Invoice Ninja + Chatter Integration

Integrate Chatter to Invoice Ninja in one click, or tell Integrately AI how you want each invoice handled. Capture team communications, generate billing records, alert your finance team, and track project costs automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is sent in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Client is deleted 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
    Client is updated 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
  • Chatter
    Post is created in feed in Chatter
  • Chatter
    Group is created in Chatter
  • Chatter
    Topic is created in Chatter
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
  • Chatter
    Create post in feed in Chatter

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Ready WorkflowsReady Workflows ย  for Invoice Ninja + Chatter Integration

Capture messages, generate invoices, keep clients updated, alert your team, and track payments, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your Chatter + Invoice Ninja flow

Push billing details into CRMs, accounting systems, and support tools the moment invoices and posts update. Pick a combination and activate it in one click.

Invoice Ninja
Chatter
+
SalesforceSalesforce (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
C
I
S
Create a Salesforce contact and Invoice Ninja client from every new Chatter post automatically
Every new Chatter post instantly generates an Invoice Ninja client and a matching Salesforce contact without manual data entry.
C
I
S
Update Salesforce account records when an Invoice Ninja invoice is sent after a Chatter discussion
Keep Salesforce accounts updated whenever Invoice Ninja sends an invoice prompted by a Chatter team discussion.
C
I
S
Create a Salesforce task when an Invoice Ninja payment is created following a Chatter project update
Trigger follow-up Salesforce tasks automatically when Invoice Ninja logs a payment discussed in Chatter.
C
I
S
Use ChatGPT to analyze Chatter project notes, create an Invoice Ninja invoice, and update Salesforce
Extract billing details with AI from Chatter notes to generate invoices and update Salesforce records automatically.

Supported triggers and actions for Invoice Ninja and Chatter

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
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Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
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Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
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Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
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Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
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Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
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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 deleted in Invoice Ninja
Triggers the automation when a quote is deleted
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Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
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Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
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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
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Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
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Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
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Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
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Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
Try it โ†’
Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
Try it โ†’
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 โ†’
Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
Try it โ†’
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it โ†’
Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it โ†’
Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
Try it โ†’
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
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Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
Try it โ†’
Create client in Invoice Ninja
Generates a new client profile
Try it โ†’
Search client in Invoice Ninja
Searches for a client
Try it โ†’
Update client in Invoice Ninja
Updates client information
Try it โ†’
Create invoice in Invoice Ninja
Generates invoices for sales transactions
Try it โ†’
Search invoice in Invoice Ninja
Locates and retrieves invoices with
Try it โ†’
Update invoice in Invoice Ninja
Updates invoice details based on new information
Try it โ†’
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 โ†’
Update quote in Invoice Ninja
Updates the existing quote with new information
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Create payment in Invoice Ninja
Generates and process a payment transaction
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Chatter
Chatter Triggers & Actions
Post is created in feed in Chatter
Triggers the automation when a new post is created in the feed
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Group is created in Chatter
Triggers the automation when a new group is created
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Topic is created in Chatter
Triggers the automation when a new topic is created
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Create post in feed in Chatter
Creates a new post in the feed
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What can you automate with Chatter + Invoice Ninja?

Streamline your communication-to-billing pipeline by turning every Chatter post and invoice update into automated actions across your stack.

