Invoice Ninja + Formidable Forms Integration

Integrate Formidable Forms to Invoice Ninja in one click, or tell Integrately AI how you want each form submission handled. Create invoices, search and update clients, log payments, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable Forms 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 Formidable Forms + Invoice Ninja Integration

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

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

Create Invoice Ninja task for new Formidable 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 Formidable 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 Formidable Forms form submission received today - your customers will thank you for it!
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Formidable Forms + Invoice Ninja Integration

Create Invoice Ninja client for new Formidable Forms form submission

When someone completes your Formidable 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 Formidable Forms is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Formidable Forms - Invoice Ninja integration set up makes it easy to manage your customer relationships and grow your business.
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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 Formidable Forms + Invoice Ninja flow

Send form responses to your spreadsheets, alert your team in chat, and track customer follow-ups across your tools. Pick a combination and activate it in one click.

Invoice Ninja
Formidable Forms
+
WordPressWordPress (6)
+
Google SheetsGoogle Sheets (6)
+
SlackSlack (6)
+
GmailGmail (6)
+
StripeStripe (6)
+
TrelloTrello (6)
F
I
W
When a form is submitted in Formidable Forms, create an invoice in Invoice Ninja, and publish a post in WordPress.
New form submissions instantly generate an invoice in Invoice Ninja and a new post in WordPress, eliminating manual data entry.
F
I
W
When a form is submitted in Formidable Forms, search for the client in Invoice Ninja, and create a user in WordPress.
Check for existing clients in Invoice Ninja upon every Formidable Forms submission and set up their WordPress user account automatically.
F
I
W
When a form is submitted in Formidable Forms, create a client in Invoice Ninja, and update the matching post in WordPress.
Register form submitters as new clients in Invoice Ninja and update the corresponding WordPress post with client details instantly.
F
I
W
If a form submission includes a priority service tag, create an invoice in Invoice Ninja and publish a featured post in WordPress.
Route priority form submissions from Formidable Forms into Invoice Ninja and publish an alert post in WordPress automatically.
F
I
C
W
Use Claude to summarise every new Formidable Forms submission, create an invoice in Invoice Ninja, and publish the summary in WordPress.
Let Claude analyse form responses from Formidable Forms, create an invoice in Invoice Ninja, and publish a structured summary in WordPress.
F
I
W
S
When a form is submitted in Formidable Forms, create an invoice in Invoice Ninja, update WordPress, and notify your team in Slack.
Automate client onboarding by creating an invoice in Invoice Ninja, updating WordPress, and alerting your team in Slack.

Supported triggers and actions for Invoice Ninja and Formidable 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
Try it โ†’
Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it โ†’
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
Try it โ†’
Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
Try it โ†’
Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
Try it โ†’
Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it โ†’
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
Try it โ†’
Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
Try it โ†’
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
Try it โ†’
Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
Try it โ†’
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
Try it โ†’
Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
Try it โ†’
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
Try it โ†’
Update invoice in Invoice Ninja
Updates invoice details based on new information
Try it โ†’
Create task in Invoice Ninja
Creates a new task
Try it โ†’
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†’
Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
Try it โ†’
Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
Try it โ†’
No action is available

What can you automate with Formidable Forms + Invoice Ninja?

Streamline your intake and billing pipeline by connecting form submissions directly to your invoicing workflows.

What you can automate?
๐Ÿงพ
Generate invoices from form submissions
Automatically create an invoice in Invoice Ninja the moment a customer submits a form in Formidable Forms. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ“‹
Capture every submitted form field
Map all submitted custom fields from Formidable Forms directly into Invoice Ninja line items and client notes. Ensure no critical project detail is ever left behind.
๐Ÿ””
Notify your team instantly on submission
Alert your sales or finance channel in Slack as soon as a form is submitted and an invoice is generated. Keep your entire team informed of new business opportunities.
๐Ÿ”€
Route workflows based on form answers
Apply conditional logic to your form submissions so VIP clients receive priority invoices while standard inquiries follow regular processing paths.
๐Ÿ”„
Keep client records continuously updated
Automatically update existing client profiles in Invoice Ninja whenever returning customers submit new information through Formidable Forms.
๐Ÿ”
Search and prevent duplicate clients
Search existing client records in Invoice Ninja before creating new entries, ensuring your database remains clean and free of duplicate profiles.
๐Ÿ’ณ
Handle payment and status updates
Track payment creations and status changes in Invoice Ninja to trigger downstream updates across your connected business tools.
๐ŸŒ
Extend your workflow to external apps
Connect your core Formidable Forms and Invoice Ninja flow to Google Sheets, Slack, or Stripe for comprehensive operational visibility.
And much more...

Who is Formidable Forms + Invoice Ninja integration for?

Finance teams, agency owners, and client managers rely on this integration to eliminate manual billing errors and keep client records instantly updated.

Finance Managers
Finance Managers
Agency Owners
Agency Owners
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Account Executives
Account Executives
Billing Specialists
Billing Specialists
๐Ÿ“ˆ
Finance Managers
You review revenue reports and billing metrics every week, but manual form entries arrive hours late, so the totals you reconcile against are always outdated โ€” automating both apps means every new form submission generates an invoice instantly and your financial logs stay current.
โšก
Agency Owners
You need to onboard new clients and issue invoices immediately after inquiry, but manual copy-pasting causes severe administrative bottlenecks โ€” this integration means every client form submission creates an invoice and client profile without delay.
๐Ÿค
Client Success Leads
You answer to stakeholders who want to see prompt client onboarding and clear billing records, but tracking down form submissions across platforms wastes valuable hours โ€” connecting these apps means every submission triggers instant invoicing and notification.
๐Ÿ”„
Operations Directors
The volume of inbound form submissions is too high for your team to keep up by hand, leading to missed invoices and untracked client requests โ€” automating both apps means form data flows directly into Invoice Ninja for seamless processing.
๐Ÿ“‹
Account Executives
You own the client follow-up stage and depend on someone upstream to hand over inquiry details, but manual data transfers lead to lost leads โ€” automating both apps means every submission is captured and billed instantly.
๐Ÿ—‚๏ธ
Billing Specialists
You need a reliable audit history of every client transaction and keep finding gaps caused by manual data entry errors โ€” automating both apps means every submission is logged and invoiced with absolute accuracy.
Our team

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Why choose Integrately to automate Invoice Ninja + Formidable Forms

Build and manage your Invoice Ninja + Formidable 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 + Formidable 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?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Formidable Forms to Invoice Ninja?
Frequently Asked Questions
You can connect Formidable Forms to Invoice Ninja in 1 click using ready workflows on Integrately, or use Integrately AI to build your custom automation between Formidable Forms, Invoice Ninja, WordPress, and Google Sheets.
Can I automatically create invoices in Invoice Ninja when a form is submitted?
Frequently Asked Questions
Can I connect Formidable Forms, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formidable Forms and Invoice Ninja?
Frequently Asked Questions
How does Formidable Forms data map into Invoice Ninja?
Frequently Asked Questions
Can I search for existing clients in Invoice Ninja before creating an invoice?
Frequently Asked Questions
Do I need coding skills to automate Formidable Forms and Invoice Ninja?
Frequently Asked Questions
Is the Formidable Forms and Invoice Ninja integration free?
Frequently Asked Questions
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You Can Also Connect Formidable Forms or Invoice Ninja With 1500+ Other Apps

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Invoice Ninja
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Sync Invoice Ninja with accounting, payment, and reporting tools to keep your financial stack aligned.