Invoice Ninja + Really Simple Systems CRM Integration

Integrate Invoice Ninja to Really Simple Systems CRM in one click, or tell Integrately AI how you want each invoice handled. Create contacts, log payments, update accounts, and alert your team automatically.

Free foreverFree forever.
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
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
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
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems CRM

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Invoice Ninja + Really Simple Systems CRM Integration

Create contacts from new invoices, log payments, update account details, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Invoice Ninja + Really Simple Systems CRM Integration

Create Really Simple Systems CRM deal from new Invoice Ninja client

Anytime a new client is created in your Invoice Ninja, a new deal will automatically be created in your Really Simple Systems CRM. This ensures that all of your deal are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This Invoice Ninja - Really Simple Systems CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See more
Really Simple Systems CRM + Invoice Ninja Integration

Create Invoice Ninja task for new Really Simple Systems CRM contact

In Really Simple Systems CRM, 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 + Really Simple Systems CRM Integration

Create Really Simple Systems CRM task for new Invoice Ninja client

In Invoice Ninja, when you create a client, it automatically creates a task in Really Simple Systems CRM 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.
See more
Really Simple Systems CRM + Invoice Ninja Integration

Create Invoice Ninja order for new Really Simple Systems CRM deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Really Simple Systems CRM and Invoice Ninja work together to make accounting and bookkeeping simple.

When you create a deal in Really Simple Systems CRM, it will automatically create an order in Invoice Ninja. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Really Simple Systems CRM and Invoice Ninja.
See more
Invoice Ninja + Really Simple Systems CRM Integration

Create Really Simple Systems CRM task for new Invoice Ninja Invoice Ninja

When you make a Invoice Ninja in Invoice Ninja, be sure to create a task in Really Simple Systems CRM! 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!
See more
Invoice Ninja + Really Simple Systems CRM Integration

Create Really Simple Systems CRM task for new Invoice Ninja invoice

If you use Invoice Ninja to manage your invoice, you can also use Really Simple Systems CRM to create and manage task associated with those invoice. Creating a task in Really Simple Systems CRM 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.
See more
Really Simple Systems CRM + Invoice Ninja Integration

Create Invoice Ninja client for new Really Simple Systems CRM 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 Really Simple Systems CRM - Invoice Ninja integration, anytime a new Really Simple Systems CRM 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.
See more
Invoice Ninja + Really Simple Systems CRM Integration

Create Really Simple Systems CRM 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 - Really Simple Systems CRM integration, anytime a new Invoice Ninja client is created, an Really Simple Systems CRM 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.
See more
  • 1of2
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 + Really Simple Systems CRM flow

Sync your billing records and CRM data with marketing lists, messaging tools, and spreadsheets. Pick a combination and activate it in one click.

Invoice Ninja
Really Simple Systems CRM
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
I
R
M
Add new Invoice Ninja clients to your Really Simple Systems CRM contacts, and subscribe them in Mailchimp.
New Invoice Ninja clients populate your Really Simple Systems CRM contacts and update your Mailchimp audience instantly.
I
R
M
When an invoice is created in Invoice Ninja, update your Really Simple Systems CRM account and add a Mailchimp tag.
Keep your CRM accounts current and segment your Mailchimp audience automatically when new invoices are generated.
R
I
M
When a Really Simple Systems CRM contact is created, generate an Invoice Ninja invoice and add a Mailchimp subscriber.
New CRM contacts trigger automated invoice creation in Invoice Ninja and update your Mailchimp mailing list.
I
R
M
When a payment is created in Invoice Ninja, update Really Simple Systems CRM and remove the tag in Mailchimp.
Successful payments update your CRM records and automatically adjust subscriber tags in Mailchimp.

Supported triggers and actions for Invoice Ninja and Really Simple Systems CRM

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
Try it โ†’
Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it โ†’
Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
Try it โ†’
Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
Try it โ†’
Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
Try it โ†’
Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
Try it โ†’
Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
Try it โ†’
Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
Try it โ†’
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
Try it โ†’
Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it โ†’
Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
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
Task is created in Invoice Ninja
Triggers the automation when a task is created
Try it โ†’
Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
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
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†’
Really Simple Systems CRM
Really Simple Systems CRM Triggers & Actions
Opportunity is created in Really Simple Systems CRM
Triggers the automation when any opportunity is updated
Try it โ†’
Contact is created in Really Simple Systems CRM
Triggers the automation when a new contact is created
Try it โ†’
Account is created in Really Simple Systems CRM
Triggers the automation when a new account is created
Try it โ†’
Task is created in Really Simple Systems CRM
Triggers the automation when a new task is created
Try it โ†’
Activity is created in Really Simple Systems CRM
Triggers the automation when a new activity is created
Try it โ†’
Create Opportunity in Really Simple Systems CRM
Creates a new instance of the support system
Try it โ†’
Create task in Really Simple Systems CRM
Creates a new task
Try it โ†’
Create contact in Really Simple Systems CRM
Adds a new contact to the database
Try it โ†’
Search contact by email in Really Simple Systems CRM
Finds and retrieves contact information using their email address
Try it โ†’
Update dropdown list in Really Simple Systems CRM
Updates a dropdown list
Try it โ†’
Create account in Really Simple Systems CRM
Generates a new account
Try it โ†’
Search account in Really Simple Systems CRM
Searches for account information
Try it โ†’
Create activity in Really Simple Systems CRM
Generates a new activity or task
Try it โ†’

What can you automate with Invoice Ninja + Really Simple Systems CRM?

