Integrate Agile CRM with Invoice Ninja
Send information between Agile CRM and Invoice Ninja automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Quote added
Trigger when a new quote is added
Client added
Trigger when a new client is added
Payment added
Trigger when a new payment is added
Invoice added
Trigger when a new invoice is added
All Actions - Actions are the automated tasks
Create Company
Creates a new company
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
Create client
Creates a new client
Create expense
Creates a new expense
Create task
Creates a new task
Send invoice
Sends an existing invoice to a client via email
Create product
Creates a new product
Create payment
Creates a new payment
Create invoice
Creates a new invoice
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch product by key
Fetches the details of an existing product by key
Fetch expense category by ID
Fetches an existing expense category by ID
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch expense category by name
Fetches an existing expense category by name
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch client by ID
Fetches the details of an existing client record by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch client by name
Fetches the details of an existing client record by name
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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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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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
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Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
