Invoice Ninja + ConvertKit Integration

Integrate ConvertKit to Invoice Ninja in one click, or tell Integrately AI how you want each subscriber handled. Sync contact details, create invoices, record payments, and track client records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Project is updated in Invoice Ninja Instant
  • Invoice Ninja
    Project is created in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is deleted 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
    Product is created 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 updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is deleted 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 updated in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is created 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
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit 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
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit

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Ready Workflows Ready Workflows for ConvertKit + Invoice Ninja Integration

Capture subscribers, create clients, generate invoices, record payments, and update records, all in just one click.

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

Create Invoice Ninja invoice for new ConvertKit purchase

As soon as you receive a new ConvertKit purchase, you need to generate a corresponding invoice so that you can get paid. With this ConvertKit - Invoice Ninja integration, a new invoice will be created in your Invoice Ninja software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new ConvertKit purchase.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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ConvertKit + Invoice Ninja Integration

Create Invoice Ninja client for new ConvertKit subscriber

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Invoice Ninja client and ConvertKit subscriber can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ConvertKit + Invoice Ninja Integration

Create Invoice Ninja client from new ConvertKit purchase

As an online store owner, you're likely using ConvertKit to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' client information.

But did you know that you can easily integrate ConvertKit with Invoice Ninja? This integration will allow you to automatically create a client for each new purchase in Invoice Ninja.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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ConvertKit + Invoice Ninja Integration

Create Invoice Ninja task for new ConvertKit subscriber

Invoice Ninja and ConvertKit are two powerful cloud-based tools that can be used to improve business productivity. Using this Invoice Ninja - ConvertKit integration, you can automatically create task in Invoice Ninja whenever a new subscriber is created in ConvertKit.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your ConvertKit + Invoice Ninja flow

Sync billing records, form submissions, store orders, and team notifications across your entire stack. Pick a combination and activate it in one click.

Invoice Ninja
ConvertKit
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StripeStripe (4)
+
TypeformTypeform (4)
+
ShopifyShopify (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
NotionNotion (4)
C
S
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Create a Stripe customer for every confirmed ConvertKit subscriber, and generate an Invoice Ninja invoice.
New ConvertKit subscribers instantly become Stripe customers and Invoice Ninja invoices without manual data entry.
S
C
I
When a Stripe payment succeeds, add the subscriber in ConvertKit and record the payment in Invoice Ninja.
Successful Stripe payments update your ConvertKit list and record the payment in Invoice Ninja automatically.
S
C
I
If a Stripe subscription is created, add the subscriber to a ConvertKit sequence and create an Invoice Ninja client.
New Stripe subscriptions trigger onboarding sequences in ConvertKit and set up client profiles in Invoice Ninja.
S
C
C
I
Use ChatGPT to summarise Stripe payment notes, update ConvertKit tags, and create an Invoice Ninja expense.
ChatGPT processes Stripe payment details to update ConvertKit tags and record expenses in Invoice Ninja.

Supported triggers and actions for Invoice Ninja and ConvertKit

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
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Instant
Project is updated in Invoice Ninja
Triggers the automation when a project 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
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
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Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
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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
Try it →
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
Product is created in Invoice Ninja
Triggers the automation when a product 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
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
Try it →
Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
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 updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it →
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it →
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
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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
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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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ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
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What can you automate with ConvertKit + Invoice Ninja?

Streamline your subscriber management and client billing with robust automated workflows.

