Invoice Ninja + Jotform Integration

Integrate Invoice Ninja to Jotform in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create clients and invoices, log details, and keep your accounting updated 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 sent 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
    Invoice is deleted 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 sent in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated 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 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
  • Jotform
    Form is submitted in Jotform
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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
  • Jotform
    Get form submission by ID in Jotform
  • Jotform
    Create form submission in Jotform

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Ready Workflows Ready Workflows for Invoice Ninja + Jotform Integration

Capture responses, create clients, generate invoices, log details, and keep records updated, all in just one click.

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

Create Invoice Ninja client for new Jotform form submission

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

Create Invoice Ninja task for new Jotform 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 Jotform 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 Jotform form submission received today - your customers will thank you for it!
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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 Invoice Ninja + Jotform flow

Extend your automation with payment processing, team alerts, spreadsheet logs, and email follow-ups. Pick a combination and activate it in one click.

Invoice Ninja
Jotform
+
StripeStripe (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
J
I
S
When a Jotform form is submitted, create an invoice in Invoice Ninja and create a customer in Stripe.
New Jotform submissions automatically generate an Invoice Ninja invoice and a Stripe customer record without manual data entry.
I
J
S
When an invoice is created in Invoice Ninja, get the Jotform submission details and create a payment link in Stripe.
Every new Invoice Ninja invoice triggers a retrieval of Jotform data to generate a Stripe payment link instantly.
J
I
S
If a Jotform submission includes a subscription plan, create an Invoice Ninja client and set up a subscription in Stripe.
Route subscription sign-ups from Jotform directly into Invoice Ninja and Stripe without manual setup.
J
I
S
Use ChatGPT to summarise every Jotform submission, create an Invoice Ninja client, and create a customer in Stripe.
Claude or ChatGPT analyses incoming Jotform submissions before setting up your Invoice Ninja client and Stripe customer.

Supported triggers and actions for Invoice Ninja and Jotform

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 sent in Invoice Ninja
Triggers the automation when a quote is sent
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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
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
Try it โ†’
Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
Try it โ†’
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 sent in Invoice Ninja
Triggers the automation when an invoice is sent
Try it โ†’
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
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 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†’
Jotform
Jotform Triggers & Actions
Form is submitted in Jotform
Triggers the automation when a form is filled
Try it โ†’
Get form submission by ID in Jotform
Try it โ†’
Create form submission in Jotform
Try it โ†’

What can you automate with Invoice Ninja + Jotform?

Streamline your billing and client onboarding by connecting form submissions directly to your invoicing workflow.

What you can automate?
๐Ÿงพ
Create invoices from form submissions
Turn every new Jotform submission into an Invoice Ninja invoice automatically. Eliminate manual data entry and start your billing workflow the second a form is completed.
๐Ÿ“‹
Capture every submitted field accurately
Map all custom form questions and answers from Jotform into Invoice Ninja client fields. Ensure no detail is lost between initial inquiry and final billing setup.
๐Ÿ””
Alert your team instantly
Notify your finance or sales team on Slack or via Gmail the moment a new Jotform submission creates an Invoice Ninja client or invoice.
๐Ÿ”€
Route records based on form choices
Apply conditional logic to your submissions so enterprise requests trigger custom invoice items while standard requests follow your default billing path.
๐Ÿ”„
Keep financial records synchronised
Update invoice statuses and client details across both platforms as payments are received and orders are fulfilled.
๐Ÿ”
Search and update existing accounts
Check if a client already exists in Invoice Ninja before creating a new profile, updating their contact information using incoming Jotform data instead of generating duplicates.
๐Ÿ’ณ
Handle payment and status changes
Trigger automated follow-ups or ledger updates when an Invoice Ninja payment is created or an invoice status changes.
๐Ÿ“ˆ
Extend workflows to Google Sheets
Log every Jotform submission and Invoice Ninja invoice row into Google Sheets to maintain a comprehensive master spreadsheet of all business activity.
And much more...

Who is Invoice Ninja + Jotform integration for?

Connecting form submissions directly to your invoicing and client records removes manual data entry for finance, operations, and support teams.

Financial analysts
Financial analysts
Operations managers
Operations managers
Account managers
Account managers
Billing teams
Billing teams
Project managers
Project managers
Administrative staff
Administrative staff
๐Ÿ“ˆ
Financial analysts
You rely on accurate submission and invoice data for revenue reporting, but manual export delays mean your dashboard numbers are always hours behind โ€” this integration means every new Jotform entry and Invoice Ninja invoice syncs instantly and your reports stay current.
โšก
Operations managers
You need to act fast when new client requests arrive, but form entries get stuck in email notifications before anyone creates an invoice โ€” with this integration, every Jotform submission generates an Invoice Ninja record the moment it lands and your team responds immediately.
๐Ÿค
Account managers
Your clients expect prompt invoicing and confirmation after filling out onboarding forms, but manual setup causes frustrating delays โ€” automating both apps means client records and invoices are generated instantly and project kickoff happens without waiting.
๐Ÿ“Š
Billing teams
The volume of online order forms is too high for your staff to manually re-type client details into accounting software without making mistakes โ€” connecting these apps means every form submission populates Invoice Ninja automatically and human data entry errors disappear.
๐ŸŽฏ
Project managers
You depend on incoming client form submissions to trigger billing and project setup, but handoffs between sales and finance are frequently missed โ€” this integration means form data flows straight into Invoice Ninja invoices and project tasks start without friction.
๐Ÿ“
Administrative staff
You need a reliable history of all client sign-ups and corresponding invoices, but manual record-keeping always leaves gaps in your database โ€” automating both apps means every Jotform entry and Invoice Ninja invoice is captured with complete accuracy.
Our team

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Why choose Integrately to automate Invoice Ninja + Jotform

Build and manage your Invoice Ninja + Jotform 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 + Jotform 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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2
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Invoice Ninja to Jotform?
Frequently Asked Questions
You can connect Invoice Ninja to Jotform in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting Stripe, Gmail, Google Sheets, and Slack.
Can I automatically create Invoice Ninja invoices from Jotform form submissions?
Frequently Asked Questions
Can I connect Invoice Ninja, Jotform, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Jotform?
Frequently Asked Questions
How does Invoice Ninja handle client creation during form submissions?
Frequently Asked Questions
Can Jotform submissions trigger invoice updates in Invoice Ninja?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Jotform?
Frequently Asked Questions
Is the Invoice Ninja and Jotform integration free?
Frequently Asked Questions
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