What you can automate?
๐Ÿงพ
Turn Chatter posts into Invoice Ninja invoices automatically
Generate invoices in Invoice Ninja the moment project teams finalize billable work in Chatter feeds. Eliminate manual copying and ensure every agreement is billed on time.
๐Ÿ“‹
Capture every detail from team discussions
Map custom fields from Chatter feed posts directly into Invoice Ninja client profiles and invoice line items. Maintain rich data context across your entire billing workflow.
๐Ÿ””
Alert your finance team instantly
Notify billing specialists and account owners the second an invoice is created or updated. Keep stakeholders informed without manual status meetings.
๐Ÿ”€
Route invoices based on submitted criteria
Apply conditional logic to direct VIP client requests to specialized billing queues in Invoice Ninja. Handle different project tiers with customized automation rules.
๐Ÿ”„
Keep financial records continuously updated
Synchronize invoice modifications and client profile changes between Chatter discussions and Invoice Ninja databases in real time.
๐Ÿ”
Prevent duplicate client entries
Search existing records before creating new clients in Invoice Ninja, updating profiles when matches exist. Keep your database clean and organized.
๐Ÿ’ณ
Automate actions on payment completion
Trigger downstream updates in Invoice Ninja whenever payments are received or quotes are approved. Maintain an accurate ledger of all financial milestones.
๐Ÿ”—
Extend your workflow to Slack
Connect Chatter and Invoice Ninja with Slack to broadcast real-time billing updates and payment notifications directly to your team channels.
And much more...

Who is Chatter + Invoice Ninja integration for?

Connecting Chatter and Invoice Ninja helps teams turn internal team conversations into actionable billing records and invoices without manual data entry.

Finance Managers
Finance Managers
Project Managers
Project Managers
Client Success Leads
Client Success Leads
Operations Teams
Operations Teams
Sales Representatives
Sales Representatives
Accounting Clerks
Accounting Clerks
๐Ÿ“ˆ
Finance Managers
You review revenue reports and project milestones in Chatter, but your billing records in Invoice Ninja only update when someone manually exports data, so the financial summaries you rely on are always hours behind โ€” with this integration, every Chatter post triggers accurate invoicing instantly and your numbers stay current.
โšก
Project Managers
You coordinate billable deliverables across Chatter discussions, but find out about delayed client invoices too late to keep projects on track โ€” connecting these apps means every project update automatically generates the right billing action and keeps your delivery schedule visible.
๐Ÿค
Client Success Leads
You answer client inquiries about billing status and project progress, but struggle to reconcile Chatter notes with Invoice Ninja records โ€” automating both apps means your client updates are backed by live data and you never miss a follow-up.
๐Ÿ“Š
Operations Teams
You handle high volumes of client requests in Chatter that need immediate invoice generation in Invoice Ninja, but manual data entry causes backlogs โ€” automating both apps means every request becomes an invoice instantly and your workflow handles peak volume without errors.
๐Ÿ’ผ
Sales Representatives
You close deals in Chatter and depend on finance teams to set up accounts in Invoice Ninja, creating handoff delays โ€” integrating these apps means your deal sign-offs automatically create client profiles and invoices the moment agreements are posted.
๐Ÿ—‚๏ธ
Accounting Clerks
You need a reliable audit trail of all project approvals and payment records, but keep finding gaps between Chatter discussions and Invoice Ninja entries โ€” with this integration, every conversation and financial record locks together automatically.
Our team

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Why choose Integrately to automate Invoice Ninja + Chatter

Build and manage your Invoice Ninja + Chatter 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 + Chatter 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 โ€” 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Chatter to Invoice Ninja?
Frequently Asked Questions
You can connect Chatter to Invoice Ninja in 1 click using ready templates on Integrately. Link your accounts, select a workflow, or ask Integrately AI to build custom sequences integrating tools like Slack, Salesforce, and Google Drive.
Can I automatically create Invoice Ninja invoices from Chatter posts?
Frequently Asked Questions
Can I connect Chatter, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatter and Invoice Ninja?
Frequently Asked Questions
How does Chatter handle data during invoice creation?
Frequently Asked Questions
Can Invoice Ninja trigger updates in other connected apps automatically?
Frequently Asked Questions
Do I need coding skills to automate Chatter and Invoice Ninja?
Frequently Asked Questions
Is the Chatter and Invoice Ninja integration free?
Frequently Asked Questions
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You Can Also Connect Chatter or Invoice Ninja With 1500+ Other Apps

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