Invoice Ninja + Document360 Integration

Integrate Document360 to Invoice Ninja in one click, or tell Integrately AI how you want each invoice handled. Create documents, update client records, track payments, and sync your billing data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Client 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 deleted in Invoice Ninja Instant
  • Invoice Ninja
    Task 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
  • Document360
    Create document in Document360
  • Document360
    Search document in Document360
  • Document360
    Update document in Document360

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Ready Workflows Ready Workflows for Document360 + Invoice Ninja Integration

Create documents from new invoices, update client records, sync payment details, and track project updates, all in just one click.

Most popular automationmost-popular-automations
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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 Document360 + Invoice Ninja flow

Connect supporting tools to sync financial records, notify team channels, and manage follow-ups after your core pair runs. Pick a combination and activate it in one click.

Invoice Ninja
Document360
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (4)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
+
AsanaAsana (3)
I
S
D
When an Invoice Ninja invoice is created, create a customer in Stripe and a document in Document360
New Invoice Ninja invoices instantly generate a customer in Stripe and a document in Document360, eliminating duplicate manual entries.
I
S
D
When an Invoice Ninja payment is created, record a charge in Stripe and update the document in Document360
Log payments across Stripe and update documentation in Document360 the moment an Invoice Ninja payment is registered.
I
S
D
When an Invoice Ninja quote is approved, create a customer in Stripe and generate a document in Document360
Approved quotes in Invoice Ninja trigger customer setup in Stripe and documentation creation in Document360 instantly.
I
S
D
Use Claude to summarise Invoice Ninja payment data, create a Stripe charge, and log it in Document360
Claude parses Invoice Ninja payment records before creating a Stripe charge and updating your Document360 database.

Supported triggers and actions for Invoice Ninja and Document360

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client 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
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 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 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
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
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Create payment in Invoice Ninja
Generates and process a payment transaction
Try it →
Document360
Document360 Triggers & Actions
No trigger is available
Create document in Document360
Generates a new document
Try it →
Search document in Document360
Locates and retrieves document based on search criteria
Try it →
Update document in Document360
Updates a document
Try it →

What can you automate with Document360 + Invoice Ninja?

Streamline your documentation and billing workflows by connecting every event in Invoice Ninja directly to Document360 records.

What you can automate?
📄
Create documents from new invoices automatically
Generate a new document in Document360 the moment an invoice is created in Invoice Ninja. Keep your product and client documentation synchronized with your billing system.
🔍
Search and reference client documents instantly
Look up existing documentation whenever client details or invoices are updated in Invoice Ninja. Maintain quick access to relevant product guides and notes.
🔔
Alert your team on Slack for approved quotes
Notify your sales and finance channels in Slack whenever an Invoice Ninja quote is approved or an invoice is paid. Ensure your team reacts to business wins immediately.
🔀
Route workflows based on invoice amounts
Trigger different documentation steps depending on whether an Invoice Ninja invoice or payment exceeds specific thresholds. Customise your internal processes without manual sorting.
🔄
Keep document records updated as invoices change
Update existing Document360 documents whenever invoice statuses or client details change in Invoice Ninja. Prevent outdated instructions from confusing your users.
📋
Prevent duplicate document entries
Search existing Document360 records before creating new ones to avoid cluttering your knowledge base with duplicate invoice files.
💳
Handle payment and credit updates seamlessly
Log payments and credits issued in Invoice Ninja directly into your Document360 reporting documentation. Keep financial summaries accurate and transparent.
🌐
Extend your billing workflow to external tools
Connect your core Document360 and Invoice Ninja flow to apps like Slack or Gmail to notify stakeholders and send automated customer emails.
And much more...

Who is Document360 + Invoice Ninja integration for?

Teams managing product documentation alongside client billing and invoicing workflows eliminate manual record-keeping bottlenecks and maintain real-time operational synchronization.

Finance directors
Finance directors
Support operations teams
Support operations teams
Client success managers
Client success managers
Billing administrators
Billing administrators
Project coordinators
Project coordinators
Knowledge base managers
Knowledge base managers
📈
Finance directors
You review billing reports and invoice metrics to forecast revenue, but your documentation tracking always lags behind incoming payments so your monthly summaries are outdated — this integration means every payment and invoice updates your knowledge base instantly and your financial visibility stays current.
Support operations teams
You need to reference client billing details to answer customer inquiries quickly, but you find out about new invoice issues too late through fragmented channels — automating both apps means every new invoice generates a reference document immediately and your support staff stays prepared.
📋
Client success managers
You answer to key accounts who want to see onboarding progress and documentation updates in real time, but manual compilation leaves gaps in client transparency — connecting these apps means every approved quote and project milestone updates your documentation automatically and your clients stay informed.
📊
Billing administrators
The volume of invoices and client payments is too high for anyone to keep up by hand, leading to missing records and frustrated stakeholders — automating both apps means every transaction creates structured documents without manual data entry and your records remain accurate.
🤝
Project coordinators
You own the delivery phase and depend on sales to hand over project details from approved quotes, but information handoffs often get delayed — this integration means every approved quote or project creation triggers immediate documentation setup and your team starts work without waiting.
🗂️
Knowledge base managers
You need a reliable history of product documentation tied to client billing accounts, but you keep finding missing articles and outdated records — connecting these apps means every invoice, client, and project entry maintains a corresponding document and your knowledge base stays complete.
Our team

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

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Why choose Integrately to automate Invoice Ninja + Document360

Build and manage your Invoice Ninja + Document360 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 + Document360 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
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3
Automation is ready
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Frequently Asked Questions

How do I connect Document360 to Invoice Ninja?
Frequently Asked Questions
You can connect Document360 to Invoice Ninja in 1 click using ready-made flows on Integrately, or ask Integrately AI to build the automation and map the fields. You can also connect apps like Stripe, Slack, and Gmail.
Can I automatically create Document360 documents when a new Invoice Ninja invoice is created?
Frequently Asked Questions
Can I connect Document360, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Document360 and Invoice Ninja?
Frequently Asked Questions
How does Document360 handle document creation in this integration?
Frequently Asked Questions
How does Invoice Ninja trigger updates in Document360?
Frequently Asked Questions
Do I need coding skills to automate Document360 and Invoice Ninja?
Frequently Asked Questions
Is the Document360 and Invoice Ninja integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Document360 or Invoice Ninja With 1500+ Other Apps

Document360
Popular Document360 Integrations
Connect Document360 to knowledge bases, support ticketing tools, and collaboration platforms to keep your documentation accessible across teams.
Invoice Ninja
Popular Invoice Ninja Integrations
Sync Invoice Ninja with payment processors, accounting ledgers, and CRM platforms to automate your billing and client management.