Calendly + Invoice Ninja Integration

Integrate Calendly to Invoice Ninja in one click, or tell Integrately AI how you want each booking handled. Create invoice ninja clients, generate invoices, update customer records, and track payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Calendly
    Invitee is created with event filter in Calendly Instant
  • Calendly
    Invitee is created in Calendly Instant
  • Calendly
    Invitee is canceled in Calendly Instant
  • Invoice Ninja
    Project is updated in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is created in Invoice Ninja Instant
  • Invoice Ninja
    Task is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Project is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Product is created in Invoice Ninja Instant
  • Invoice Ninja
    Product is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is created in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is updated in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Client is created in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is created in Invoice Ninja Instant
  • Invoice Ninja
    Payment is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is created in Invoice Ninja Instant
Arrow Right
2.
  • Calendly
    Create events type in Calendly
  • Calendly
    Update event type in Calendly
  • Invoice Ninja
    Create client in Invoice Ninja
  • Invoice Ninja
    Search client in Invoice Ninja
  • Invoice Ninja
    Update client in Invoice Ninja
  • Invoice Ninja
    Create invoice in Invoice Ninja
  • Invoice Ninja
    Search invoice in Invoice Ninja
  • Invoice Ninja
    Update invoice in Invoice Ninja
  • Invoice Ninja
    Create task in Invoice Ninja
  • Invoice Ninja
    Create quote in Invoice Ninja
  • Invoice Ninja
    Search quote in Invoice Ninja
  • Invoice Ninja
    Update quote in Invoice Ninja
  • Invoice Ninja
    Create payment in Invoice Ninja

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Ready Workflows Ready Workflows for Calendly + Invoice Ninja Integration

Capture bookings, create clients, generate invoices, record payments, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Calendly + Invoice Ninja Integration

Create Invoice Ninja client from new Calendly invitee

Sales teams use Calendly to schedule appointments with leads and customers. When a new invitee is created in Calendly, it's always helpful to create a corresponding client record in Invoice Ninja. This will prove to be beneficial in the future as all interactions with that customer can be tracked in one place.
Use this Calendly - Invoice Ninja integration to automate the process of creating client in Invoice Ninja for every new invitee created in Calendly. Just set it up, and you'll end up saving time on data entry as well.
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Calendly + Invoice Ninja Integration

Create Invoice Ninja task for new Calendly invitee

If you're using Calendly to manage event invitations, you may want to create a task in Invoice Ninja when an invitee is created. This way, you can keep track of who has been invited and make sure they receive the proper information.

But manually creating task can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an invitee is created, it will trigger a task creation in Invoice Ninja.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Calendly + Invoice Ninja flow

Connect your scheduling and billing to messaging, sheets, and finance tools for streamlined operations. Pick a combination and activate it in one click.

Calendly
Invoice Ninja
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
QuickBooks OnlineQuickBooks Online (4)
C
I
S
When a new Calendly invitee is created, create a client in Invoice Ninja and charge them in Stripe.
New Calendly invitees automatically become Invoice Ninja clients and trigger a payment charge in Stripe without manual data entry.
I
C
S
When an Invoice Ninja payment is created, update the invitee status in Calendly and record the transaction in Stripe.
Successful Invoice Ninja payments update your Calendly records and sync transaction details to Stripe instantly.
S
I
C
If a Stripe payment succeeds, create a client in Invoice Ninja and send a confirmation link in Calendly.
Verified Stripe payments automatically provision your Invoice Ninja clients and trigger scheduled meeting confirmations.
S
I
C
Use ChatGPT to review Stripe failed payments, create an Invoice Ninja client note, and update Calendly.
ChatGPT analyses Stripe failures, logs notes in Invoice Ninja, and flags the associated Calendly booking for review.

Supported triggers and actions for Calendly and Invoice Ninja

Mix and match to build the exact automation you need

Calendly
Calendly Triggers & Actions
Instant
Invitee is created with event filter in Calendly
Triggers the automation when a new invitee is created
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Instant
Invitee is created in Calendly
Triggers the automation when a new invitee is created
Try it →
Instant
Invitee is canceled in Calendly
Triggers the automation when an invitee for an event is canceled
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Create events type in Calendly
Adds a new type of event to the calendar
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Update event type in Calendly
Modifies an existing event type
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Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
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Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
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Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
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Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
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Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
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Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
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Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
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Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
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Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
Try it →
Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
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Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
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Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
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Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
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Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
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Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
Try it →
Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
Try it →
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it →
Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it →
Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
Try it →
Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it →
Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
Try it →
Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
Try it →
Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
Try it →
Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it →
Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it →
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
Try it →
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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Instant
Client is created in Invoice Ninja
Triggers the automation when a new client is created
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Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
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Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
Try it →
Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
Try it →
Create client in Invoice Ninja
Generates a new client profile
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Search client in Invoice Ninja
Searches for a client
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Update client in Invoice Ninja
Updates client information
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Create invoice in Invoice Ninja
Generates invoices for sales transactions
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Search invoice in Invoice Ninja
Locates and retrieves invoices with
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Update invoice in Invoice Ninja
Updates invoice details based on new information
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Create task in Invoice Ninja
Creates a new task
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Create quote in Invoice Ninja
Generates a new quote with pre-filled information
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Search quote in Invoice Ninja
Searches for a quote
Try it →
Update quote in Invoice Ninja
Updates the existing quote with new information
Try it →
Create payment in Invoice Ninja
Generates and process a payment transaction
Try it →

What can you automate with Calendly + Invoice Ninja?

