Invoice Ninja + Solve CRM Integration

Q: Can I automatically create Solve CRM companies when Invoice Ninja clients are created?

You can automatically sync new Invoice Ninja clients as Solve CRM companies using ready workflows. Pick a pre-built template or customise your automation instantly with Integrately AI.

Q: Can I connect Invoice Ninja, Solve CRM, and Slack?

You can connect Invoice Ninja, Solve CRM, and Slack in a single multi-step automation. When clients are created in Invoice Ninja, it updates Solve CRM and notifies your team on Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Invoice Ninja and Solve CRM?

Integrately is a reliable alternative for Invoice Ninja and Solve CRM integrations, offering 20 million+ templates, 24/5 live chat support, and AI-assisted workflow building at 3x to 10x lower cost.

Q: How does Invoice Ninja handle client data syncing here?

Invoice Ninja securely passes client and invoice data to Solve CRM via automated workflows. There's a ready template to get started instantly on Integrately.

Q: How are Solve CRM records updated from billing events?

Solve CRM company and contact records update automatically when invoices or payments are created in Invoice Ninja. You can set this up using pre-built integrations.

Q: Do I need coding skills to automate Invoice Ninja and Solve CRM?

No coding skills are required to connect Invoice Ninja and Solve CRM. You can use ready automation templates or describe your exact workflow to Integrately AI.

Q: Is the Invoice Ninja and Solve CRM integration free?

The Invoice Ninja and Solve CRM integration is available with free-tier options on Integrately. You can start with ready workflows and explore pricing plans for advanced features.

Integrate Invoice Ninja to Solve CRM in one click, or tell Integrately AI how you want each client handled. Track customer billing, sync new clients to your CRM, update records, and trigger follow-ups automatically.

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Credit is sent in Invoice Ninja Instant
Invoice is updated in Invoice Ninja Instant
Invoice is sent in Invoice Ninja Instant
Invoice is deleted in Invoice Ninja Instant
Quote is sent in Invoice Ninja Instant
Quote is updated in Invoice Ninja Instant
Quote is approved in Invoice Ninja Instant
Quote is deleted in Invoice Ninja Instant
Credit is created in Invoice Ninja Instant
Client is deleted in Invoice Ninja Instant
Vendor is created in Invoice Ninja Instant
Vendor is updated in Invoice Ninja Instant
Expense is created in Invoice Ninja Instant
Expense is updated in Invoice Ninja Instant
Task is created in Invoice Ninja Instant
Task is updated in Invoice Ninja Instant
Task is deleted in Invoice Ninja Instant
Client is updated in Invoice Ninja Instant
Project is created in Invoice Ninja Instant
Project is updated in Invoice Ninja Instant
Project is deleted in Invoice Ninja Instant
Product is created in Invoice Ninja Instant
Product is updated in Invoice Ninja Instant
Product is deleted in Invoice Ninja Instant
Purchase order is created in Invoice Ninja Instant
Purchase order is updated in Invoice Ninja Instant
Purchase order is deleted in Invoice Ninja Instant
Client is created in Invoice Ninja Instant
Invoice is created in Invoice Ninja Instant
Payment is created in Invoice Ninja Instant
Quote is created in Invoice Ninja Instant
Contact is created in Solve CRM
Company is created in Solve CRM

Create client in Invoice Ninja
Search client in Invoice Ninja
Update client in Invoice Ninja
Create invoice in Invoice Ninja
Search invoice in Invoice Ninja
Update invoice in Invoice Ninja
Create task in Invoice Ninja
Create quote in Invoice Ninja
Search quote in Invoice Ninja
Update quote in Invoice Ninja
Create payment in Invoice Ninja
Create contact in Solve CRM
Create company in Solve CRM

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Ready Workflows for Invoice Ninja + Solve CRM Integration

Create CRM companies from new invoices, sync clients, update payment records, and alert your team, all in just one click.

Create Solve 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 - Solve CRM integration, anytime a new Invoice Ninja client is created, an Solve 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.

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Create Invoice Ninja client for new Solve 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 Solve CRM - Invoice Ninja integration, anytime a new Solve 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.

