Invoice Ninja + Erxes Integration

Integrate Erxes to Invoice Ninja in one click, or tell Integrately AI how you want each customer handled. Turn every new chat customer into an Invoice Ninja client, generate invoices instantly, and keep your financial records current without manual data entry.

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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
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes 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

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Ready Workflows Ready Workflows for Erxes + Invoice Ninja Integration

Capture customer chats, create clients, generate invoices, and keep your financial records updated, all in just one click.

Most popular automationmost-popular-automations
Erxes + Invoice Ninja Integration

Create Invoice Ninja client for new Erxes contact

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 Erxes contact 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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Erxes + Invoice Ninja Integration

Create Invoice Ninja task for new Erxes contact

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

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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  • 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 Erxes + Invoice Ninja flow

Sync customer records with your CRM, trigger payment notifications, log financial details, and alert your team the moment billing events occur. Pick a combination and activate it in one click.

Invoice Ninja
Erxes
+
HubSpotHubSpot (8)
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StripeStripe (8)
+
SlackSlack (8)
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GmailGmail (8)
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TrelloTrello (8)
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Google SheetsGoogle Sheets (8)
E
I
H
Add every new Erxes customer to Invoice Ninja, and create a matching contact in HubSpot
New Erxes customers immediately appear in Invoice Ninja as new clients and sync to HubSpot as contacts, eliminating manual data entry across platforms.
I
H
E
Log every new Invoice Ninja invoice payment in HubSpot and notify your sales team in Erxes
Invoice Ninja payment updates automatically populate in HubSpot while keeping your Erxes customer engagement records informed.
I
H
E
When an Invoice Ninja client is updated, update the matching HubSpot contact record automatically
Client details modified in Invoice Ninja sync across to HubSpot instantly so your CRM records never drift out of date.
I
H
E
Create a HubSpot task for every new Invoice Ninja quote created from an Erxes interaction
Sales reps get an immediate follow-up task in HubSpot whenever Invoice Ninja generates a new quote for an Erxes lead.
E
I
H
If an Erxes form submission contains enterprise tier, create a priority Invoice Ninja client and HubSpot deal
High-value Erxes form submissions instantly generate prioritized Invoice Ninja clients and dedicated HubSpot deals for senior reps.
I
H
E
When an Invoice Ninja project is deleted, update the HubSpot deal status and log the change in Erxes
Cancelled projects in Invoice Ninja automatically close out corresponding HubSpot deals and update internal customer records in Erxes.
E
I
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Use Claude to summarise new Erxes customer messages, create an Invoice Ninja client, and log notes in HubSpot
Claude analyses Erxes chat intent, generates structured profile notes, creates an Invoice Ninja client, and updates HubSpot.
I
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E
S
Turn every paid Invoice Ninja invoice into a HubSpot deal update and notify the account manager in Slack
Completed Invoice Ninja payments update HubSpot deal stages and trigger instant celebration messages in Slack for account owners.

Supported triggers and actions for Invoice Ninja and Erxes

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
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Instant
Task is updated in Invoice Ninja
Triggers the automation when a task 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
Expense is updated in Invoice Ninja
Triggers the automation when an expense 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
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
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Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor 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
Credit is created in Invoice Ninja
Triggers the automation when a credit 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
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
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Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
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Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
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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
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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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Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
Try it →
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it →
Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it →
Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
Try it →
Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it →
No action is available

What can you automate with Erxes + Invoice Ninja?

Streamline your billing and customer onboarding workflows by connecting Erxes events directly to Invoice Ninja actions.

