Erxes + Invoiced Integration

Integrate Erxes to Invoiced in one click, or tell Integrately AI how you want each submission handled. Capture leads, generate invoices, update billing records, and track project payments automatically.

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1.
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
  • Invoiced
    Payment is created in Invoiced Instant
  • Invoiced
    Payment is updated in Invoiced Instant
  • Invoiced
    Payment is deleted in Invoiced Instant
  • Invoiced
    Invoice is paid in Invoiced Instant
  • Invoiced
    Invoice is created in Invoiced Instant
  • Invoiced
    Invoice is updated in Invoiced Instant
  • Invoiced
    Invoice is deleted in Invoiced Instant
  • Invoiced
    Customer is created in Invoiced Instant
  • Invoiced
    Customer is updated in Invoiced Instant
  • Invoiced
    Customer is deleted in Invoiced Instant
  • Invoiced
    Contact is created in Invoiced Instant
  • Invoiced
    Contact is updated in Invoiced Instant
  • Invoiced
    Contact is deleted in Invoiced Instant
  • Invoiced
    Credit note is updated in Invoiced Instant
  • Invoiced
    Customer is merged in Invoiced Instant
  • Invoiced
    Invoice is viewed in Invoiced Instant
  • Invoiced
    Estimate is approved in Invoiced Instant
  • Invoiced
    Credit note is created in Invoiced Instant
  • Invoiced
    Credit note is deleted in Invoiced Instant
  • Invoiced
    Credit note is commented in Invoiced Instant
  • Invoiced
    Credit note is viewed in Invoiced Instant
  • Invoiced
    Task is created in Invoiced Instant
  • Invoiced
    Task is updated in Invoiced Instant
  • Invoiced
    Task is deleted in Invoiced Instant
  • Invoiced
    Task is completed in Invoiced Instant
  • Invoiced
    Estimate is created in Invoiced Instant
  • Invoiced
    Estimate is updated in Invoiced Instant
  • Invoiced
    Estimate is deleted in Invoiced Instant
  • Invoiced
    Estimate is viewed in Invoiced Instant
  • Invoiced
    Subscription is created in Invoiced Instant
  • Invoiced
    Subscription is updated in Invoiced Instant
  • Invoiced
    Subscription is deleted in Invoiced Instant
Arrow Right
2.
  • Invoiced
    Create invoice in Invoiced
  • Invoiced
    Search invoice in Invoiced
  • Invoiced
    Create contact in Invoiced
  • Invoiced
    Create credit note in Invoiced
  • Invoiced
    Create credit balance adjustment in Invoiced
  • Invoiced
    Search credit note in Invoiced
  • Invoiced
    Create customer in Invoiced
  • Invoiced
    Update customer in Invoiced
  • Invoiced
    Search customer in Invoiced
  • Invoiced
    Create note in Invoiced
  • Invoiced
    Create payment in Invoiced
  • Invoiced
    Create task in Invoiced
  • Invoiced
    Create estimate in Invoiced
  • Invoiced
    Search estimate in Invoiced
  • Invoiced
    Create subscription in Invoiced

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Ready Workflows Ready Workflows for Erxes + Invoiced Integration

Capture submissions, create customers, generate invoices, track payments, and update billing records, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Erxes + Invoiced flow

Send payment notifications to your team, sync financial data to spreadsheets, and create follow-up tasks instantly. Pick a combination and activate it in one click.

Erxes
Invoiced
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
AsanaAsana (4)
E
I
H
Add every Erxes form submission as a customer in Invoiced, and create a new contact in HubSpot.
Erxes form submissions instantly become Invoiced customers and HubSpot contacts, eliminating manual data entry across your stack.
E
I
H
When a customer is created in Erxes, generate an invoice in Invoiced and log the deal in HubSpot.
New Erxes customers trigger an invoice in Invoiced and record a deal in HubSpot for seamless pipeline tracking.
I
E
H
When an invoice is paid in Invoiced, update the company in Erxes and update the contact in HubSpot.
Paid Invoiced invoices update your Erxes company records and refresh contact statuses in HubSpot automatically.
E
I
H
Use Claude to analyse every Erxes form submission, create an Invoiced customer, and update HubSpot.
Claude evaluates incoming Erxes form submissions before creating an Invoiced customer and updating HubSpot records.

