Invoice Ninja + Nimble Integration

Integrate Invoice Ninja to Nimble in one click, or tell Integrately AI how you want each client handled. Track interactions, create contacts, sync client profiles, and keep your sales records updated automatically.

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1.
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is deleted 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
    Client is deleted 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
    Task is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated 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
  • Nimble
    Contact is created in Nimble
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
  • Nimble
    Create task in Nimble
  • Nimble
    Update contact in Nimble
  • Nimble
    Search contact by email in Nimble
  • Nimble
    Get contact by ID in Nimble
  • Nimble
    Create contact in Nimble
  • Nimble
    Delete contact in Nimble

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Ready Workflows Ready Workflows for Invoice Ninja + Nimble Integration

Capture new clients, sync contact details, create follow-up tasks, track sales activities, and update records, all in just one click.

Most popular automationsmost-popular-automations
Invoice Ninja + Nimble Integration

Create Nimble task for new Invoice Ninja client

In Invoice Ninja, when you create a client, it automatically creates a task in Nimble for that client. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular client on their client profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Nimble + Invoice Ninja Integration

Create Invoice Ninja task for new Nimble contact

In Nimble, when you create a contact, it automatically creates a task in Invoice Ninja for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See more
Invoice Ninja + Nimble Integration

Create Nimble task for new Invoice Ninja Invoice Ninja

When you make a Invoice Ninja in Invoice Ninja, be sure to create a task in Nimble! This will ensure that your team is aware of the Invoice Ninja and can update the books as needed.

Creating a task also allows you to track the progress of the Invoice Ninja and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Invoice Ninja + Nimble Integration

Create Nimble task for new Invoice Ninja invoice

If you use Invoice Ninja to manage your invoice, you can also use Nimble to create and manage task associated with those invoice. Creating a task in Nimble will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Nimble + Invoice Ninja Integration

Create Invoice Ninja client for new Nimble contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Nimble - Invoice Ninja integration, anytime a new Nimble contact is created, an Invoice Ninja client should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Invoice Ninja + Nimble Integration

Create Nimble contact for new Invoice Ninja client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Invoice Ninja - Nimble integration, anytime a new Invoice Ninja client is created, an Nimble contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Invoice Ninja + Nimble flow

Pick a combination and activate it in one click. Connect your billing, communications, and marketing tools to extend your core automation stack.

Invoice Ninja
Nimble
+
StripeStripe (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
I
N
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Create a Nimble contact for every new Invoice Ninja client, and add a customer record in Stripe
New Invoice Ninja clients instantly populate your Nimble CRM and Stripe account without manual data entry.
I
N
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When a payment is created in Invoice Ninja, update the contact in Nimble and record a charge in Stripe
Payment logs update your Nimble CRM and Stripe records instantly for complete financial visibility.
I
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When an invoice is created in Invoice Ninja, create a Nimble task and generate a Stripe invoice
New invoices automatically generate follow-up tasks in Nimble and billing entries in Stripe.
I
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Use Claude to evaluate Invoice Ninja payment details, update Nimble, and log data in Stripe
AI analyses payment notes from Invoice Ninja before updating Nimble and recording entries in Stripe.

Supported triggers and actions for Invoice Ninja and Nimble

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
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Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
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Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice 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
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
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
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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
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
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Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
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Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
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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 →
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 →
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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Nimble
Nimble Triggers & Actions
Contact is created in Nimble
Triggers the automation when a new contact is created
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Create task in Nimble
Creates a new task
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Update contact in Nimble
Updates contact information with new details
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Search contact by email in Nimble
Finds and retrieves contact information using their email address
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Get contact by ID in Nimble
Retrieves a contact's information based on their id
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Create contact in Nimble
Adds a new contact to the database
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Delete contact in Nimble
Removes a contact from the address book
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What can you automate with Invoice Ninja + Nimble?

Streamline your client management and billing workflows with powerful automated triggers.