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Create Invoice Ninja task for new Solve CRM contact

In Solve 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.

Activate

Create Invoice Ninja client from new Solve CRM company

If you have created a company in Solve CRM, it's important to create a client in Invoice Ninja. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

Activate

Create Solve CRM company from new Invoice Ninja invoice

If you're a small business owner who uses Invoice Ninja to manage your finances, you may be wondering if there's a way to automatically create a company profile in Solve CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Solve CRM and Invoice Ninja!

Activate

When Client is created in Invoice Ninja > Check condition > Create contact in Solve CRM

Invoice Ninja + Solve CRM Integration

Activate

When Contact is created in Solve CRM > Check condition > Create client in Invoice Ninja

Solve CRM + Invoice Ninja Integration

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Invoice Ninja + Solve CRM flow

Send payment data to finance tools, alert sales channels, and trigger customer follow-ups the moment your core pair finishes. Pick a combination and activate it in one click.

Stripe (8)

Slack (8)

Gmail (8)

Trello (8)

Google Drive (8)

Mailchimp (8)

Create an Invoice Ninja invoice when a Stripe payment succeeds, and add a company in Solve CRM

Successful Stripe charges instantly generate an Invoice Ninja invoice and create a company in Solve CRM, eliminating manual bookkeeping.

When an Invoice Ninja client is created, create a customer in Stripe and add a company in Solve CRM

New Invoice Ninja clients automatically get a Stripe customer profile and a Solve CRM company record in one unified pipeline.

When a Stripe subscription renews, update the invoice in Invoice Ninja and update the contact in Solve CRM

Subscription renewals in Stripe update your Invoice Ninja records and refresh Solve CRM contact details automatically.

Create a Stripe payment link when an Invoice Ninja quote is approved and log it in Solve CRM

Approved Invoice Ninja quotes instantly generate Stripe payment links and update your Solve CRM records.

If a Stripe payment fails, update the invoice in Invoice Ninja and log the alert in Solve CRM

Failed Stripe charges flag your Invoice Ninja invoices and create an urgent follow-up task in Solve CRM.

When a Stripe refund is issued, update the invoice in Invoice Ninja and log the adjustment in Solve CRM

Refunds processed in Stripe update your Invoice Ninja billing history and adjust Solve CRM records.

Use Claude to review Stripe disputed charges, update the invoice in Invoice Ninja, and log the review in Solve CRM

AI analyses Stripe chargeback disputes, updates Invoice Ninja records, and logs structured notes in Solve CRM.

Turn every successful Stripe charge into an Invoice Ninja payment, update Solve CRM, and log the transaction in Google Drive

Successful Stripe charges record an Invoice Ninja payment, update Solve CRM, and archive the receipt in Google Drive.

When an Invoice Ninja client is created, create a company in Solve CRM, and notify your sales team on Slack

New Invoice Ninja clients register in Solve CRM instantly while your sales channel receives an immediate notification on Slack.

When a Solve CRM company is created, create a client in Invoice Ninja, and post an alert in Slack

New Solve CRM companies automatically generate Invoice Ninja client profiles and notify your billing team on Slack.

When an Invoice Ninja payment is created, update Solve CRM, and post a payment notice in Slack

Recorded Invoice Ninja payments update Solve CRM records and broadcast a revenue alert in Slack.

Create an Invoice Ninja task when a Solve CRM contact is added, and notify the billing channel in Slack

New Solve CRM contacts generate an Invoice Ninja task while alerting your billing channel on Slack.

If an Invoice Ninja quote is approved, create a company in Solve CRM and alert the account manager on Slack

Approved quotes trigger Solve CRM company creation and notify the assigned account manager on Slack.

When an Invoice Ninja project is created, update Solve CRM and celebrate the kickoff in Slack

New Invoice Ninja projects update Solve CRM records and post a kickoff announcement in Slack.

Use ChatGPT to summarise new Solve CRM notes, update Invoice Ninja, and post the brief in Slack

AI summarises Solve CRM notes, updates Invoice Ninja client data, and posts an executive brief in Slack.

