Integrate Kylas with Invoice Ninja

Send information between Kylas and Invoice Ninja automatically, without writing any code, using Zoho Flow.

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Generate an invoice in Invoice Ninja for newly closed deals in Kylas

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Invoice Ninja whenever a deal is closed in Kylas.

How it works
  1. The flow triggers when the details of an existing deal are updated in Kylas.
  2. Zoho Flow creates a new invoice in Invoice Ninja.
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Generate an invoice in Invoice Ninja for newly closed deals in Kylas

Kylas + Invoice Ninja

Build your own integrations between Kylas and Invoice Ninja

Connect Kylas and Invoice Ninja with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Kylas and Invoice Ninja using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Contact updated

Triggers when the details of an existing contact are updated

Deal created or updated

Triggers when a deal is created or updated

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Company created

Triggers when a new company is created

Call logs created or updated

Triggers when a call log is created or updated

Lead created or updated

Triggers when a lead is created or updated

Deal created

Triggers when a new deal is created

Lead updated

Triggers when the details of an existing lead are updated

Contact created or updated

Triggers when a contact is created or updated

Company created or updated

Triggers when a company is created or updated

Task created or updated

Triggers when a task is created or updated

Task updated

Triggers when the details of an existing task are updated

Task created

Triggers when a new task is created

Deal updated

Triggers when the details of an existing deal are updated

Quote added

Trigger when a new quote is added

Client added

Trigger when a new client is added

Payment added

Trigger when a new payment is added

Invoice added

Trigger when a new invoice is added

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create deal

Creates a new deal

Create lead

Creates a new lead

Create company

Creates a new company

Create product or service

Creates a new product or service

Create contact

Creates a new contact

Update task

Updates the details of an existing task

Close deal

Closes the specified deal

Update product or service

Updates the details of an existing product or service

Update company

Updates the details of an existing company

Update lead

Updates the details of an existing lead

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Close lead

Close the specified lead

Fetch company

Fetches the details of an existing company using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch task

Fetches the details of an existing task using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch lead

Fetches the details of an existing lead using ID

Send invoice

Sends an existing invoice to a client via email

Create invoice

Creates a new invoice

Create payment

Creates a new payment

Create expense

Creates a new expense

Create client

Creates a new client

Create product

Creates a new product

Create task

Creates a new task

Fetch client by name

Fetches the details of an existing client record by name

Fetch expense category by name

Fetches an existing expense category by name

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch product by key

Fetches the details of an existing product by key

Fetch expense category by ID

Fetches an existing expense category by ID

Fetch client by ID

Fetches the details of an existing client record by ID

Fetch invoice by number

Fetches the details of an existing invoice by number

What is Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

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.

Proposals & Invoices

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Technical and Operations Head, TruAct

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