Invoice Ninja + Clientify Integration

Integrate Clientify to Invoice Ninja in one click, or tell Integrately AI how you want each deal handled. Generate invoices, update your finance records, track deal statuses, and notify your sales team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Project is created 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
    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 deleted in Invoice Ninja Instant
  • Invoice Ninja
    Task is updated 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
    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 updated 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
  • Clientify
    Contact is created in Clientify
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
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
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Clientify + Invoice Ninja Integration

Create invoices from new deals, sync client profiles, track payments, and update task statuses, all in just one click.

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

Create Clientify contact for new Invoice Ninja client

Creating a new Clientify contact for every new Invoice Ninja client is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Invoice Ninja - Clientify integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Clientify and Invoice Ninja systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
See more
Clientify + Invoice Ninja Integration

Create Invoice Ninja client from new Clientify contact

If you're an ecommerce business owner who uses Clientify to power your online store, you'll be happy to know that when a new client is created in Invoice Ninja, this automation will automatically create a contact in Clientify.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
See more
  • 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 Clientify + Invoice Ninja flow

Sync financial records with accounting tools, alert your team on messaging platforms, and keep customer databases updated across your entire tech stack. Pick a combination and activate it in one click.

Invoice Ninja
Clientify
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
S
I
C
When a Stripe payment is created, create an invoice in Invoice Ninja and log the order in Clientify
Stripe payments instantly trigger an Invoice Ninja invoice and a Clientify order record without manual data entry.
C
S
I
When a Clientify deal is created, create a customer in Stripe and generate an invoice in Invoice Ninja
New Clientify deals automatically set up your Stripe customer profile and prepare an Invoice Ninja invoice instantly.
I
S
C
When an Invoice Ninja invoice is created, create a payment link in Stripe and update the deal in Clientify
Invoice Ninja invoices generate Stripe payment links and update Clientify deals so tracking stays current.
S
C
I
If a Stripe payment fails, update the deal stage in Clientify and add a task in Invoice Ninja
Failed Stripe payments update Clientify deal stages and open follow-up tasks in Invoice Ninja automatically.

Supported triggers and actions for Invoice Ninja and Clientify

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
Try it →
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
Try it →
Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
Try it →
Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
Try it →
Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
Try it →
Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
Try it →
Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
Try it →
Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
Try it →
Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it →
Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
Try it →
Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
Try it →
Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
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
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 updated in Invoice Ninja
Triggers the automation when a quote is updated
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
Try it →
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
Try it →
Search client in Invoice Ninja
Searches for a client
Try it →
Update client in Invoice Ninja
Updates client information
Try it →
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
Try it →
Create quote in Invoice Ninja
Generates a new quote with pre-filled information
Try it →
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 →
Clientify
Clientify Triggers & Actions
Contact is created in Clientify
Triggers the automation when a new contact is added
Try it →
Contact is updated in Clientify
Triggers the automation when a contact is updated
Try it →
Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
Try it →
Deal is created in Clientify
Triggers the automation when a new deal is created
Try it →
Task is created in Clientify
Triggers the automation when a new task is created
Try it →
Company is created in Clientify
Triggers the automation when a new company is created
Try it →
Create contact in Clientify
Adds a new contact to the database
Try it →
Search contact in Clientify
Finds and retrieves contact information
Try it →
Search user in Clientify
Searches for a user
Try it →
Create deal in Clientify
Generates a new deal with
Try it →
Update deal in Clientify
Updates deal information based on new criteria or changes
Try it →
Get deal in Clientify
Retrieves information about a deal
Try it →
Close deal in Clientify
Finalizes a deal
Try it →
Create task in Clientify
Creates a new task
Try it →
Create order in Clientify
Creates a new order
Try it →
Get company in Clientify
Retrieves information about a company
Try it →
Create abandoned cart in Clientify
Creates a new abandoned cart entry
Try it →
Search product in Clientify
Searches for a product
Try it →
Delete product in Clientify
Removes a product from the database
Try it →
Create product in Clientify
Creates a new workspace
Try it →
Search deal in Clientify
Try it →

What can you automate with Clientify + Invoice Ninja?

Streamline your sales and billing operations by connecting customer records directly to invoice generation.