What you can automate?
🔄
Sync new clients instantly to your CRM
Automatically create a contact in Nimble the moment a new client is registered in Invoice Ninja. Eliminate manual data entry and ensure customer details are always up to date.
📝
Capture every custom client field
Map complete client profiles, addresses, and billing notes from Invoice Ninja into Nimble contact fields. Your CRM becomes a richer resource for sales outreach.
📢
Alert your team on key billing events
Notify sales channels or account managers immediately when a payment is received or a quote is approved in Invoice Ninja. Keep your entire team informed without manual pings.
🔀
Route records based on client tier
Apply conditional logic to handle enterprise clients differently from standard accounts, updating specific contact tags in Nimble automatically.
🔄
Keep contact details synchronized
Automatically update existing Nimble contacts whenever client information or project scopes change in Invoice Ninja. Prevent outdated contact records across your stack.
🛡️
Prevent duplicate records
Search existing database entries before creating new contacts, ensuring your Nimble CRM remains clean and organized without duplicate profiles.
📋
Handle quote approvals and payments
Trigger automated CRM updates and follow-up tasks the moment an Invoice Ninja quote is approved or a payment is successfully processed.
🔗
Extend flows to Slack and email
Connect Invoice Ninja and Nimble with Slack, Gmail, or Stripe to build multi-step operational pipelines tailored to your exact business needs.
And much more...

Who is Invoice Ninja + Nimble integration for?

Teams managing client billings and CRM contacts rely on automated syncs to eliminate manual data entry and keep pipeline records accurate.

Sales managers
Sales managers
Account executives
Account executives
Client success leads
Client success leads
Operations teams
Operations teams
Business development reps
Business development reps
Finance specialists
Finance specialists
📈
Sales managers
You're tracking client records in Invoice Ninja but your pipeline reports in Nimble only update when someone manually exports data, so the revenue counts you're reviewing are always outdated — this integration means every new client lands in your CRM instantly and your dashboard stays current.
Account executives
You need to act fast when prospects approve quotes, and you find out too late because billing and CRM platforms operate in silos — automating both apps means every approved quote updates your Nimble contact immediately so you can begin onboarding without delay.
🤝
Client success leads
You answer to stakeholders who want to see active client profiles, but manual data transfers lead to missing contact details — connecting these apps means every Invoice Ninja client record populates Nimble automatically with complete information.
📊
Operations teams
The volume of new invoices and payments is too high for anyone to keep up by hand, leading to mismatched customer histories — this integration means every transaction syncs seamlessly across systems without manual spreadsheet updates.
🎯
Business development reps
You depend on billing teams to hand over new client accounts before you can schedule check-ins, causing frustrating communication gaps — automating both apps means contact details reach your CRM the second a client profile is created.
🗂️
Finance specialists
You need a reliable history of client interactions and keep finding gaps between payment logs and CRM notes — with this integration, payment and invoice events update your contact records in real time.
Our team

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Why choose Integrately to automate Invoice Ninja + Nimble

Build and manage your Invoice Ninja + Nimble 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 + Nimble 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.
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Invoice Ninja to Nimble?
Frequently Asked Questions
You can connect Invoice Ninja to Nimble in 1 click using ready workflows on Integrately or ask Integrately AI to build your custom automation. It links smoothly with tools like Stripe, Slack, and Gmail.
Can I automatically sync new Invoice Ninja clients to Nimble?
Frequently Asked Questions
Can I connect Invoice Ninja, Nimble, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Nimble?
Frequently Asked Questions
How are client updates handled between Invoice Ninja and Nimble?
Frequently Asked Questions
Can payment events in Invoice Ninja update Nimble contacts?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Nimble?
Frequently Asked Questions
Is the Invoice Ninja and Nimble integration free?
Frequently Asked Questions
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You Can Also Connect Invoice Ninja or Nimble With 1500+ Other Apps

Invoice Ninja
Popular Invoice Ninja Integrations
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Nimble
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Sync Nimble with email marketing, lead capture, and support platforms to manage customer relationships effectively.
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