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
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new invoice in Invoice Ninja.
Generate an invoice in Invoice Ninja for newly closed deals in Kylas
Kylas + Invoice Ninja
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Supported triggers and actions
Integrate Kylas and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created or updated
Triggers when a task is created or updated
Company created
Triggers when a new company is created
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company is created or updated
Lead created
Triggers when a new lead is created
Lead updated
Triggers when the details of an existing lead are updated
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
Company updated
Triggers when the details of an existing company are updated
Task updated
Triggers when the details of an existing task are updated
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Contact updated
Triggers when the details of an existing contact are updated
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
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 task
Creates a new task
Create product or service
Creates a new product or service
Create lead
Creates a new lead
Create deal
Creates a new deal
Create contact
Creates a new contact
Create company
Creates a new company
Close lead
Close the specified lead
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Close deal
Closes the specified deal
Update product or service
Updates the details of an existing product or service
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch company
Fetches the details of an existing company 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
Send invoice
Sends an existing invoice to a client via email
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
Fetch client by name
Fetches the details of an existing client record by name
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 expense category by name
Fetches an existing expense category 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 product by key
Fetches the details of an existing product by key
Fetch vendor by ID
Fetches the details of an existing vendor by ID
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.
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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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