What you can automate?
🔄
Turn Erxes customers into Invoice Ninja clients
Automatically create a new client in Invoice Ninja the moment a customer is created in Erxes. Eliminate manual data entry and ensure billing records match your customer engagement platform.
📝
Capture every submitted form field
Map all available Erxes form submission details directly into Invoice Ninja client fields. Your billing records capture complete customer context from the initial touchpoint.
🔔
Instant team notifications on billing events
Trigger team alerts in Slack or Gmail whenever Invoice Ninja invoices are created, sent, or paid. Keep finance and sales departments informed without switching apps.
🔀
Conditional client routing based on submitted data
Route Erxes submissions to different Invoice Ninja workflows based on custom criteria or customer tier. Handle VIP accounts with specialized invoicing sequences.
🔄
Keep client details synchronized across platforms
Automatically update Invoice Ninja client records whenever customer information changes in Erxes. Prevent outdated contact details from disrupting your billing cycle.
🔍
Search and update existing records safely
Prevent duplicate entries by searching for existing clients in Invoice Ninja before creating new profiles from Erxes events. Maintain clean financial databases.
💳
Manage payments, quotes, and subscriptions
Trigger automated workflows when Invoice Ninja payments are created, quotes are approved, or tasks are updated. Keep your customer engagement logs synchronized with financial milestones.
🌐
Extend your workflow to external apps
Connect Erxes and Invoice Ninja to Slack, Google Sheets, HubSpot, or Gmail to build multi-step pipelines that span your entire business toolstack.
And much more...

Who is Erxes + Invoice Ninja integration for?

Connect chat interactions to your billing workflow so financial records update automatically and teams never miss a client update.

Finance Managers
Finance Managers
Sales Representatives
Sales Representatives
Client Success Leads
Client Success Leads
Customer Support Teams
Customer Support Teams
Billing Specialists
Billing Specialists
Operations Directors
Operations Directors
📈
Finance Managers
You rely on accurate billing data to track revenue performance, but manual client creation leads to delayed reporting and reconciliation gaps — this integration means every new Erxes customer creates an Invoice Ninja client instantly and your financial metrics stay current.
Sales Representatives
You need to issue quotes and close deals immediately after customer chats, but manual data entry causes frustrating delays — automating both apps means every Erxes lead is instantly established in Invoice Ninja so you can send invoices without waiting.
🤝
Client Success Leads
You answer to stakeholders who expect up-to-date client records across platforms, but disconnected tools create embarrassing visibility blind spots — connecting these apps means every customer interaction smoothly transitions into accurate billing records.
🏢
Customer Support Teams
You handle high volumes of customer inquiries and support tickets every single day, but manual record keeping causes lost billing opportunities — with this integration, support chats seamlessly generate the necessary Invoice Ninja client profiles.
⚙️
Billing Specialists
You depend on upstream customer data to generate invoices and collect payments, but delayed handoffs stall your invoicing cycle — automating these apps means every Erxes signup flows directly into your billing queue immediately.
📋
Operations Directors
You need reliable audit histories for every client interaction and financial transaction, but fragmented systems leave missing entries — this integration means your Erxes and Invoice Ninja data remains perfectly synchronized.
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 + Erxes

Build and manage your Invoice Ninja + Erxes 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 + Erxes 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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How Integrately Works?

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Frequently Asked Questions

How do I connect Erxes to Invoice Ninja?
Frequently Asked Questions
You can connect Erxes to Invoice Ninja in 1-click using ready templates on Integrately or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts along with Slack, Google Sheets, or HubSpot.
Can I automatically create Invoice Ninja clients from Erxes customer signups?
Frequently Asked Questions
Can I connect Erxes, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Invoice Ninja?
Frequently Asked Questions
How does Erxes handle new customer data during automation?
Frequently Asked Questions
Can Invoice Ninja automatically update client records when details change?
Frequently Asked Questions
Do I need coding skills to set up Erxes and Invoice Ninja integrations?
Frequently Asked Questions
Is the Erxes and Invoice Ninja integration free?
Frequently Asked Questions
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You Can Also Connect Erxes or Invoice Ninja With 1500+ Other Apps

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Invoice Ninja
Popular Invoice Ninja Integrations
Sync Invoice Ninja with accounting, project management, and reporting tools to keep financial data working across your stack.