Integrate Invoice Ninja with Upsales
Send information between Invoice Ninja and Upsales automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Invoice Ninja and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Company created
Triggers when a new company is created
User created
Triggers when a new user is created
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
Order created
Triggers when a new order is created
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create expense
Creates a new expense
Create payment
Creates a new payment
Create product
Creates a new product
Create client
Creates a new client
Create invoice
Creates a new invoice
Send invoice
Sends an existing invoice to a client via email
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 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
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
Create appointment
Creates a new appointment
Create activity
Creates a new activity
Create contact
Creates a new contact
Create order
Creates a new order
Create company
Creates a new company
Create product
Creates a new product
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.
Similar apps
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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