An automated workflow using integromat
Connects Invoice Ninja + Gmail
Send Invoice Ninja client portal links for every new invoice
About this workflow template
This automation scenario allows you to connect Invoice Ninja and Gmail
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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
Invoice Ninja and Gmail can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Invoice Ninja
Watch New Invoice in Invoice Ninja
Triggers when a new invoice is added.
Then this action happens in Gmail
Send an Email in Gmail
Sends a new email.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Invoice Ninja client portal links for every new invoice.
Part I
Configure Applications
First, we need to connect Invoice Ninja and Gmail 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 Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Part II
Build an integration workflow
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 Gmail
Choose this action: Send an Email (Sends a new email.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Invoice Ninja and Gmail.
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 Send Invoice Ninja client portal links for every new invoice!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioalbatoNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapieralbatopipedreamNew labeled email
Triggers when you label an email.
triggerbyzapierpipedreamNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Create invoice
Create a new invoice.
actionbyzapierintegratelypabbly-connectCreate client
Creates a new client
actionbyzapierintegratelypabbly-connectEmail invoice
Emails an invoice.
actionbyzapierCreate payment
Create a new payment.
actionbyzapierintegratelyCreate a client
Creates a client.
actionbyintegromatCreate an invoice
Creates an invoice.
actionbyintegromat
Apps you need
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.
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.
