Invoice Ninja + WPForms Integration

Integrate Invoice Ninja to WPForms in one click, or tell Integrately AI how you want each submission handled. Capture contact details, create new invoices instantly, update your client records, and notify your 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
  • WPForms
    Form is submitted in WPForms 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 + WPForms Integration

Capture submissions, create invoices instantly, update client records, alert your team, and track payments, all in just one click.

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

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

Create Invoice Ninja client for new WPForms form submission

When someone completes your WPForms, 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 WPForms is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a WPForms - Invoice Ninja integration set up makes it easy to manage your customer relationships and grow your business.
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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 + WPForms flow

Send submitted data to your accounting tools, email lists, payment gateways, and team channels the moment a form comes in. Pick a combination and activate it in one click.

Invoice Ninja
WPForms
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
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AsanaAsana (4)
W
S
I
Create a Stripe customer and an Invoice Ninja invoice from every WPForms submission
WPForms submissions automatically create a Stripe customer and an Invoice Ninja invoice without manual data entry.
W
S
I
Search for a Stripe customer when a WPForms form is submitted and update the Invoice Ninja client
Keep your Stripe customer records and Invoice Ninja clients synchronized whenever a new form arrives.
W
I
S
Create an Invoice Ninja invoice for new WPForms submissions and log the transaction in Stripe
Generate invoices from form entries and track payment details directly through Stripe.
W
I
S
Create an Invoice Ninja quote from WPForms submissions and set up the customer in Stripe
Turn form inquiries into formal Invoice Ninja quotes while establishing customer records in Stripe.

Supported triggers and actions for Invoice Ninja and WPForms

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
Try it โ†’
Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it โ†’
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
Try it โ†’
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
Try it โ†’
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
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
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†’
WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
Try it โ†’
No action is available

What can you automate with Invoice Ninja + WPForms?

Eliminate manual entry between your website forms and your invoicing software with powerful automated workflows.

What you can automate?
๐Ÿงพ
Create Invoice Ninja invoices from WPForms submissions
Automatically generate an Invoice Ninja invoice the moment a user submits a form in WPForms, removing manual paperwork.
๐Ÿ“‹
Capture every submitted form field accurately
Map all available WPForms answers directly into Invoice Ninja client profiles and invoice notes without missing details.
๐Ÿ””
Notify your team of new submissions instantly
Alert your billing or sales staff immediately when a form is completed and an Invoice Ninja record is created.
๐Ÿ”€
Route submissions based on form answers
Trigger different Invoice Ninja actions such as quotes or invoices depending on what the user selects in WPForms.
๐Ÿ”„
Keep client profiles updated automatically
Modify existing Invoice Ninja client details whenever form submissions contain updated contact information.
๐Ÿ”
Search and update existing clients
Prevent duplicate records by searching Invoice Ninja for existing clients before creating new billing entries.
๐Ÿ“Š
Manage quotes and payments seamlessly
Handle Invoice Ninja project, quote, and payment creation directly from inbound form interactions.
๐Ÿ”—
Extend flows to third-party applications
Link Stripe, Slack, or Google Drive to your Invoice Ninja and WPForms setup for extended automation.
And much more...

Who is Invoice Ninja + WPForms integration for?

Connecting your form submissions directly to your invoicing workflow saves hours of manual data entry and keeps your client billing accurate.

Finance managers
Finance managers
Agency owners
Agency owners
Account executives
Account executives
E-commerce operators
E-commerce operators
Operations coordinators
Operations coordinators
Customer support leads
Customer support leads
๐Ÿ“ˆ
Finance managers
You're tracking incoming client requests manually, but your invoices always lag behind form entries because someone has to type details twice โ€” this integration means every WPForms submission generates an Invoice Ninja invoice instantly and your billing pipeline stays accurate.
โšก
Agency owners
You need to bill clients rapidly after project requests arrive, and you find out too late when details are missed in transit โ€” automating both apps means every form submission creates a client record and invoice immediately so you never delay a project kickoff.
๐Ÿค
Account executives
You answer to a client who wants to see their billing setup right away, but manual data entry causes frustrating bottlenecks โ€” with this integration, form responses turn into Invoice Ninja invoices on the spot and your clients receive their paperwork without delay.
๐Ÿ“ˆ
E-commerce operators
The submission volume is too high for anyone to keep up by hand, leading to missed invoices and untracked leads โ€” connecting these apps means every form submission is handled automatically and your invoice creation keeps pace with your traffic.
๐Ÿ’ผ
Operations coordinators
You own the follow-up step and depend on someone upstream to hand over form data, but records frequently slip through the cracks โ€” automating both apps means every WPForms entry flows straight into Invoice Ninja so you can execute client tasks without waiting.
๐Ÿ—‚๏ธ
Customer support leads
You need a reliable history of every client request and billing document, but keep finding gaps between your form tool and finance system โ€” integrating these apps means every submission creates a clean, traceable audit trail in Invoice Ninja.
Our team

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Why choose Integrately to automate Invoice Ninja + WPForms

Build and manage your Invoice Ninja + WPForms 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 + WPForms 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?

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Frequently Asked Questions

How do I connect Invoice Ninja to WPForms?
Frequently Asked Questions
You can connect Invoice Ninja to WPForms in 1 click using ready templates on Integrately, or ask Integrately AI to build the integration for you. It links your form submissions with Invoice Ninja, Stripe, Slack, and 1,500+ other apps effortlessly.
Can I automatically create Invoice Ninja invoices from WPForms submissions?
Frequently Asked Questions
Can I connect Invoice Ninja, WPForms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and WPForms?
Frequently Asked Questions
How are new clients created in Invoice Ninja from web forms?
Frequently Asked Questions
Can I capture custom fields from WPForms into Invoice Ninja?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and WPForms?
Frequently Asked Questions
Is the Invoice Ninja and WPForms integration free?
Frequently Asked Questions
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You Can Also Connect Invoice Ninja or WPForms With 1500+ Other Apps

Invoice Ninja
Popular Invoice Ninja Integrations
Connect Invoice Ninja with accounting, payment, and CRM tools to streamline your entire financial workflow.
WPForms
Popular WPForms Integrations
Sync WPForms with email marketing, CRM, and spreadsheet tools to capture and manage form leads efficiently.
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WPForms Integrations arrow right
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