Invoice Ninja + Ninja Forms Integration

Integrate Invoice Ninja to Ninja Forms in one click, or tell Integrately AI how you want each submission handled. Capture form entries, create your new clients and invoices in Invoice Ninja, and notify your finance 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
  • Ninja Forms
    Form is submitted in Ninja 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 Invoice Ninja + Ninja Forms Integration

Capture form responses, create new clients in Invoice Ninja, keep your sheets updated, and alert your team, all in just one click.

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

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

Create Invoice Ninja client for new Ninja Forms form submission

When someone completes your Ninja 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 Ninja Forms is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Ninja 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 Invoice Ninja + Ninja Forms flow

Sync form data to your favorite tools, notify your team, and track every client action across your stack. Pick a combination and activate it in one click.

Invoice Ninja
Ninja Forms
+
WordPressWordPress (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
TrelloTrello (3)
N
I
W
When a form is submitted in Ninja Forms, create a client in Invoice Ninja and publish a user in WordPress.
Form submissions instantly create a new client in Invoice Ninja and a user profile in WordPress without manual data entry.
N
I
W
When a form is submitted in Ninja Forms, create an invoice in Invoice Ninja and create a post in WordPress.
Every form entry generates a billing invoice in Invoice Ninja and a matching content post in WordPress.
I
W
I
When a client is updated in Invoice Ninja, update the user profile in WordPress and log the change.
Client profile updates in Invoice Ninja automatically refresh the corresponding user details in WordPress.

Supported triggers and actions for Invoice Ninja and Ninja 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
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
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†’
Ninja Forms
Ninja Forms Triggers & Actions
Instant
Form is submitted in Ninja Forms
Triggers the automation when a form is filled
Try it โ†’
No action is available

What can you automate with Invoice Ninja + Ninja Forms?

Streamline client onboarding, eliminate manual data entry, and keep your billing workflow perfectly synchronized.

What you can automate?
๐Ÿš€
Create clients instantly from every form submission
Turn every new Ninja Forms entry into an active client record in Invoice Ninja automatically. Eliminate manual copy-pasting and start your onboarding workflow without delay.
๐Ÿงพ
Generate invoices directly from form data
Map submitted form details straight into new Invoice Ninja invoices the moment a visitor submits. Keep your billing pipeline moving with zero manual friction.
๐Ÿ””
Notify your team on Slack instantly
Alert your sales or finance channel in Slack as soon as a new client or invoice is created from a form submission. Keep everyone informed in real time.
๐Ÿ”€
Route submissions based on form field selections
Perform different actions depending on specific options selected in your Ninja Forms submission. Send VIP leads to priority workflows and standard inquiries to routine folders.
๐Ÿ”„
Keep client details synchronized across platforms
Automatically update existing client profiles in Invoice Ninja when relevant information changes or when follow-up submissions occur.
๐Ÿ”
Search existing records before creating duplicates
Check if a client already exists in Invoice Ninja before creating a new profile from a form submission, ensuring a clean database.
๐Ÿ’ณ
Track payment creations and update logs
Trigger automated follow-up steps and update external spreadsheets or communication tools the moment a payment is registered in Invoice Ninja.
๐ŸŒ
Extend your workflow with supporting apps
Connect your core Invoice Ninja and Ninja Forms setup with tools like Google Sheets, Gmail, or WordPress to build comprehensive multi-step automations.
And much more...

Who is Invoice Ninja + Ninja Forms integration for?

Freelancers, agencies, and finance teams eliminate manual data entry between form submissions and invoicing workflows.

Finance Managers
Finance Managers
Agency Owners
Agency Owners
Account Managers
Account Managers
Operations Leads
Operations Leads
Sales Representatives
Sales Representatives
Project Coordinators
Project Coordinators
๐Ÿ“ˆ
Finance Managers
You review revenue reports and reconcile payments daily, but manual data entry between your intake forms and billing software leaves your numbers out of sync โ€” with this integration, every new submission creates clean records instantly and your financial data stays accurate.
โšก
Agency Owners
You need to onboard clients quickly after form submissions, but delays in setting up client profiles cause slow follow-ups โ€” automating both apps means every form entry instantly generates your client accounts and project invoices without manual bottlenecks.
๐Ÿค
Account Managers
You report on client onboarding status to stakeholders, but missing submission details make your progress tracking unreliable โ€” this integration means every client creation and invoice generation is logged accurately right away.
๐Ÿ“Š
Operations Leads
Your team handles high volumes of form submissions every week, but manual copying into your billing system creates costly backlogs โ€” automating both apps means form entries flow directly into your invoicing pipeline without manual effort.
๐ŸŽฏ
Sales Representatives
You depend on swift handoffs from website leads to billing setup, but delayed notifications stall your client communications โ€” with this integration, new form submissions immediately trigger client records and team alerts so you can engage instantly.
๐Ÿ“
Project Coordinators
You require a reliable history of all incoming client requests, but manual record-keeping leads to gaps in your database โ€” automating both apps means every submission and payment is tracked seamlessly from start to finish.
Our team

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Why choose Integrately to automate Invoice Ninja + Ninja Forms

Build and manage your Invoice Ninja + Ninja 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 + Ninja 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 Invoice Ninja to Ninja Forms?
Frequently Asked Questions
You can connect Invoice Ninja and Ninja Forms in one click using pre-built workflows on Integrately, or ask Integrately AI to build your automation with tools like Google Sheets and Slack.
Can I automatically create Invoice Ninja clients from Ninja Forms submissions?
Frequently Asked Questions
Can I connect Invoice Ninja, Ninja Forms, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Ninja Forms?
Frequently Asked Questions
How does Invoice Ninja handle client data during form submissions?
Frequently Asked Questions
Can I trigger email notifications when a Ninja Forms submission creates an Invoice Ninja invoice?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Ninja Forms?
Frequently Asked Questions
Is the Invoice Ninja and Ninja Forms integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Invoice Ninja or Ninja Forms With 1500+ Other Apps

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Ninja Forms
Popular Ninja Forms Integrations
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