Invoice Ninja + Chatra Integration

Integrate Chatra to Invoice Ninja in one click, or tell Integrately AI how you want each client handled. Capture website visitor details, create new clients, generate invoices, and log payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Task is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is created in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved 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 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
    Project is updated 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
    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
  • Chatra
    Conversation is started in Chatra Instant
  • Chatra
    Message is received in Chatra Instant
  • Chatra
    Chat is finished in Chatra Instant
Arrow Right
2.
  • 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 Chatra + Invoice Ninja Integration

Capture visitor enquiries, create Invoice Ninja clients, set up tasks, generate quotes, and log payments, all in just one click.

Most popular automationmost-popular-automations
  • 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 Chatra + Invoice Ninja flow

Sync your live chat leads and invoices with payment gateways, communication channels, and CRMs. Pick a combination and activate it in one click.

Invoice Ninja
Chatra
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
TrelloTrello (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
C
I
S
When a conversation is started in Chatra, create a client in Invoice Ninja and add a customer in Stripe
New Chatra conversations instantly create a client in Invoice Ninja and a matching customer record in Stripe, eliminating manual data entry.
C
I
S
When a message is received in Chatra, create an invoice in Invoice Ninja and charge the payment method in Stripe
Turn chat requests into paid invoices immediately with automated client billing and payment processing.
C
I
S
If a chat is finished in Chatra, search for the client in Invoice Ninja and record a payment in Stripe
Confirm client payments and update your financial ledger automatically after every closed chat session.
C
I
S
Use Claude to evaluate Chatra visitor intent, create an Invoice Ninja quote, and generate a Stripe payment link
AI analyses chat content to draft precise quotes and payment links without manual review.

Supported triggers and actions for Invoice Ninja and Chatra

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it →
Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
Try it →
Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
Try it →
Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it →
Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
Try it →
Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
Try it →
Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
Try it →
Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
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Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit 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
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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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
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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 updated in Invoice Ninja
Triggers the automation when a client is updated
Try it →
Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
Try it →
Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
Try it →
Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
Try it →
Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
Try it →
Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
Try it →
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
Client is created in Invoice Ninja
Triggers the automation when a new client is created
Try it →
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
Try it →
Search invoice in Invoice Ninja
Locates and retrieves invoices with
Try it →
Update invoice in Invoice Ninja
Updates invoice details based on new information
Try it →
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 →
Chatra
Chatra Triggers & Actions
Instant
Conversation is started in Chatra
Triggers the automation when a new conversation is initiated
Try it →
Instant
Message is received in Chatra
Triggers the automation when a new message is received
Try it →
Instant
Chat is finished in Chatra
Triggers the automation when a chat is marked as complete
Try it →
No action is available

What can you automate with Chatra + Invoice Ninja?

Streamline your live chat operations and client billing with powerful automated workflows.

What you can automate?
💬
Create Invoice Ninja clients from live chats
Automatically generate a new client in Invoice Ninja the moment a visitor starts a conversation or sends a message in Chatra.
📋
Capture every submitted chat field
Map visitor names, contact details, and discussion notes directly into Invoice Ninja client profiles and custom fields.
🔔
Alert your team instantly on new chats
Notify staff members in messaging channels whenever a new chat conversation triggers client creation or invoice generation.
🔀
Route quotes based on chat criteria
Create standard or priority Invoice Ninja quotes automatically depending on the specific requirements discussed in chat.
🔄
Keep client details synchronized
Update existing Invoice Ninja client records automatically if visitors provide revised contact information during ongoing chats.
🔍
Search and update existing clients
Check if a visitor already exists in Invoice Ninja before creating a new profile to prevent duplicate records.
💳
Generate invoices and record payments
Create formal invoices in Invoice Ninja and log payment transactions as soon as chat consultations conclude.
📂
Extend workflows to external tools
Send chat data and Invoice Ninja records to connected apps like Google Sheets, Slack, or Trello in multi-step flows.
And much more...

Who is Chatra + Invoice Ninja integration for?

Teams handling website visitor enquiries and billing operations benefit from eliminating manual client data entry between chat sessions and invoices.

Sales managers
Sales managers
Customer support leads
Customer support leads
Freelancers and consultants
Freelancers and consultants
Operations directors
Operations directors
Account executives
Account executives
Finance administrators
Finance administrators
📈
Sales managers
You're reviewing conversion numbers from live chat but your billing records only update when someone manually types client details, so your pipeline metrics are always hours behind — with this integration, every new chat conversation creates an Invoice Ninja client instantly and your revenue data stays current.
Customer support leads
You need to respond immediately when visitors request quotes or invoices, but manual data transfer slows down your team's reaction time — automating both apps means every chat enquiry generates an Invoice Ninja client and triggers follow-ups without delay.
💼
Freelancers and consultants
You answer questions on your website and then spend extra time copying visitor details into billing software to send invoices — this integration means every completed chat conversation immediately sets up your client profiles in Invoice Ninja.
📊
Operations directors
Your chat volume is too high for staff to manually create client records and invoices without making transcription errors — connecting these apps means every interaction creates precise Invoice Ninja clients and tasks automatically.
🤝
Account executives
You depend on pre-sales chat logs to build custom quotes and need client data transferred the moment a conversation concludes — with this integration, visitor handoffs from Chatra to Invoice Ninja happen without any manual copy-pasting.
🗂️
Finance administrators
You need a reliable billing history but keep finding gaps where live chat leads were never added to your accounting platform — automating this workflow means every chat interaction is correctly logged as an Invoice Ninja client.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Invoice Ninja + Chatra

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

1,500+ apps connected
1,500+ apps connected
Connect Invoice Ninja + Chatra 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 Chatra to Invoice Ninja?
Frequently Asked Questions
You can connect Chatra to Invoice Ninja in 1 click using ready-made templates on Integrately. Choose your workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Invoice Ninja clients from Chatra conversations?
Frequently Asked Questions
Can I connect Chatra, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatra and Invoice Ninja?
Frequently Asked Questions
How does Chatra trigger automation data in this integration?
Frequently Asked Questions
What Invoice Ninja operations are supported in this integration?
Frequently Asked Questions
Can I automate Chatra and Invoice Ninja without coding?
Frequently Asked Questions
Is the Chatra and Invoice Ninja integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Chatra or Invoice Ninja With 1500+ Other Apps

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Invoice Ninja
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