Integrate Agendor with Invoice Ninja
Send information between Agendor 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 Agendor
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Invoice Ninja each time a deal is closed in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new invoice in Invoice Ninja.
Create an invoice in Invoice Ninja for recently won deals in Agendor
Agendor + Invoice Ninja
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Supported triggers and actions
Integrate Agendor and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Person updated
Triggers when the details of a person is updated
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Deal updated
Triggers when a the details of a deal is updated
Company updated
Triggers when the details of a company is updated
Invoice added
Trigger when a new invoice is added
Payment added
Trigger when a new payment is added
Client added
Trigger when a new client is added
Quote added
Trigger when a new quote is added
All Actions - Actions are the automated tasks
Create company deal
Creates a new company deal
Create person
Creates a person .
Create company
Creates a new company
Create person deal
Creates a person deal
Update deal status
Updates the status of the specified deal
Update person
Updates the details of the specified person
Update company
Updates the details of the specified company
Update deal
Updates the basic details of the specified deal
Fetch company
Fetches the details of an existing company
Fetch person
Fetch the details of the specified person
Fetch user
Fetches the details of the specified user
Create task
Creates a new task
Create expense
Creates a new expense
Create client
Creates a new client
Create invoice
Creates a new invoice
Create payment
Creates a new payment
Create product
Creates a new product
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 invoice by number
Fetches the details of an existing invoice by number
Fetch expense category by ID
Fetches an existing expense category by ID
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
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 product by key
Fetches the details of an existing product by key
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
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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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