Streamline your client onboarding, scheduling, and billing workflows with powerful automated actions.

What you can automate?
Create Invoice Ninja clients from new bookings
Instantly generate a new client profile in Invoice Ninja the moment an invitee schedules an event in Calendly. Eliminate manual copy-pasting between your calendar and billing software.
📋
Capture every custom screening question
Map all submitted Calendly form fields and answers directly into Invoice Ninja client notes and invoice fields. Ensure your billing team has all context without checking the calendar.
🔔
Alert your billing team instantly
Notify your finance or sales channel in Slack or via Gmail the second a new booking is confirmed and an invoice is generated. Keep everyone informed without manual check-ins.
🔀
Route clients based on event types
Set up conditional rules to handle enterprise bookings differently from standard consultations, creating customized invoices in Invoice Ninja based on the selected Calendly event.
🔄
Keep invoice statuses synchronized
Update invoice details in Invoice Ninja whenever meeting details change or get rescheduled in Calendly. Maintain complete data consistency across both platforms.
🔍
Search and update existing client records
Check if an Invoice Ninja client already exists before creating a new one, updating their contact details automatically with every new Calendly booking to prevent duplicate entries.
💸
Handle meeting cancellations and refunds
Automatically adjust invoice statuses in Invoice Ninja when an invitee cancels their meeting in Calendly. Keep your accounts receivable accurate without manual intervention.
🌐
Extend workflows to your favorite tools
Push booking and invoice data into Google Sheets, Slack, or QuickBooks Online to keep your entire business stack synchronized. Build multi-step automations effortlessly.
And much more...

Who is Calendly + Invoice Ninja integration for?

Calendly and Invoice Ninja integration eliminates manual data entry between your scheduling and billing platforms, ensuring accurate client records and seamless invoicing for every growing team.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Finance leads
Finance leads
Operations coordinators
Operations coordinators
Business owners
Business owners
📈
Performance marketers
You're running booking campaigns across multiple channels but your billing sheet only updates when someone manually exports client data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new booking lands in your accounts instantly and your data stays current.
Sales managers
You need your team to act fast the moment a prospect schedules a meeting, but manual client creation slows down your response time and lets hot leads go cold — automating both apps means every new invitee becomes an Invoice Ninja client instantly so your reps can follow up without delay.
🤝
Account managers
You answer to clients who expect invoices and meeting schedules to match their project milestones perfectly, but manual tracking leaves gaps in your paperwork — connecting these apps means every booking and invoice stays synchronized so your clients always see professional, up-to-date documentation.
📊
Finance leads
The volume of bookings and invoices is too high for anyone to keep up by hand, leading to missed payments and untracked client accounts — automating both apps means every scheduled meeting automatically triggers client setup and invoicing, keeping your financial records airtight.
💼
Operations coordinators
You own the billing and scheduling workflow and depend on your team to hand over booking details before you can issue invoices, causing frustrating bottlenecks — this integration means booking data flows straight into your invoicing platform the second a meeting is booked.
🗂️
Business owners
You need a reliable history of all client interactions and payments but keep finding gaps between your calendar and your accounting software — automating both apps means every client record and invoice is created in lockstep, giving you a complete view of your business.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Calendly + Invoice Ninja

Build and manage your Calendly + Invoice Ninja automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Calendly + Invoice Ninja with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Calendly to Invoice Ninja?
Frequently Asked Questions
You can connect Calendly to Invoice Ninja instantly using 1-click ready workflows or Integrately AI. It links your scheduling and billing seamlessly alongside tools like Slack and Google Sheets.
Can I automatically create Invoice Ninja clients from new Calendly bookings?
Frequently Asked Questions
Can I connect Calendly, Invoice Ninja, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Calendly and Invoice Ninja?
Frequently Asked Questions
How does Calendly handle invitee data when connecting to Invoice Ninja?
Frequently Asked Questions
Can I update Invoice Ninja invoices when Calendly events change?
Frequently Asked Questions
Do I need coding skills to automate Calendly and Invoice Ninja?
Frequently Asked Questions
Is the Calendly and Invoice Ninja integration free?
Frequently Asked Questions
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You Can Also Connect Calendly or Invoice Ninja With 1500+ Other Apps

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Invoice Ninja
Popular Invoice Ninja Integrations
Sync Invoice Ninja with payment gateways, accounting software, and project management tools to keep financial data flowing.