Invoice Ninja + Fluent Forms Integration

Integrate Fluent Forms to Invoice Ninja in one click, or tell Integrately AI how you want each submission handled. Create clients, generate invoices, update records, and keep your finance tracking running automatically.

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1.
  • Invoice Ninja
    Task is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved 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
    Quote is sent 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
    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
    Client is updated 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
  • Fluent Forms
    Form is submitted in Fluent Forms Instant
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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 Fluent Forms + Invoice Ninja Integration

Capture form submissions, create clients, generate invoices, record payments, and notify your finance team, all in just one click.

Most popular automationsmost-popular-automations
Fluent Forms + Invoice Ninja Integration

Create Invoice Ninja client for new Fluent Forms form submission

When someone completes your Fluent Forms, a new client is automatically created in your Invoice Ninja. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Fluent Forms is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Fluent Forms - Invoice Ninja integration set up makes it easy to manage your customer relationships and grow your business.
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Fluent Forms + Invoice Ninja Integration

Create Invoice Ninja task for new Fluent Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Invoice Ninja tasks for new Fluent Forms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Invoice Ninja task for new Fluent Forms form submission received today - your customers will thank you for it!
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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 Fluent Forms + Invoice Ninja flow

Sync your form data and invoices with customer records, team alerts, and spreadsheets to keep your entire business aligned. Pick a combination and activate it in one click.

Invoice Ninja
Fluent Forms
+
StripeStripe (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
TrelloTrello (3)
+
HubSpotHubSpot (3)
F
I
S
Create an Invoice Ninja client and a Stripe customer when a new Fluent Forms form is submitted
Every Fluent Forms submission creates a client in Invoice Ninja and a matching customer in Stripe instantly, eliminating manual data entry across your payment and billing tools.
S
I
I
When a payment is created in Stripe, create an invoice in Invoice Ninja and log the client details
Completed Stripe payments trigger a new invoice in Invoice Ninja, keeping your accounting records up to date automatically.
F
I
S
Use ChatGPT to analyse Fluent Forms submissions, create an Invoice Ninja client, and create a Stripe payment link
AI reviews your Fluent Forms submission, creates an Invoice Ninja client, and sets up a tailored payment link in Stripe for fast checkout.

Supported triggers and actions for Invoice Ninja and Fluent Forms

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
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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 approved in Invoice Ninja
Triggers the automation when a quote is approved
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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
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
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Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
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Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
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Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
Try it โ†’
Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
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Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
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Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
Try it โ†’
Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
Try it โ†’
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it โ†’
Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it โ†’
Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
Try it โ†’
Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
Try it โ†’
Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
Try it โ†’
Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it โ†’
Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it โ†’
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
Try it โ†’
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
Try it โ†’
Create client in Invoice Ninja
Generates a new client profile
Try it โ†’
Search client in Invoice Ninja
Searches for a client
Try it โ†’
Update client in Invoice Ninja
Updates client information
Try it โ†’
Create invoice in Invoice Ninja
Generates invoices for sales transactions
Try it โ†’
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
Try it โ†’
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
Try it โ†’
Search quote in Invoice Ninja
Searches for a quote
Try it โ†’
Update quote in Invoice Ninja
Updates the existing quote with new information
Try it โ†’
Create payment in Invoice Ninja
Generates and process a payment transaction
Try it โ†’
Fluent Forms
Fluent Forms Triggers & Actions
Instant
Form is submitted in Fluent Forms
Triggers the automation when a form is filled
Try it โ†’
No action is available

What can you automate with Fluent Forms + Invoice Ninja?

Streamline your client intake, billing creation, and data syncing with ready-to-use workflows connecting Fluent Forms and Invoice Ninja.

