Invoice Ninja + Sharepoint Integration

Integrate Invoice Ninja to Sharepoint in one click, or tell Integrately AI how you want each invoice handled. Log invoice details, update your lists, store attached files, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Project is updated 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 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
    Project is created in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is created 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
    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
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved 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
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
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
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready Workflows Ready Workflows for Invoice Ninja + Sharepoint Integration

Create list items from new invoices, store files in folders, update records, notify your team, and track payments, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your Invoice Ninja + Sharepoint flow

Teams often need to sync accounting records, alert team members, and send documents after invoicing. Pick a combination and activate it in one click.

Invoice Ninja
Sharepoint
+
QuickBooks OnlineQuickBooks Online (3)
+
SalesforceSalesforce (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
DocuSignDocuSign (3)
+
Microsoft ExcelMicrosoft Excel (3)
I
S
Q
Create a Sharepoint list item for every Invoice Ninja invoice, and sync the invoice to QuickBooks Online.
Invoices created in Invoice Ninja instantly appear in Sharepoint and QuickBooks Online without manual data entry.
I
S
Q
When a payment is created in Invoice Ninja, upload the receipt file to Sharepoint and log it in QuickBooks Online.
Payments received in Invoice Ninja automatically generate Sharepoint files and QuickBooks Online entries.
I
S
Q
When a client is created in Invoice Ninja, create a dedicated folder in Sharepoint and add the customer in QuickBooks Online.
New clients in Invoice Ninja instantly get organized folders in Sharepoint and customer profiles in QuickBooks Online.

Supported triggers and actions for Invoice Ninja and Sharepoint

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
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Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
Try it →
Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
Try it →
Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
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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 →
Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it →
Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
Try it →
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
Try it →
Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
Try it →
Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
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
Try it →
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
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it →
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
Try it →
Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
Try it →
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
Try it →
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
Try it →
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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
Try it →
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
Try it →
Update invoice in Invoice Ninja
Updates invoice details based on new information
Try it →
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
Try it →
Search quote in Invoice Ninja
Searches for a quote
Try it →
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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Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Create list in Sharepoint
Generates a new list
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Create list item in Sharepoint
Adds a new item to a list
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Search site in Sharepoint
Try it →
Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
Try it →
Upload file in Sharepoint
Uploads a file to the particular location
Try it →
Search file by name in Sharepoint
Find files based on their names
Try it →
Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it →

What can you automate with Invoice Ninja + Sharepoint?

Streamline your billing operations and document management with robust automated workflows.

What you can automate?
📄
Create Sharepoint list items from new invoices
Automatically generate a new list item in Sharepoint whenever an invoice is created in Invoice Ninja. Eliminate manual data entry and keep your records synchronized.
📁
Organize client folders upon creation
Set up dedicated Sharepoint folders automatically the moment a new client is added in Invoice Ninja. Keep all client documents neatly arranged from day one.
💳
Upload payment receipts instantly
Capture payment events in Invoice Ninja and upload receipt files directly into your designated Sharepoint folders without lifting a finger.
Trigger workflows on quote approval
When a quote is approved in Invoice Ninja, automatically initiate document storage and folder generation in Sharepoint to kick off your projects.
🔄
Keep records updated as invoices change
Automatically update existing Sharepoint list items whenever invoice details or client information are modified in Invoice Ninja.
🔍
Search and link related files
Locate existing files or folders in Sharepoint dynamically when processing tasks or projects in Invoice Ninja to maintain perfect data integrity.
📊
Track project milestones and tasks
Connect task creation and project updates in Invoice Ninja with Sharepoint lists to monitor progress across your entire operational team.
🔗
Extend flows with messaging apps
Combine Invoice Ninja and Sharepoint with Slack or Gmail to notify your team instantly whenever new invoices or payments are logged.
And much more...

Who is Invoice Ninja + Sharepoint integration for?

Finance professionals, project managers, and business owners streamline their billing records and document storage workflows effortlessly with this integration.

Financial analysts
Financial analysts
Operations managers
Operations managers
Account managers
Account managers
Billing administrators
Billing administrators
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Financial analysts
You're reviewing revenue reports but your summary spreadsheets only update when someone manually exports invoice data, so the figures you're analyzing are always outdated — this integration means every new invoice populates Sharepoint instantly and your data stays current.
Operations managers
You need to act fast on client payments and approvals, but you find out about completed transactions hours later through disjointed channels — automating both apps means payment receipts upload to Sharepoint immediately so your team can proceed without delay.
🤝
Account managers
You answer to clients who want immediate proof of billing and document progress, but tracking files across systems causes delays — connecting these apps means every client folder and invoice is organized in Sharepoint the moment it's created.
🏢
Billing administrators
The volume of daily invoices is too high for anyone to keep up by hand, leading to missing list items and disorganized files — with this integration, every Invoice Ninja transaction creates structured Sharepoint list items automatically.
🔄
Project coordinators
You own the project setup phase and depend on someone upstream to hand over approved quotes, but handoffs stall progress — automating both apps means approved quotes in Invoice Ninja instantly generate project folders in Sharepoint.
🗂️
Compliance officers
You need a reliable audit history and keep finding gaps where payment receipts were never filed correctly — this integration means every payment event securely stores files in Sharepoint with zero manual oversight.
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 + Sharepoint

Build and manage your Invoice Ninja + Sharepoint 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 + Sharepoint 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
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Invoice Ninja to Sharepoint?
Frequently Asked Questions
You can connect Invoice Ninja to Sharepoint in just 1 click using ready-made automations on Integrately, or use Integrately AI to build custom workflows.
Can I automatically create Sharepoint list items from Invoice Ninja invoices?
Frequently Asked Questions
Can I connect Invoice Ninja, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Sharepoint?
Frequently Asked Questions
How does Invoice Ninja handle client data during synchronization?
Frequently Asked Questions
How are files organized in Sharepoint when using automations?
Frequently Asked Questions
Do I need coding skills to set up Invoice Ninja and Sharepoint integrations?
Frequently Asked Questions
Is the Invoice Ninja and Sharepoint integration free?
Frequently Asked Questions
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You Can Also Connect Invoice Ninja or Sharepoint With 1500+ Other Apps

Invoice Ninja
Popular Invoice Ninja Integrations
Connect Invoice Ninja with accounting, CRM, and payment tools to streamline your billing and customer management lifecycle.
Sharepoint
Popular Sharepoint Integrations
Sync Sharepoint with document management, cloud storage, and collaboration tools to keep organizational data connected.