Turn every Invoice Ninja client into a Solve CRM company, notify the team in Slack, and log the details in Google Drive

New Invoice Ninja clients update Solve CRM, trigger a Slack alert, and save documentation in Google Drive.

When an Invoice Ninja client is created, create a company in Solve CRM, and send a welcome email via Gmail

New Invoice Ninja clients register in Solve CRM and receive an automated welcome email through Gmail.

When a Solve CRM company is created, create a client in Invoice Ninja, and email the onboarding packet via Gmail

Solve CRM company records generate Invoice Ninja clients and dispatch onboarding packets via Gmail.

When an Invoice Ninja payment is created, update Solve CRM and send a receipt via Gmail

Recorded Invoice Ninja payments update Solve CRM records and email a payment receipt through Gmail.

Create an Invoice Ninja invoice when a Solve CRM contact is added, and email the draft via Gmail

New Solve CRM contacts generate an Invoice Ninja invoice draft and email it via Gmail for review.

If an Invoice Ninja quote is approved, create a company in Solve CRM and email confirmation via Gmail

Approved quotes create Solve CRM companies and send formal confirmation emails through Gmail.

When an Invoice Ninja expense is created, update Solve CRM and email the finance report via Gmail

New Invoice Ninja expenses update Solve CRM records and email summary reports through Gmail.

Use Claude to draft custom invoices in Invoice Ninja, log them in Solve CRM, and email them via Gmail

AI drafts custom Invoice Ninja invoices, updates Solve CRM, and sends the email via Gmail.

Turn every Invoice Ninja client into a Solve CRM company, email the onboarding details via Gmail, and create a Trello card

New Invoice Ninja clients update Solve CRM, send welcome emails via Gmail, and create onboarding Trello cards.

When an Invoice Ninja client is created, create a company in Solve CRM, and create a Trello card for onboarding

New Invoice Ninja clients register in Solve CRM and automatically generate an onboarding card in Trello.

When a Solve CRM company is created, create an invoice in Invoice Ninja, and create a Trello card for follow-up

Solve CRM company records generate Invoice Ninja invoices and open follow-up cards in Trello.

When an Invoice Ninja project is created, update Solve CRM and move the corresponding Trello card

New Invoice Ninja projects update Solve CRM records and advance matching Trello cards.

Create an Invoice Ninja task when a Trello card is moved, and update Solve CRM

Completed Trello workflow stages generate Invoice Ninja tasks and update Solve CRM records.

If an Invoice Ninja task is high priority, create a Solve CRM company and add a Trello card

High-priority Invoice Ninja tasks trigger Solve CRM company creation and urgent Trello cards.

When an Invoice Ninja invoice is overdue, update Solve CRM and create a collection card in Trello

Overdue Invoice Ninja invoices update Solve CRM records and create collection task cards in Trello.

Use ChatGPT to summarise Invoice Ninja project requirements, create Solve CRM notes, and generate a Trello board

AI processes Invoice Ninja project details, updates Solve CRM, and structures Trello project boards.

Turn every Invoice Ninja client into a Solve CRM company, create a Trello onboarding board, and notify the team on Slack

New Invoice Ninja clients update Solve CRM, create Trello onboarding boards, and notify teams in Slack.

When an invoice is created in Invoice Ninja, create a company in Solve CRM, and save the invoice PDF in Google Drive

New Invoice Ninja invoices generate Solve CRM company records and automatically store PDFs in Google Drive.

When a Solve CRM company is created, create a client in Invoice Ninja, and save client documents in Google Drive

Solve CRM company records establish Invoice Ninja clients and organise client folders in Google Drive.

When an Invoice Ninja quote is approved, update Solve CRM and upload the signed agreement to Google Drive

Approved Invoice Ninja quotes update Solve CRM records and archive signed agreements in Google Drive.

Create an Invoice Ninja invoice when a Google Drive file is uploaded, and update Solve CRM

New files uploaded to Google Drive generate Invoice Ninja invoices and update Solve CRM records.

