• Action
  Update estimate

  Updates a draft estimate (quote, proforma or fees note), replacing its line items and details.

• Action
  Update Invoice

  Updates a draft InvoiceXpress invoice; the line items you send replace the existing ones.

• Action
  Update Invoice-Receipt

  Updates a draft InvoiceXpress invoice-receipt; the line items you send replace the existing ones.

• Action
  Update item

  Updates an existing item's name, price, description, unit and tax.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.