Integrate Zoho CRM with Invoice Ninja
Send information between Zoho CRM and Invoice Ninja automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an invoice in Invoice Ninja for newly closed deals in Zoho CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Invoice Ninja each time a deal is won in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Invoice Ninja.
Generate an invoice in Invoice Ninja for newly closed deals in Zoho CRM
Zoho CRM + Invoice Ninja
Build your own integrations between Zoho CRM and Invoice Ninja
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Supported triggers and actions
Integrate Zoho CRM and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
New module
Triggers when a new module is created
Entry created or updated
Triggers when a record entry is created or updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Client added
Trigger when a new client is added
Quote added
Trigger when a new quote is added
Invoice added
Trigger when a new invoice is added
Payment added
Trigger when a new payment is added
All Actions - Actions are the automated tasks
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update user
Updates the details of an existing user based on user ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Send invoice
Sends an existing invoice to a client via email
Create task
Creates a new task
Create payment
Creates a new payment
Create product
Creates a new product
Create invoice
Creates a new invoice
Create expense
Creates a new expense
Create client
Creates a new client
Fetch expense category by name
Fetches an existing expense category by name
Fetch client by name
Fetches the details of an existing client record by name
Fetch client by ID
Fetches the details of an existing client record by ID
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch expense category by ID
Fetches an existing expense category by ID
Fetch product by key
Fetches the details of an existing product by key
Fetch invoice by number
Fetches the details of an existing invoice by number
What is Zoho CRM?
What is Invoice Ninja?
Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
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Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
