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 user
Triggers when a new user is created
User created or updated
Triggers when the details of an existing user are created or updated
New module
Triggers when a new module is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is 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 module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Draft email template
Drafts an email based on the selected template
Add user
Adds a new user
Add tags
Adds tags to the specified record
Convert lead to contact
Converts a lead to a contact
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
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 lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique 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 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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