Supported triggers and actions for Erxes and Invoiced

Mix and match to build the exact automation you need

Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available
Invoiced
Invoiced Triggers & Actions
Instant
Payment is created in Invoiced
Triggers the automation when a new payment is created
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Instant
Payment is updated in Invoiced
Triggers the automation when a payment status is updated
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Instant
Payment is deleted in Invoiced
Triggers the automation when a payment is deleted
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Instant
Invoice is paid in Invoiced
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is created in Invoiced
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Invoiced
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in Invoiced
Triggers the automation when an invoice is deleted
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Instant
Customer is created in Invoiced
Triggers the automation when a new customer is created
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Instant
Customer is updated in Invoiced
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Invoiced
Triggers the automation when a customer is removed from the database
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Instant
Contact is created in Invoiced
Triggers the automation when a new contact is created
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Instant
Contact is updated in Invoiced
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Invoiced
Triggers the automation when a contact is removed from the particular list
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Instant
Credit note is updated in Invoiced
Triggers the automation when a credit note is modified
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Instant
Customer is merged in Invoiced
Triggers the automation when the customer details are merged
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Instant
Invoice is viewed in Invoiced
Triggers the automation when the recipient views your invoice
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Instant
Estimate is approved in Invoiced
Triggers the automation when any estimate is approved
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Instant
Credit note is created in Invoiced
Triggers the automation when a new credit note is generated
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Instant
Credit note is deleted in Invoiced
Triggers the automation when a credit note is deleted
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Instant
Credit note is commented in Invoiced
Triggers the automation when a credit note is commented on
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Instant
Credit note is viewed in Invoiced
Triggers the automation when a credit note is viewed
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Instant
Task is created in Invoiced
Triggers the automation when a new task is created
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Instant
Task is updated in Invoiced
Triggers the automation when any task is updated
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Instant
Task is deleted in Invoiced
Triggers the automation when a task is deleted
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Instant
Task is completed in Invoiced
Triggers the automation when any task is completed
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Instant
Estimate is created in Invoiced
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in Invoiced
Triggers the automation when any estimate is modified
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Instant
Estimate is deleted in Invoiced
Triggers the automation when any estimate is deleted
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Instant
Estimate is viewed in Invoiced
Triggers the automation when any estimate is viewed by the recipient
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Instant
Subscription is created in Invoiced
Triggers the automation when a new subscription is created
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Instant
Subscription is updated in Invoiced
Triggers the automation when a subscription is updated
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Instant
Subscription is deleted in Invoiced
Triggers the automation when a subscription is deleted
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Create invoice in Invoiced
Generates invoices for sales transactions
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Search invoice in Invoiced
Locates and retrieves invoices with
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Create contact in Invoiced
Adds a new contact to the database
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Create credit note in Invoiced
Generates a credit note for returned items
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Create credit balance adjustment in Invoiced
Creates an adjustment to a customer's credit balance
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Search credit note in Invoiced
Searches for a credit note
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Create customer in Invoiced
Adds a new customer to the database
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Update customer in Invoiced
Updates a customer's information
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Search customer in Invoiced
Locates and retrieves customer information
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Create note in Invoiced
Creates a new note in the particular format
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Create payment in Invoiced
Generates and process a payment transaction
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Create task in Invoiced
Creates a new task
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Create estimate in Invoiced
Adds a new contact to the contact list
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Search estimate in Invoiced
Searches for an estimate
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Create subscription in Invoiced
Enrolls users in a subscription service
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What can you automate with Erxes + Invoiced?

Streamline customer onboarding, eliminate manual invoicing tasks, and keep your billing data perfectly synchronised.