If an Invoice Ninja expense is created, update Solve CRM and save the receipt in Google Drive

New Invoice Ninja expenses update Solve CRM records and archive receipt files in Google Drive.

When an Invoice Ninja purchase order is completed, update Solve CRM and archive the files in Google Drive

Completed purchase orders update Solve CRM records and archive documentation in Google Drive.

Use Claude to extract data from Google Drive receipts, create expenses in Invoice Ninja, and log them in Solve CRM

AI extracts receipt details from Google Drive, creates Invoice Ninja expenses, and logs them in Solve CRM.

Turn every Invoice Ninja client into a Solve CRM company, save assets in Google Drive, and notify the team on Slack

New Invoice Ninja clients update Solve CRM, archive assets in Google Drive, and notify teams in Slack.

When an Invoice Ninja client is created, create a company in Solve CRM, and add the contact to a Mailchimp list

New Invoice Ninja clients update Solve CRM records and automatically join targeted Mailchimp marketing lists.

When a Solve CRM company is created, create an invoice in Invoice Ninja, and subscribe the client in Mailchimp

Solve CRM company records generate Invoice Ninja invoices and add subscribers to Mailchimp lists.

When an Invoice Ninja product is updated, update Solve CRM and update the product campaign in Mailchimp

Product updates in Invoice Ninja sync with Solve CRM records and update Mailchimp campaigns.

Create an Invoice Ninja client when a Mailchimp subscriber is tagged, and create a company in Solve CRM

Tagged Mailchimp subscribers automatically generate Invoice Ninja clients and Solve CRM company records.

If an Invoice Ninja client is VIP tier, create a Solve CRM company and add them to a Mailchimp VIP list

VIP Invoice Ninja clients trigger high-priority Solve CRM companies and specialized Mailchimp segments.

When an Invoice Ninja invoice is paid, update Solve CRM and tag the customer in Mailchimp

Paid Invoice Ninja invoices update Solve CRM records and apply customer status tags in Mailchimp.

Use ChatGPT to segment Invoice Ninja clients, update Solve CRM, and create targeted Mailchimp campaigns

AI analyses Invoice Ninja client data, updates Solve CRM, and segments Mailchimp audiences.

Turn every Invoice Ninja client into a Solve CRM company, add them to Mailchimp, and notify the team on Slack

New Invoice Ninja clients update Solve CRM, populate Mailchimp lists, and alert teams on Slack.

Supported triggers and actions for Invoice Ninja and Solve CRM

Mix and match to build the exact automation you need

Invoice Ninja Triggers & Actions

Instant

Credit is sent in Invoice Ninja

Triggers the automation when a credit is sent

Invoice Ninja + Solve CRM Integration

Integrate Invoice Ninja to Solve CRM in one click, or tell Integrately AI how you want each client handled. Track customer billing, sync new clients to your CRM, update records, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Invoice Ninja + Solve CRM Integration

Create CRM companies from new invoices, sync clients, update payment records, and alert your team, all in just one click.

Create Solve CRM contact for new Invoice Ninja client

Create Invoice Ninja client for new Solve CRM contact

Create Invoice Ninja task for new Solve CRM contact

Create Invoice Ninja client from new Solve CRM company

Create Solve CRM company from new Invoice Ninja invoice

When Client is created in Invoice Ninja > Check condition > Create contact in Solve CRM

When Contact is created in Solve CRM > Check condition > Create client in Invoice Ninja

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Invoice Ninja + Solve CRM flow

Send payment data to finance tools, alert sales channels, and trigger customer follow-ups the moment your core pair finishes. Pick a combination and activate it in one click.

Supported triggers and actions for Invoice Ninja and Solve CRM

Mix and match to build the exact automation you need

What can you automate with Invoice Ninja + Solve CRM?

Streamline billing, synchronise client records, and eliminate administrative overhead between your core platforms.

Who is Invoice Ninja + Solve CRM integration for?

Finance and customer service teams scaling operations need this integration to eliminate manual data entry between billing and CRM records.

Did you know?

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

Why choose Integrately to automate Invoice Ninja + Solve CRM

Build and manage your Invoice Ninja + Solve CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

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