This automation scenario allows you to connect Enalyzer and Invoice Ninja
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Enalyzer
Triggers when a respondent completes your survey.
Then this action happens in Invoice Ninja
Creates a new invoice.
This guide contains information on how to set up an automatic workflow that allows to Create Invoice Ninja invoices from new Enalyzer responses.
Part I
First, we need to connect Enalyzer and Invoice Ninja to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Enalyzer to Zapier.
Give Zapier access to your Enalyzer account, using Enalyzer credentials.
Connect Invoice Ninja to Zapier.
Give Zapier access to your Invoice Ninja account, using Invoice Ninja credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Enalyzer
Choose the following trigger: New Respondent Completed (Triggers when a respondent completes your survey.).
Then set up an Action for Invoice Ninja
Choose this action: Create Invoice (Creates a new invoice.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Enalyzer and Invoice Ninja.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Invoice Ninja invoices from new Enalyzer responses!
Triggers when a new client is added.
Triggers when a new payment is created.
Triggers when a new invoice is added.
Triggers when a new client is added.
Triggers when a new invoice is added.
Triggers when a new quote is created.
Creates a new respondent and sends out an email invitation.
Triggers when a respondent completes your survey.
Find message template.
Find surveys.
Zapier test trigger.
Invoice Ninja is a free, open-source solution for invoicing, tracking payments, expenses, and time billable tasks. With beautiful branded invoices and payment tools, increase efficiency and get paid quickly.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.