Connect Insightly CRM and Invoice Ninja integrations
Connect Insightly CRM and Invoice Ninja with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Insightly CRM and Invoice Ninja to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new object of a selected type is created.
Creates a client.
Creates an expense.
Creates an invoice.
Creates a payment.
Creates a product.
Creates a quote.
Creates a recurring invoice.
Creates a task.
Deletes a client.
Deletes an expense.
Deletes an invoice.
Deletes a payment.
Deletes a product.
Deletes a quote.
Deletes a recurring invoice.
Deletes a task.
Gets a client.
Gets an expense.
Gets an invoice.
Gets a payment.
Gets a product.
Gets a quote.
Gets a recurring invoice.
Gets a task.
Performs an arbitrary authorized API call.
Updates a client.
Updates an expense.
Updates an invoice.
Updates a payment.
Updates a product.
Updates a quote.
Updates a recurring invoice.
Updates a task.
Gets all clients.
Gets all expenses.
Gets all invoices.
Gets all payments.
Gets all products.
Gets all quotes.
Gets all recurring invoices.
Gets all tasks.
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Build your Insightly CRM and Invoice Ninja integrations.
Create custom Insightly CRM and Invoice Ninja workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a client.
Creates a payment.
Creates a product.
Creates a quote.
Creates a recurring invoice.
Creates a task.
Creates an expense.
Creates an invoice.
Creates a new object of a selected type.
Popular Insightly CRM and Invoice Ninja workflows.
Looking to get more out of Insightly CRM and Invoice Ninja? With Make you can visually integrate Insightly CRM and Invoice Ninja into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create Invoice Ninja invoices for new WooCommerce orders
Every time a new order is created in WooCommerce, Make will automatically create a new invoice in Invoice Ninja.
TRY IT ->Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new users into LinkedIn Matched Audiences. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Upload a new LinkedIn Offline Conversion from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new offline conversions to LinkedIn. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Send a Slack notification when a new Invoice Ninja invoice is created
Use this template to automatically create and send a Slack message when a new Invoice Ninja invoice is created.
TRY IT ->Create SmartReach.io prospects for new Insightly CRM leads
Make will watch your Insightly CRM leads at regular intervals and create identical SmartReach.io prospects.
TRY IT ->Import CSV data into Invoice Ninja
This template helps you import a list of customers automatically into Invoice Ninja via CSV import. The scenario can be scheduled to run at regular intervals: every minute, hour, day or at the specified date. The template uses [this example CSV file](https://drive.google.com/file/d/1G0ne7M9bYqjGh5WjYh6oTsram_f6BpO0/view?usp=sharing).
TRY IT ->Add Insightly CRM leads to Constant Contact
Use this template to automatically create a Constant Contact contact when an Insightly CRM lead is created.
TRY IT ->Import Google Sheets data into Invoice Ninja
This template helps you import a list of customers automatically from Google Sheets to Invoice Ninja. The scenario can be scheduled to run at regular intervals: every minute, hour, day or at the specified date. The template uses [this example from Google Sheets](https://docs.google.com/spreadsheets/d/17AutCAMLzuIPogSMdKRy2ClAZqABKwjhzFqCXbxuZVQ/edit?usp=sharing).
TRY IT ->Locate Invoice Ninja new customers with Google Maps
Every time a new client is created in Invoice Ninja, Make will automatically create a Static Map Image with Google Maps to save the client's business location.
TRY IT ->
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