Streamline your billing and CRM workflows with automated data syncs, instant updates, and connected team alerts.

What you can automate?
๐Ÿงพ
Sync new invoices directly to your CRM
Automatically create a corresponding record in Really Simple Systems CRM whenever a new invoice is issued in Invoice Ninja. Keep your financial pipeline updated without manual copying.
๐Ÿ‘ค
Capture complete client details
Map every client field from Invoice Ninja straight into Really Simple Systems CRM without manual data entry. Ensure customer profiles remain accurate and consistent across both systems.
๐Ÿ””
Alert your team on new payments
Notify your team instantly whenever a client payment is successfully recorded in Invoice Ninja. Keep finance and sales departments informed of revenue milestones.
๐Ÿ”€
Route records based on invoice amounts
Send high-value invoices to priority CRM workflows while handling standard invoices automatically. Direct your team's attention where it matters most.
๐Ÿ”„
Keep customer records updated
Automatically update Really Simple Systems CRM contact details whenever client information changes in Invoice Ninja. Eliminate outdated records and communication errors.
๐Ÿ”
Search and update existing records
Prevent duplicate entries by searching for existing contacts before creating new ones in your CRM. Maintain clean databases across your entire tool stack.
โฑ๏ธ
Track payment milestones and quotes
Update CRM opportunities automatically when quotes are approved or invoices are sent in Invoice Ninja. Follow the customer journey from quote to cash.
๐Ÿ“Š
Extend billing data to your spreadsheets
Push invoice and payment details directly into Google Sheets or other connected apps for advanced reporting. Give stakeholders clear visibility into billing performance.
And much more...

Who is Invoice Ninja + Really Simple Systems CRM integration for?

Connecting Invoice Ninja and Really Simple Systems CRM helps sales, finance, and support teams eliminate manual data entry and keep billing and customer records perfectly aligned.

Sales managers
Sales managers
Account executives
Account executives
Billing specialists
Billing specialists
Operations leads
Operations leads
Customer success managers
Customer success managers
Finance administrators
Finance administrators
๐Ÿ“ˆ
Sales managers
You're tracking pipeline revenue in your CRM but billing happens separately, so your closed-deal reports are always lagging behind โ€” automating both apps means every invoice update immediately reflects in your CRM records.
โšก
Account executives
You need to act fast when clients make payments, and you find out too late if billing stalls โ€” with this integration, every payment creates a task in your CRM so you can follow up instantly.
๐Ÿ“‹
Billing specialists
You answer to finance directors who want to see payment statuses matched to accounts, but copying details by hand causes errors โ€” this integration means every invoice and payment syncs directly without manual data entry.
๐Ÿ“ˆ
Operations leads
The volume of new clients is too high for anyone to keep up by hand, leading to missing CRM entries โ€” automating both apps means every new Invoice Ninja client automatically establishes a Really Simple Systems CRM record.
๐Ÿค
Customer success managers
You own the onboarding phase and depend on billing to hand over new client details, but communication gaps delay your outreach โ€” connecting these apps means new invoices instantly trigger CRM contact creation so you can welcome clients right away.
๐Ÿ“
Finance administrators
You need a reliable audit history and keep finding gaps between your invoicing platform and CRM customer lists โ€” this integration means every invoice and client profile stays perfectly synced across both systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Invoice Ninja + Really Simple Systems CRM

Build and manage your Invoice Ninja + Really Simple Systems CRM 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 + Really Simple Systems CRM 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Invoice Ninja to Really Simple Systems CRM?
Frequently Asked Questions
You can connect Invoice Ninja to Really Simple Systems CRM instantly using ready workflows or Integrately AI. With 1,500+ supported apps including Mailchimp, Stripe, and Slack, you can automate your billing and CRM processes in just one click.
Can I automatically create Really Simple Systems CRM contacts from new Invoice Ninja invoices?
Frequently Asked Questions
Can I connect Invoice Ninja, Really Simple Systems CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Really Simple Systems CRM?
Frequently Asked Questions
How does Invoice Ninja handle client data during synchronization?
Frequently Asked Questions
Can Really Simple Systems CRM trigger actions in Invoice Ninja?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Really Simple Systems CRM?
Frequently Asked Questions
Is the Invoice Ninja and Really Simple Systems CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Invoice Ninja or Really Simple Systems CRM With 1500+ Other Apps

Invoice Ninja
Popular Invoice Ninja Integrations
Connect Invoice Ninja to accounting, payment, and document tools to manage your billing cycle.
Really Simple Systems CRM
Popular Really Simple Systems CRM Integrations
Sync Really Simple Systems CRM with marketing, email, and support platforms to streamline customer relationships.