Integrate OnePageCRM with Invoice Ninja
Send information between OnePageCRM and Invoice Ninja automatically, without writing any code, using Zoho Flow.
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Create an invoice in Invoice Ninja for recently won deals in OnePageCRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Invoice Ninja each time a deal is won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Invoice Ninja.
Create an invoice in Invoice Ninja for recently won deals in OnePageCRM
OnePageCRM + Invoice Ninja
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Supported triggers and actions
Integrate OnePageCRM and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
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 contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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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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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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