This automation scenario allows you to connect Invoice Ninja, HTTP, and Email.
It can be build using Integromat, a no-code workflow automation tool. Integromat 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 Invoice Ninja
Triggers when a new invoice is added.
Then these actions happen in HTTP, Email and Email
Gets a client.
Downloads a file from a given URL.
Sends a new email.
This guide contains information on how to set up an automatic workflow that allows to Email Invoice PDF to a client from one's own email as soon as it's created on Invoice Ninja.
Part I
First, we need to connect Invoice Ninja, HTTP and Email to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Invoice Ninja to Make.com.
Give Make.com access to your Invoice Ninja account, using Invoice Ninja credentials.
Connect HTTP to Make.com.
Give Make.com access to your HTTP account, using HTTP credentials.
Connect Email to Make.com.
Give Make.com access to your Email account, using Email credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Invoice Ninja
Choose the following trigger: Watch New Invoice (Triggers when a new invoice is added.).
Then set up an Action for Invoice Ninja
Choose this action: Get a Client (Gets a client.).
Then set up another Action for HTTP
Choose this action: Get a file (Downloads a file from a given URL.).
Then set up another Action for Email
Choose this action: Send an Email (Sends a new email.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Invoice Ninja, HTTP and Email.
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 Email Invoice PDF to a client from one's own email as soon as it's created on Invoice Ninja!
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.
This Action will send you an HTML based email. Images and links are supported.
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
Downloads a file from a given URL.
Sends a new email.
Sends an HTTP(S) request to a specified URL and processes the response.
Send yourself an email
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.
The Hypertext Transfer Protocol (HTTP) is an app layer protocol in the Internet protocol stack, used for all modern web-based applications and beyond.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.