What you can automate?
๐Ÿงพ
Create an Invoice Ninja client from every form submission
Capture form data from Fluent Forms and instantly generate a new client profile in Invoice Ninja without opening your billing dashboard.
๐Ÿ“‹
Capture every submitted form field in your records
Map all available Fluent Forms answers into your Invoice Ninja client and invoice notes instead of just basic contact details. Your billing records capture the full context of each inquiry.
๐Ÿ””
Notify your team as soon as a submission arrives
Trigger instant alerts in Slack or Gmail the moment a form is submitted and an Invoice Ninja client is created, keeping your staff informed of new business.
๐Ÿ”€
Route clients based on submitted form selections
Set up conditional rules to handle enterprise inquiries differently from standard form submissions, ensuring appropriate invoice templates are applied in Invoice Ninja.
๐Ÿ”„
Keep client details synchronized across platforms
Update existing Invoice Ninja client records whenever submitters update their contact details through subsequent form submissions, preventing outdated information.
๐Ÿ”
Search and update existing clients automatically
Check if a client already exists in Invoice Ninja before creating a new profile, preventing duplicate entries and keeping your database clean.
๐Ÿ’ณ
Generate invoices and payment records instantly
Create itemised invoices in Invoice Ninja immediately following a form submission, streamlining your accounts receivable process.
๐Ÿš€
Extend your workflow to external apps like Google Sheets
Pass form submissions and Invoice Ninja invoice details into Google Sheets, Slack, or Trello to keep all departments updated in real time.
And much more...

Who is Fluent Forms + Invoice Ninja integration for?

Connecting Fluent Forms and Invoice Ninja helps business owners, finance teams, and project managers eliminate manual billing entry and keep customer records accurate across platforms.

Finance Directors and Accountants
Finance Directors and Accountants
Sales and Onboarding Leads
Sales and Onboarding Leads
Agency Account Managers
Agency Account Managers
E-commerce and Billing Operations
E-commerce and Billing Operations
Project Coordinators
Project Coordinators
Operations Managers
Operations Managers
๐Ÿ“ˆ
Finance Directors and Accountants
You're reviewing monthly revenue reports but your billing records only update when someone manually exports form data, so the figures you're reconciling against are always a few hours behind โ€” with this integration, every new submission creates a client record instantly and your financial data stays current.
โšก
Sales and Onboarding Leads
You need to act fast on new inquiries but customer details sit trapped in form submissions until someone types them into your billing system, causing frustrating delays in client outreach โ€” automating both apps means every lead generates an Invoice Ninja client the moment the form is submitted so your team can reach out immediately.
๐Ÿค
Agency Account Managers
You answer to clients who want to see their onboarding and billing set up immediately after signing up, but manual data transfers lead to missed steps and awkward follow-ups โ€” this integration means every form submission populates your invoicing platform instantly, giving your clients a polished, professional experience from day one.
๐Ÿ“Š
E-commerce and Billing Operations
The volume of daily form submissions is too high for anyone to keep up by hand, resulting in a backlog of unbilled clients and delayed invoicing cycles โ€” automating both apps means customer records and invoices are generated without manual intervention so your billing operations run smoothly.
๐ŸŽฏ
Project Coordinators
You own the project setup phase and depend on someone upstream to hand over form submission details before you can create invoices or tasks, leading to frequent bottlenecks โ€” connecting these apps means every form submission initiates the billing workflow automatically so you can start work right away.
๐Ÿ“
Operations Managers
You need a reliable history of all client sign-ups and billing records, but manual copy-pasting keeps leaving gaps and duplicate entries in your database โ€” automating both apps means every submission is logged accurately in Invoice Ninja without missing a single detail.
Our team

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Why choose Integrately to automate Invoice Ninja + Fluent Forms

Build and manage your Invoice Ninja + Fluent Forms 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 + Fluent Forms 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 โ€” 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?

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Frequently Asked Questions

How do I connect Fluent Forms to Invoice Ninja?
Frequently Asked Questions
You can connect Fluent Forms to Invoice Ninja in 1 click using Integrately. Choose from 20 million+ templates, or ask Integrately AI to build the automation and map the fields. You can also connect other apps like Google Sheets, Slack, and Gmail.
Can I create an Invoice Ninja client automatically when a Fluent Forms form is submitted?
Frequently Asked Questions
Can I connect Fluent Forms, Invoice Ninja, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Fluent Forms and Invoice Ninja?
Frequently Asked Questions
How does Fluent Forms handle form submission data during the automation?
Frequently Asked Questions
Can I create invoices in Invoice Ninja using form submission details?
Frequently Asked Questions
How do I set up this automation without writing any code?
Frequently Asked Questions
Is the Fluent Forms and Invoice Ninja integration free?
Frequently Asked Questions
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You Can Also Connect Fluent Forms or Invoice Ninja With 1500+ Other Apps

Fluent Forms
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Invoice Ninja
Popular Invoice Ninja Integrations
Sync Invoice Ninja with payment gateways, reporting tools, and accounting software to keep financial tracking streamlined.