What you can automate?
🔄
Sync subscribers into client accounts automatically
Turn every confirmed ConvertKit subscriber into an active Invoice Ninja client profile the moment they join your list. Eliminate manual data entry between your email marketing and billing platforms.
📋
Capture every custom field and tag
Map subscriber tags, form details, and purchase history from ConvertKit directly into Invoice Ninja client notes and invoice fields. Keep your complete customer context intact across tools.
🔔
Notify your team the moment a client is created
Send instant alerts to your sales or finance channel whenever a new invoice is generated or a subscriber converts in Invoice Ninja. Keep every department aligned in real time.
🔀
Route records based on submitted subscriber tags
Apply conditional logic to send VIP subscribers to specialized invoice tiers while standard leads receive standard processing. Tailor your workflow to exact customer segments.
🔄
Keep client records updated across platforms
Automatically update existing Invoice Ninja client details whenever subscriber information changes in ConvertKit. Prevent outdated contact records from causing billing errors.
🔍
Search and update instead of creating duplicates
Check if a client already exists in Invoice Ninja before creating a new record from a ConvertKit subscriber. Maintain a clean and organized customer database effortlessly.
💳
Handle payments and invoice status changes
Trigger automated marketing updates in ConvertKit whenever an Invoice Ninja payment is created or an invoice is sent. Align your billing lifecycle with your email sequences.
🔗
Extend your workflow with Slack or Notion
Connect your core ConvertKit and Invoice Ninja flow to Slack for instant team notifications or Notion for detailed documentation databases. Build multi-step pipelines that fit your exact needs.
And much more...

Who is ConvertKit + Invoice Ninja integration for?

Connect ConvertKit and Invoice Ninja to eliminate manual data entry between your email subscriber lists and client billing records.

Performance marketers
Performance marketers
Agency owners
Agency owners
Client account managers
Client account managers
SaaS founders
SaaS founders
Operations leads
Operations leads
Finance directors
Finance directors
📈
Performance marketers
You're running email campaigns in ConvertKit but your billing records in Invoice Ninja only update when someone manually exports data, so the revenue metrics you're optimising against are always a few hours behind — connecting these apps means every new subscriber and transaction syncs instantly and your data stays current.
Agency owners
You manage client onboarding across ConvertKit and Invoice Ninja, but client profiles are often created late because someone has to copy details by hand, so billable projects stall out before they begin — automating both apps means new leads immediately become active client accounts without delay.
📊
Client account managers
You answer to stakeholders who want to see updated client pipelines, but subscriber tags and invoices live in separate tools without real-time updates, so your status reports are perpetually outdated — integrating these apps means your records match up automatically and reporting takes minutes instead of hours.
🚀
SaaS founders
The volume of new subscribers and trial signups is too high for your team to keep up with by hand, leading to missed client records in Invoice Ninja and unbilled accounts — automating both apps means every subscriber confirmation instantly generates the correct client profile and invoice.
💼
Operations leads
You own the handoff from marketing subscriber lists to finance billing in Invoice Ninja, but manual data transfers introduce errors and mismatched records, so billing is frequently delayed — automating both apps means subscriber data flows straight into invoicing with zero manual intervention.
🔍
Finance directors
You need a reliable history of subscriber purchases and invoice creation, but you keep finding gaps where manual entries were missed, leading to reconciliation headaches — this integration means every transaction and subscriber record is logged accurately and completely every single time.
Our team

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Why choose Integrately to automate Invoice Ninja + ConvertKit

Build and manage your Invoice Ninja + ConvertKit 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 + ConvertKit 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.
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Frequently Asked Questions

How do I connect ConvertKit to Invoice Ninja?
Frequently Asked Questions
You can connect ConvertKit to Invoice Ninja in one click using ready templates on Integrately, or ask Integrately AI to build the integration for you. It also connects with Slack, Notion, Stripe, and 1,500+ other apps.
Can I automatically create Invoice Ninja clients when a new subscriber joins ConvertKit?
Frequently Asked Questions
Can I connect ConvertKit, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and Invoice Ninja?
Frequently Asked Questions
How does ConvertKit handle subscriber tags during the integration?
Frequently Asked Questions
How does Invoice Ninja handle new client creation from ConvertKit?
Frequently Asked Questions
Do I need coding skills to automate ConvertKit and Invoice Ninja?
Frequently Asked Questions
Is the ConvertKit and Invoice Ninja integration free?
Frequently Asked Questions
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You Can Also Connect ConvertKit or Invoice Ninja With 1500+ Other Apps

ConvertKit
Popular ConvertKit Integrations
Connect ConvertKit to CRMs, email tools, and marketing platforms to nurture and follow up on your subscribers.
Invoice Ninja
Popular Invoice Ninja Integrations
Sync Invoice Ninja with accounting, project management, and reporting tools to keep financial data working across your stack.