Create Drift user for new Invoice Ninja client
Invoice Ninja + Drift Integration
Invoice Ninja + Drift Integration
Integrate Drift to Invoice Ninja in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, create clients, generate invoices, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Expense is updated in Invoice Ninja Instant- Client is deleted in Invoice Ninja Instant
- Invoice is updated in Invoice Ninja Instant
- Invoice is sent in Invoice Ninja Instant
- Invoice is deleted in Invoice Ninja Instant
- Quote is sent in Invoice Ninja Instant
- Quote is updated in Invoice Ninja Instant
- Quote is approved in Invoice Ninja Instant
- Quote is deleted in Invoice Ninja Instant
- Credit is created in Invoice Ninja Instant
- Credit is sent in Invoice Ninja Instant
- Vendor is created in Invoice Ninja Instant
- Vendor is updated in Invoice Ninja Instant
- Expense is created in Invoice Ninja Instant
- Client is updated in Invoice Ninja Instant
- Task is created in Invoice Ninja Instant
- Task is updated in Invoice Ninja Instant
- Task is deleted in Invoice Ninja Instant
- Project is created in Invoice Ninja Instant
- Project is updated in Invoice Ninja Instant
- Project is deleted in Invoice Ninja Instant
- Product is created in Invoice Ninja Instant
- Product is updated in Invoice Ninja Instant
- Product is deleted in Invoice Ninja Instant
- Purchase order is created in Invoice Ninja Instant
- Purchase order is updated in Invoice Ninja Instant
- Purchase order is deleted in Invoice Ninja Instant
- Client is created in Invoice Ninja Instant
- Invoice is created in Invoice Ninja Instant
- Payment is created in Invoice Ninja Instant
- Quote is created in Invoice Ninja Instant
Email is identified in Drift Instant- User reached goal in Drift Instant
- New Conversation is started in Drift Instant
- Conversation is pushed in Drift Instant
- Message is created in Drift Instant
2.
- Create client in Invoice Ninja
- Search client in Invoice Ninja
- Update client in Invoice Ninja
- Create invoice in Invoice Ninja
- Search invoice in Invoice Ninja
- Update invoice in Invoice Ninja
- Create task in Invoice Ninja
- Create quote in Invoice Ninja
- Search quote in Invoice Ninja
- Update quote in Invoice Ninja
- Create payment in Invoice Ninja
- Create Contact in Drift
- Update Contact in Drift
- Update contact via non-Drift Id in Drift
- Search contact by email in Drift
- Create Timeline Event in Drift
- Create Conversation in Drift
Trusted by experts at...
Ready Workflows for Drift + Invoice Ninja Integration
Capture conversations, create clients, generate invoices, update records, and notify your team, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Drift + Invoice Ninja flow
Sync your core customer conversations and invoices with billing, CRM, scheduling, and communication tools. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
HubSpot (4)
HubSpot (4) +
Calendly (3)
Calendly (3) +
Slack (4)
Slack (4) +
Gmail (3)
Gmail (3) +
Google Sheets (3)
Google Sheets (3) D
I
S
Create an Invoice Ninja client and Stripe customer for every new conversation started in Drift
New conversations in Drift automatically generate an Invoice Ninja client and Stripe customer in seconds, eliminating manual data entry across your billing stack.
I
D
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When an invoice is created in Invoice Ninja, update the contact in Drift and record the payment in Stripe
Invoice events in Invoice Ninja update contact records in Drift and log payment actions in Stripe instantly.
S
D
I
Search contacts by email in Drift when a Stripe payment is created, and create an invoice in Invoice Ninja
Stripe payments initiate contact lookups in Drift and automatically generate new invoices in Invoice Ninja.
S
C
I
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Use ChatGPT to analyze Stripe payment failures, update the client in Invoice Ninja, and create a timeline event in Drift
ChatGPT analyzes failed Stripe payments, updates Invoice Ninja client details, and logs timeline events in Drift.
