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Invoice Ninja + Perfit Integration

Connect Invoice Ninja with Perfit in a few clicks

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Create Perfit contact for new Invoice Ninja order

If you're using Invoice Ninja to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in Perfit.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.

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When Invoice is created in Invoice Ninja > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Invoice is created in Invoice Ninja > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Invoice is created in Invoice Ninja > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Quote is created in Invoice Ninja > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Quote is created in Invoice Ninja > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Quote is created in Invoice Ninja > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Invoice is created in Invoice Ninja > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Invoice is created in Invoice Ninja > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Client is created in Invoice Ninja > Check condition > Create contact in Perfit

Invoice Ninja + Perfit Integration

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