Integrate Invoice Ninja with Capsule CRM
Send information between Invoice Ninja and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Invoice Ninja and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Client added
Trigger when a new client is added
Quote added
Trigger when a new quote is added
Invoice added
Trigger when a new invoice is added
Payment added
Trigger when a new payment is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create expense
Creates a new expense
Create payment
Creates a new payment
Create product
Creates a new product
Create client
Creates a new client
Create invoice
Creates a new invoice
Send invoice
Sends an existing invoice to a client via email
Fetch expense category by name
Fetches an existing expense category by name
Fetch client by name
Fetches the details of an existing client record by name
Fetch expense category by ID
Fetches an existing expense category by ID
Fetch product by key
Fetches the details of an existing product by key
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch client by ID
Fetches the details of an existing client record by ID
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
What is Invoice Ninja?
Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
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What is Capsule CRM?
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