What you can automate?
Turn Erxes submissions into Invoiced customers
Automatically create a new customer record in Invoiced the moment a prospective client submits a form or engages with your Erxes chatbot.
📋
Capture every submitted custom field
Map all detailed answers and custom inputs from your Erxes forms directly into Invoiced customer profiles and invoice fields without manual copy-pasting.
🔔
Notify your finance team instantly
Alert your billing staff the second a new customer is registered or an invoice is paid by routing messages straight to Slack or Gmail.
🔀
Route customers based on form answers
Apply conditional logic to create different invoice tiers or subscription plans in Invoiced depending on the specific package selected in Erxes.
🔄
Keep financial records synchronised
Update customer statuses in Erxes automatically whenever invoices are generated, viewed, or paid in Invoiced.
🔍
Prevent duplicate records across tools
Search existing Invoiced customer databases before creating new entries to ensure clean data management across both platforms.
💳
Handle payment and invoice status updates
Trigger downstream updates when invoices are paid, credit notes are issued, or subscriptions are modified in Invoiced.
🚀
Extend billing workflows to Slack
Connect your Erxes and Invoiced core flow to Slack to announce payment milestones and keep internal teams fully informed.
And much more...

Who is Erxes + Invoiced integration for?

Operations teams, finance departments, and customer success managers eliminate manual billing bottlenecks and keep client records synchronised across both platforms.

Finance analysts
Finance analysts
Customer success managers
Customer success managers
Account managers
Account managers
Billing coordinators
Billing coordinators
Sales representatives
Sales representatives
Operations leads
Operations leads
📈
Finance analysts
You're compiling revenue reports from Erxes chats but your financial metrics only update when someone manually exports payment logs, so the totals you're reviewing are always a few hours behind — with this integration, every new transaction lands in Invoiced instantly and your financial data stays current.
Customer success managers
You need to onboard new clients immediately after form submissions arrive, but manual data transfers between Erxes and Invoiced mean accounts wait hours for provisioning — automating both apps means every customer profile is established instantly and your onboarding starts without delay.
🤝
Account managers
You answer to clients who want to see billing updates and project progress reflected across accounts, but scattered records cause confusion — this integration means client interactions in Erxes and payment statuses in Invoiced remain perfectly synchronised at all times.
📊
Billing coordinators
The volume of incoming Erxes form submissions is too high for anyone to keep up with manual invoice creation, leading to delayed billing cycles — connecting these apps means every submission generates an Invoiced record automatically so nothing slips through the cracks.
🎯
Sales representatives
You depend on upstream lead data from Erxes to generate customer profiles and invoices in Invoiced, but communication gaps slow down deal closures — automating both apps means lead handoffs happen instantly the moment a submission is received.
🗂️
Operations leads
You need a reliable audit trail of customer interactions and financial transactions, but manual data entry keeps leaving gaps in your history — integrating these apps means every Erxes event and Invoiced record is logged accurately with zero manual effort.
Our team

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Why choose Integrately to automate Erxes + Invoiced

Build and manage your Erxes + Invoiced automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Erxes + Invoiced with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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2
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Erxes to Invoiced?
Frequently Asked Questions
You can connect Erxes to Invoiced in 1-click using ready-made workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, HubSpot, and Google Sheets.
Can I automatically create Invoiced customers from Erxes form submissions?
Frequently Asked Questions
Can I connect Erxes, Invoiced, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Invoiced?
Frequently Asked Questions
How does Erxes data trigger actions in Invoiced?
Frequently Asked Questions
Can Invoiced payment events update Erxes records?
Frequently Asked Questions
Do I need coding skills to automate Erxes and Invoiced?
Frequently Asked Questions
Is the Erxes and Invoiced integration free?
Frequently Asked Questions
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You Can Also Connect Erxes or Invoiced With 1500+ Other Apps

Erxes
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Invoiced
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Sync Invoiced with accounting, payment gateway, and reporting tools to keep your financial stack working together.
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