Invoice Ninja and Salesflare

Proposal & Invoice Management invoiceninja.com ↗

How to connect Invoice Ninja

Via Zapier — 35 operations available. Set it up ↗
Via Make — 47 modules available. Set it up ↗

What you can automate

When new Client in Invoice Ninja, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in Invoice Ninja, create opportunity, then find or create contact in Salesflare.
When new Payment in Invoice Ninja, create opportunity, then find or create contact in Salesflare.
When new Quote in Invoice Ninja, create opportunity in Salesflare.
When new Opportunity in Salesflare, create Quote in Invoice Ninja.
When new Task in Salesflare, create Task in Invoice Ninja.

About Invoice Ninja

Create. Send. Get Paid. Invoice Ninja is a free, code-available suite of apps to invoice clients, accept payments, track expenses & time billable-tasks. Designed for freelancers and small to medium-sized businesses to increase efficiency, Invoice Ninja will help you get paid!

Invoice Ninja operations on Zapier

Triggers (12)

Start a workflow when this happens

New Client — Triggers when a new client is added.
New Credit — Triggers when a new credit is added.
New Invoice — Triggers when a new invoice is added.
New Payment — Triggers when a new payment is added.
New Project — Triggers when a new project is added.

Show 7 more triggers

New Quote — Triggers when a new quote is added.
Sent Invoice — Triggers when an invoice is sent.
Sent Quote — Triggers when a quote is sent.
Update Client — Triggers when a client is updated.
Update Invoice — Triggers when an invoice is updated.
Update Payment — Triggers when a payment is updated.
Update Quote — Triggers when a quote is updated.

Actions (17)

Things Salesflare can make it do

Create Client — Creates a new client
Create Credit — Creates a new credit.
Create Invoice — Creates a new invoice.
Create Payment — Creates a new payment.
Create Product — Creates a new product.

Show 12 more actions

Create Project — Creates a new project.
Create Quote — Creates a new qoute.
Create Recurring Invoice — Creates a new recurring invoice.
Create Task — Creates a new task.
Email Invoice — Emails an invoice.
Email Quote — Emails a quote.
Find or Create Client — Finds a client by their email or id number
Find or Create Credit — Finds an credit by it's credit number.
Find or Create Invoice — Finds an invoice by it's invoice number.
Find or Create Product — Finds a product by its ...
Find or Create Project — Finds a project by searching.
Find or Create Quote — Finds an quote by it's quote number.

Searches (6)

Look up existing records

Find Client — Finds a client by their email or id number
Find Credit — Finds an credit by it's credit number.
Find Invoice — Finds an invoice by it's invoice number.
Find Product — Finds a product by its ...
Find Project — Finds a project by searching.

Show 1 more searches

Find Quote — Finds an quote by it's quote number.

Invoice Ninja operations on Make

Triggers (6)

Start a workflow when this happens

Watch New Client — Triggers when a new client is added.
Watch New Expense — Triggers when a new expense is added.
Watch New Invoice — Triggers when a new invoice is added.
Watch New Payment — Triggers when a new payment is added.
Watch New Quote — Triggers when a new quote is added.

Show 1 more triggers

Watch New Task — Triggers when a new task is added.

Actions (33)

Things Salesflare can make it do

Create a Client — Creates a client.
Create a Payment — Creates a payment.
Create a Product — Creates a product.
Create a Quote — Creates a quote.
Create a Recurring Invoice — Creates a recurring invoice.

Show 28 more actions

Create a Task — Creates a task.
Create an Expense — Creates an expense.
Create an Invoice — Creates an invoice.
Delete a Client — Deletes a client.
Delete a Payment — Deletes a payment.
Delete a Product — Deletes a product.
Delete a Quote — Deletes a quote.
Delete a Recurring Invoice — Deletes a recurring invoice.
Delete a Task — Deletes a task.
Delete an Expense — Deletes an expense.
Delete an Invoice — Deletes an invoice.
Get a Client — Gets a client.
Get a Payment — Gets a payment.
Get a Product — Gets a product.
Get a Quote — Gets a quote.
Get a Recurring Invoice — Gets a recurring invoice.
Get a Task — Gets a task.
Get an Expense — Gets an expense.
Get an Invoice — Gets an invoice.
Make an API Call — Performs an arbitrary authorized API call.
Update a Client — Updates a client.
Update a Payment — Updates a payment.
Update a Product — Updates a product.
Update a Quote — Updates a quote.
Update a Recurring Invoice — Updates a recurring invoice.
Update a Task — Updates a task.
Update an Expense — Updates an expense.
Update an Invoice — Updates an invoice.

Searches (8)

Look up existing records

List Clients — Gets all clients.
List Expenses — Gets all expenses.
List Invoices — Gets all invoices.
List Payments — Gets all payments.
List Products — Gets all products.

Show 3 more searches

List Quotes — Gets all quotes.
List Recurring Invoices — Gets all recurring invoices.
List Tasks — Gets all tasks.

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