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
Connect Zoho CRM 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 Zoho CRM and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
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 entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Payment added
Trigger when a new payment is added
Invoice added
Trigger when a new invoice is added
Quote added
Trigger when a new quote is added
Client added
Trigger when a new client is added
All Actions - Actions are the automated tasks
Update module entry
Updates the specified module entry
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Draft email template
Drafts an email based on the selected template
Add user
Adds a new user
Send email template
Sends an email to the specified users
Send mail merge
Sends a mail merge with details of the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Convert lead to contact
Converts a lead to a contact
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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
Fetch lead
Fetches a lead by email address or unique ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Create client
Creates a new client
Create product
Creates a new product
Create payment
Creates a new payment
Send invoice
Sends an existing invoice to a client via email
Create expense
Creates a new expense
Create task
Creates a new task
Create invoice
Creates a new invoice
Fetch invoice by number
Fetches the details of an existing invoice by number
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 invoice by ID
Fetches the details of an existing invoice by ID
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 client by ID
Fetches the details of an existing client record by ID
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
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
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.
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
Owain ap Rees
Sales Director, Artico
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
