Invoice Ninja + ConvertAPI Integration

Integrate ConvertAPI to Invoice Ninja in one click, or tell Integrately AI how you want each invoice handled. Convert files, update your financial records, and trigger downstream notifications 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
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
  • ConvertAPI
    Convert data in ConvertAPI
  • ConvertAPI
    Convert file in ConvertAPI
  • ConvertAPI
    Convert web url in ConvertAPI
  • ConvertAPI
    Convert base64 encoded file in ConvertAPI

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Ready WorkflowsReady Workflows   for Invoice Ninja + ConvertAPI Integration

Convert invoice files, process document formats, update financial records, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ConvertAPI + Invoice Ninja flow

Extend your document conversion and invoicing workflows with CRM, storage, and team communication tools. Pick a combination and activate it in one click.

Invoice Ninja
ConvertAPI
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
I
C
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When an invoice is created in Invoice Ninja, convert the document using ConvertAPI and create a charge in Stripe
New Invoice Ninja invoices are converted instantly via ConvertAPI and charged through Stripe without manual intervention.
I
C
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When a payment is created in Invoice Ninja, convert the receipt via ConvertAPI and update the customer record in Stripe
Payment confirmations in Invoice Ninja trigger ConvertAPI file conversion and update customer logs in Stripe automatically.
I
C
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When a client is created in Invoice Ninja, convert their onboarding file via ConvertAPI and create a customer in Stripe
New Invoice Ninja clients trigger ConvertAPI document conversion and establish matching customer profiles in Stripe.
I
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Use Claude to evaluate Invoice Ninja payment disputes, convert supporting files via ConvertAPI, and update Stripe
Claude reviews Invoice Ninja dispute data before ConvertAPI processes files and Stripe updates the record.

Supported triggers and actions for Invoice Ninja and ConvertAPI

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
Try it →
Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
Try it →
Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
Try it →
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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 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
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
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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
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 →
ConvertAPI
ConvertAPI Triggers & Actions
No trigger is available
Convert data in ConvertAPI
Transform data from one format to another
Try it →
Convert file in ConvertAPI
Convert files from one format to another
Try it →
Convert web url in ConvertAPI
Convert a web url into a clickable link
Try it →
Convert base64 encoded file in ConvertAPI
Convert a base64 encoded file to its original format
Try it →

What can you automate with ConvertAPI + Invoice Ninja?

Streamline document conversion and invoicing tasks with ready-made automation workflows.

What you can automate?
🔄
Convert invoice documents instantly
Transform invoice formats automatically the moment a new invoice is created in Invoice Ninja, ensuring your files are always ready for downstream systems.
📑
Capture every submitted invoice field
Map all available invoice and client details into your target storage folders or accounting platforms instead of just basic identifiers.
🔔
Alert your team on Slack immediately
Notify your finance or sales channels the second an invoice is converted or a payment is recorded, keeping everyone aligned.
🔀
Route records based on client tier
Trigger different conversion paths or CRM updates depending on whether an invoice belongs to a standard customer or an enterprise account.
📝
Keep financial records up to date
Update customer profiles, deal stages, and accounting ledgers automatically whenever invoice or payment data changes.
🔍
Search and update without duplicates
Find existing client profiles and update their records rather than creating redundant entries across your connected apps.
Handle payment and quote status changes
Automate follow-up actions when a quote is approved, an invoice is paid, or a transaction status changes in Invoice Ninja.
🚀
Extend workflows to Google Drive
Archive converted invoice files securely in Google Drive folders while syncing data across your core invoicing platform.
And much more...

Who is ConvertAPI + Invoice Ninja integration for?

Finance professionals, billing managers, and operations teams streamline document conversion and invoicing workflows to eliminate manual data entry errors.

Finance Managers
Finance Managers
Billing Specialists
Billing Specialists
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Accounts Receivable Teams
Accounts Receivable Teams
Bookkeepers
Bookkeepers
📈
Finance Managers
You're reviewing revenue reports every morning but your financial spreadsheets only update when someone manually exports records, so your figures are always a few hours behind — with this integration, every new invoice lands in your accounting system instantly and your numbers stay current.
Billing Specialists
You need to process customer payments quickly, but you find out about failed transactions too late because records are scattered across tools — this integration means every payment update triggers immediate file processing and updates your ledgers without delay.
🤝
Client Success Leads
You answer to clients who want to see their approved quotes and billing status immediately, but manual document formatting slows you down — automating both apps means every approved quote converts and reaches your storage folders instantly.
⚙️
Operations Directors
The volume of daily invoices is too high for anyone to keep up by hand, leading to bottlenecks in document routing — with this integration, every submitted invoice converts and routes automatically without manual oversight.
📋
Accounts Receivable Teams
You own the collection process and depend on upstream teams to hand over converted invoice files, but handoffs are frequently missed — connecting these apps means every new invoice document is processed and routed to your team right away.
🗂️
Bookkeepers
You need a reliable audit history and keep finding gaps where documents were not converted or filed correctly — automating both apps means every invoice and payment is processed and logged with zero omissions.
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 + ConvertAPI

Build and manage your Invoice Ninja + ConvertAPI 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 + ConvertAPI 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect ConvertAPI to Invoice Ninja?
Frequently Asked Questions
You can connect ConvertAPI to Invoice Ninja in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow and map fields for you. You can also integrate apps like Stripe, QuickBooks Online, and Slack.
Can I automatically convert invoice documents when a new invoice is created in Invoice Ninja?
Frequently Asked Questions
Can I connect ConvertAPI, Invoice Ninja, and Google Drive?
Frequently Asked Questions
What is a good Zapier alternative for ConvertAPI and Invoice Ninja?
Frequently Asked Questions
How does ConvertAPI handle file conversion in my workflows?
Frequently Asked Questions
How does Invoice Ninja trigger invoice and payment automation?
Frequently Asked Questions
Do I need coding skills to automate ConvertAPI and Invoice Ninja?
Frequently Asked Questions
Is the ConvertAPI and Invoice Ninja integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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Sync invoicing platforms with accounting, CRM, and communication tools to keep financial operations running smoothly.