Invoice Ninja + Orbit Integration

Integrate Invoice Ninja to Orbit in one click, or tell Integrately AI how you want each client handled. Create members, log activities, update profiles, and track community engagement automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is sent 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
    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
    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
  • Orbit
    New Activity in Orbit
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
  • Orbit
    Create Member in Orbit
  • Orbit
    Update Member in Orbit
  • Orbit
    Get Member in Orbit
  • Orbit
    Get Member by Identity in Orbit
  • Orbit
    Create Member Note in Orbit
  • Orbit
    Create Activity in Orbit

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Ready Workflows Ready Workflows for Invoice Ninja + Orbit Integration

Create community members, log new activities, update profiles, track engagement, and monitor community growth, all in just one click.

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

Create Orbit 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 - Orbit integration, anytime a new Invoice Ninja client is created, an Orbit 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 + Orbit flow

Sync member data to CRMs, notify your team of community activity, and log details in sheets. Pick a combination and activate it in one click.

Invoice Ninja
Orbit
+
StripeStripe (6)
+
HubSpotHubSpot (6)
+
SlackSlack (6)
+
Google SheetsGoogle Sheets (6)
+
CalendlyCalendly (6)
+
NotionNotion (6)
I
O
S
When a client is created in Invoice Ninja, create a member in Orbit and create a customer in Stripe
New Invoice Ninja clients appear in Orbit as members and generate corresponding Stripe customers instantly, eliminating manual data entry.
I
O
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When a payment is created in Invoice Ninja, update the member in Orbit and create a charge in Stripe
Track payments from Invoice Ninja by updating member activity in Orbit and recording successful charges in Stripe.
O
I
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When a new activity occurs in Orbit, update the client in Invoice Ninja and check the customer status in Stripe
Orbit community interactions update Invoice Ninja client records and verify subscription statuses in Stripe.
I
O
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If an Invoice Ninja client is created with a subscription tag, create an Orbit member and set up a Stripe subscription
Conditional routing ensures new subscribed Invoice Ninja clients receive Orbit member profiles and active Stripe subscriptions.
I
O
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Use Claude to analyse Invoice Ninja client details, create an Orbit member, and log the invoice in Stripe
AI-assisted analysis processes Invoice Ninja client data before provisioning an Orbit member and setting up Stripe billing.
I
O
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When an invoice is created in Invoice Ninja, create an Orbit member, record the Stripe invoice, and notify billing
Four-app pipeline logs Invoice Ninja invoices across Orbit, Stripe, and your billing management tools.

Supported triggers and actions for Invoice Ninja and Orbit

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
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Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it →
Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense 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
Vendor is created in Invoice Ninja
Triggers the automation when a vendor 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
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
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Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
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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 updated in Invoice Ninja
Triggers the automation when a quote 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
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
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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 updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it →
Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
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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
Try it →
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 →
Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
Try it →
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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Orbit
Orbit Triggers & Actions
New Activity in Orbit
Triggers the automation when a new activity occurs
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Create Member in Orbit
Adds a new member to the system
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Update Member in Orbit
Updates a member's information
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Get Member in Orbit
Retrieves member information
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Get Member by Identity in Orbit
Retrieves member information based on a particular identity
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Create Member Note in Orbit
Adds a note to a member
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Create Activity in Orbit
Generates a new activity or task
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What can you automate with Invoice Ninja + Orbit?

Streamline your community management and invoicing operations with robust, automated workflows.

What you can automate?
🔄
Sync new Invoice Ninja clients to Orbit members
Automatically provision an Orbit member profile the moment a new client is created in Invoice Ninja. Eliminate manual data entry and keep your community platform up to date.
📋
Capture every submitted client field
Map all available Invoice Ninja client attributes into corresponding Orbit member fields instead of just basic names. Your community database becomes a richer source for engagement.
🔔
Alert your team immediately on activity
Trigger instant team notifications in Slack or email whenever a new community activity or invoice event occurs. Keep your stakeholders informed in real time.
🔀
Route records based on client attributes
Apply conditional rules to handle enterprise clients differently from standard signups. Direct high-value records to priority workflows automatically.
🔄
Keep destination records updated continuously
Ensure ongoing community activities in Orbit automatically update matching client records and status fields in Invoice Ninja without manual intervention.
🔍
Prevent duplicates with smart search and upsert
Check whether a member or client already exists before creating a new record. Maintain clean databases by updating existing entries instead of spawning duplicates.
💳
Handle payment and status changes smoothly
Trigger automated updates whenever invoice statuses change, payments are completed, or subscriptions renew. Keep your financial and community records perfectly aligned.
🔌
Extend workflows to popular third-party apps
Connect your core Invoice Ninja and Orbit flow to supporting tools like HubSpot, Google Sheets, or Slack to build comprehensive multi-step operational pipelines.
And much more...

Who is Invoice Ninja + Orbit integration for?

Community managers, finance leads, and customer success teams looking to bridge invoicing and community engagement will find this integration eliminates manual tracking completely.

Data analysts and finance leads
Data analysts and finance leads
Community support managers
Community support managers
Account managers and consultants
Account managers and consultants
Operations leads at scale
Operations leads at scale
Customer success specialists
Customer success specialists
Administrative coordinators
Administrative coordinators
📈
Data analysts and finance leads
You're reviewing community ROI reports but your tracking records only update when someone manually exports client lists, so the metrics you're presenting are always outdated — with this integration, every new client and activity lands in your destination instantly and your data stays current.
Community support managers
You need to act fast when high-value clients join your community, but you find out too late because invoice data sits trapped in standalone apps — with this integration, every community member profile populates the moment billing events occur and your response time improves.
🤝
Account managers and consultants
You answer to stakeholders who want to see active community engagement tied to client accounts, but building manual reports takes hours every week — automating both apps means your engagement logs and client records stay synchronized without manual effort.
📊
Operations leads at scale
The volume of new clients and community interactions is too high for anyone to keep up by hand, leading to missed member records and fragmented tracking — connecting these apps means high-volume data handling runs reliably in the background.
👤
Customer success specialists
You own the onboarding stage and depend on someone upstream to hand over client details before you can start, creating unnecessary delays — this integration means incoming client data flows straight into your workflows the second it appears.
🗂️
Administrative coordinators
You need a reliable history of all billing and community interactions but keep finding audit gaps caused by copy-paste errors — automating both apps means every record is captured accurately with zero manual entry.
Our team

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Why choose Integrately to automate Invoice Ninja + Orbit

Build and manage your Invoice Ninja + Orbit 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 + Orbit 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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Automation is ready
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Frequently Asked Questions

How do I connect Invoice Ninja to Orbit?
Frequently Asked Questions
You can connect Invoice Ninja to Orbit using 1-click automations on Integrately or by asking Integrately AI to build your workflow. Choose from ready-made templates connecting Invoice Ninja, Orbit, and tools like Slack, HubSpot, and Google Sheets to start syncing in minutes.
Can I automatically sync new Invoice Ninja clients as members in Orbit?
Frequently Asked Questions
Can I connect Invoice Ninja, Orbit, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Orbit?
Frequently Asked Questions
How are client details handled when transferred from Invoice Ninja?
Frequently Asked Questions
Can Orbit community activities trigger updates in Invoice Ninja?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Orbit?
Frequently Asked Questions
Is the Invoice Ninja and Orbit integration free?
Frequently Asked Questions
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You Can Also Connect Invoice Ninja or Orbit With 1500+ Other Apps

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