What you can automate?
Generate invoices from new sales deals
Create an Invoice Ninja invoice automatically the moment a new deal is created in Clientify. Eliminate manual data transfer between your CRM and billing software.
📋
Capture every submitted contact detail
Map complete contact profiles from Clientify directly into Invoice Ninja client lists. Ensure billing documents always contain accurate customer information.
🔔
Notify your team on payment completion
Send instant notifications to your finance or sales channel whenever a payment is recorded in Invoice Ninja. Keep your entire team updated on revenue milestones.
🔀
Route workflows based on deal value
Apply conditional logic to handle high-value deals differently than standard orders. Trigger specialized invoicing rules or priority task creation automatically.
🔄
Keep records updated as deals progress
Update invoice statuses and CRM deal stages simultaneously whenever pipeline milestones change. Maintain perfect synchronization across both platforms.
🔍
Search and update existing accounts
Search for existing client records before creating new entries to prevent duplicate accounts. Keep your database clean and organized effortlessly.
💳
Handle payment updates and cancellations
Automatically adjust deal stages in Clientify when Invoice Ninja payments are received or quotes are updated. Keep your pipeline accurate in real time.
💬
Extend your workflow to team chat
Connect your core Clientify and Invoice Ninja setup with Slack to broadcast important financial updates and billing milestones to your team.
And much more...

Who is Clientify + Invoice Ninja integration for?

Connecting Clientify and Invoice Ninja helps sales and finance teams streamline customer profiles, automate invoice generation, and keep financial records fully synchronized.

Finance Managers
Finance Managers
Sales Executives
Sales Executives
Agency Directors
Agency Directors
Operations Coordinators
Operations Coordinators
Billing Specialists
Billing Specialists
Customer Success Leads
Customer Success Leads
📈
Finance Managers
You're reviewing monthly revenue reports in Clientify but your billing ledger only updates when someone manually exports invoices, so the financial figures you're analysing against are always a few hours behind — with this integration, every new invoice lands in your records instantly and your data stays current.
Sales Executives
You're closing deals in Clientify and need billing documents sent immediately, but waiting on manual requests delays payment collection — with this integration, every approved deal generates an invoice instantly and your clients receive payment links without delay.
🤝
Agency Directors
You answer to clients who want immediate confirmation when project milestones are reached and invoices are settled, but manual status updates take up valuable billing time — with this integration, every payment status syncs automatically and your client reporting remains transparent.
📊
Operations Coordinators
You're processing high volumes of daily client interactions and customer accounts across multiple platforms, but manual data entry causes missed billing entries — with this integration, every new contact syncs across apps and your operational backlog disappears.
💼
Billing Specialists
You depend on sales representatives to hand over closed accounts before you can create client invoices, but communication delays stall your billing cycle — with this integration, every finalized deal triggers invoice creation immediately and your workflow runs smoothly.
📋
Customer Success Leads
You need a reliable history of customer interactions and billing milestones, but find frequent gaps between CRM notes and invoice records — with this integration, every customer touchpoint updates unified profiles and your account history stays complete.
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 + Clientify

Build and manage your Invoice Ninja + Clientify 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 + Clientify 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Clientify to Invoice Ninja?
Frequently Asked Questions
You can connect Clientify to Invoice Ninja in 1 click using ready workflows on Integrately or by asking Integrately AI to build the integration for you. It takes just minutes to link your accounts and start automating invoices and deals.
Can I automatically create Invoice Ninja invoices when a Clientify deal is created?
Frequently Asked Questions
Can I connect Clientify, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Invoice Ninja?
Frequently Asked Questions
How are contacts handled between Clientify and Invoice Ninja?
Frequently Asked Questions
Can I update deal stages in Clientify when Invoice Ninja payments are received?
Frequently Asked Questions
Do I need coding skills to automate Clientify and Invoice Ninja?
Frequently Asked Questions
Is the Clientify and Invoice Ninja integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Clientify
Popular Clientify Integrations
Connect Clientify to marketing automation, lead generation, and analytics tools to nurture prospects and track engagement.
See All
Clientify Integrations arrow right
No popular apps found
Invoice Ninja
Popular Invoice Ninja Integrations
Sync Invoice Ninja with payment gateways, accounting platforms, and reporting software to manage cash flow and financial data.