Supported triggers and actions for Invoice Ninja and Drift
Mix and match to build the exact automation you need
Invoice Ninja Triggers & Actions
Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it → Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it → Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
Try it → Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
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 → Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
Try it → Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
Try it → Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
Try it → Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
Try it → What can you automate with Drift + Invoice Ninja?ీల
Streamline your customer conversations and billing workflows with automated triggers across Drift and Invoice Ninja.
⚡
Create Invoice Ninja clients from Drift chats
Automatically establish a new client profile in Invoice Ninja the moment a conversation is started in Drift, removing manual administrative steps.
📋
Capture every submitted contact detail
Map names, email addresses, and custom conversation inputs directly into your Invoice Ninja client fields rather than copying information by hand.
🔔
Notify your team instantly on chat
Alert your sales or finance channel whenever a new invoice is sent or a client profile is established across your automated workflow.
🔀
Route records based on conversation terms
Apply conditional logic to direct VIP prospects to priority invoice workflows while standard inquiries follow standard creation paths.
🔄
Keep client profiles up to date
Synchronize updates made to contact details in Drift directly with your existing client and invoice records in Invoice Ninja.
🔍
Search existing contacts before creating records
Verify customer email addresses against existing database entries to prevent duplicate client profiles from forming in your system.
📑
Handle later billing and status events
Trigger automated follow-ups and timeline events when quotes are approved or invoices are successfully sent in Invoice Ninja.
💬
Extend workflows with communication tools
Connect your Drift and Invoice Ninja pipelines with Slack or Gmail to keep stakeholders informed of every transaction.
And much more...
Who is Drift + Invoice Ninja integration for?
Revenue, sales, and finance teams connect Drift and Invoice Ninja to eliminate manual data entry, accelerate client creation, and maintain accurate billing records.
Revenue operations managers
Sales development reps
Account managers
Billing and finance leads
Sales executives
Operations coordinators
📈
Revenue operations managers
You rely on chat interactions and invoice metrics to forecast pipeline growth, but your reporting spreadsheets only update when someone manually exports client data, so your counts are always hours behind — this integration means every new conversation record lands in your billing tool instantly and your data stays current.
⚡
Sales development reps
You need to act fast when high-intent prospects engage in chat, and waiting on manual billing setups means you find out about client accounts too late — automating both apps means every conversation instantly establishes an Invoice Ninja profile so your outreach is never delayed.
🤝
Account managers
You answer to clients who expect their billing profiles and chat history to match across every touchpoint, but manual tracking leaves noticeable gaps — connecting these apps means every invoice creation and conversation update synchronizes automatically without extra effort.
📊
Billing and finance leads
The volume of inbound chat leads is too high for your team to keep up by hand, leading to missed client records and invoicing delays — automating both apps means every lead from Drift populates Invoice Ninja without requiring manual data copying.
🎯
Sales executives
You own the conversion step and depend on upstream chat inquiries to hand over clean contact details before generating quotes — with this integration, every conversation detail flows straight into your billing and CRM environment immediately.
🗂️
Operations coordinators
You need a reliable history of customer interactions and financial documents, but manual entry keeps introducing errors and missing rows — automating both apps means every touchpoint is logged accurately across Drift and Invoice Ninja.
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 + Drift
Build and manage your Invoice Ninja + Drift automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Invoice Ninja + Drift with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Invoice Ninja + Drift Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Drift to Invoice Ninja?
You can connect Drift to Invoice Ninja instantly using 1-click ready workflows or ask Integrately AI to configure your custom process. Integrations with HubSpot, Slack, and Google Sheets can also be added effortlessly.
Can I automatically create Invoice Ninja clients from Drift conversations?
Can I connect Drift, Invoice Ninja, and Slack?
What is a good Zapier alternative for Drift and Invoice Ninja?
How does Drift handle contact data during integration?
Can Invoice Ninja trigger updates in Drift?
Do I need coding skills to automate Drift and Invoice Ninja?
Is the Drift and Invoice Ninja integration free?
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