Invoice Ninja + CallRail Integration

Connect Invoice Ninja to CallRail - Automate your workflows in 1-click

Invoice Ninja automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Set up CallRail automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Get the best of both with Integrately’s Invoice Ninja + CallRail integration.
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CallRail + Invoice Ninja Integration

Create Invoice Ninja client from new CallRail company

If you have created a company in CallRail, it's important to create a client in Invoice Ninja. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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CallRail + Invoice Ninja Integration

Create Invoice Ninja client for new CallRail contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this CallRail - Invoice Ninja integration, anytime a new CallRail contact is created, an Invoice Ninja client should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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CallRail + Invoice Ninja Integration

Create Invoice Ninja task for new CallRail contact

In CallRail, when you create a contact, it automatically creates a task in Invoice Ninja for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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CallRail + Invoice Ninja Integration

Create Invoice Ninja client for new CallRail form

When someone completes your CallRail, a new client is automatically created in your Invoice Ninja. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the CallRail is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a CallRail - Invoice Ninja integration set up makes it easy to manage your customer relationships and grow your business.
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CallRail + Invoice Ninja Integration

Create Invoice Ninja task for new CallRail form

It's important to stay on top of your customer relationships, and one way to do that is to create Invoice Ninja tasks for new CallRail forms received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Invoice Ninja task for new CallRail form received today - your customers will thank you for it!
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Create Your Own Invoice Ninja & CallRail Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Invoice Ninja + CallRail Integration
1.
  • Invoice Ninja
    Expense is updated in Invoice Ninja

    Triggers the automation when an expense is updated

    Instant
  • Invoice Ninja
    Client is deleted in Invoice Ninja

    Triggers the automation when a client is deleted

    Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja

    Triggers the automation when an invoice is updated

    Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja

    Triggers the automation when an invoice is sent

    Instant
  • Invoice Ninja
    Invoice is deleted in Invoice Ninja

    Triggers the automation when an invoice is deleted

    Instant
  • Invoice Ninja
    Quote is sent in Invoice Ninja

    Triggers the automation when a quote is sent

    Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja

    Triggers the automation when a quote is updated

    Instant
  • Invoice Ninja
    Quote is approved in Invoice Ninja

    Triggers the automation when a quote is approved

    Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja

    Triggers the automation when a quote is deleted

    Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja

    Triggers the automation when a credit is created

    Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja

    Triggers the automation when a credit is sent

    Instant
  • Invoice Ninja
    Vendor is created in Invoice Ninja

    Triggers the automation when a vendor is created

    Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja

    Triggers the automation when a vendor is updated

    Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja

    Triggers the automation when an expense is created

    Instant
  • Invoice Ninja
    Client is updated in Invoice Ninja

    Triggers the automation when a client is updated

    Instant
  • Invoice Ninja
    Task is created in Invoice Ninja

    Triggers the automation when a task is created

    Instant
  • Invoice Ninja
    Task is updated in Invoice Ninja

    Triggers the automation when a task is updated

    Instant
  • Invoice Ninja
    Task is deleted in Invoice Ninja

    Triggers the automation when a task is deleted

    Instant
  • Invoice Ninja
    Project is created in Invoice Ninja

    Triggers the automation when a project is created

    Instant
  • Invoice Ninja
    Project is updated in Invoice Ninja

    Triggers the automation when a project is updated

    Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja

    Triggers the automation when a project is deleted

    Instant
  • Invoice Ninja
    Product is created in Invoice Ninja

    Triggers the automation when a product is created

    Instant
  • Invoice Ninja
    Product is updated in Invoice Ninja

    Triggers the automation when a product is updated

    Instant
  • Invoice Ninja
    Product is deleted in Invoice Ninja

    Triggers the automation when a product is deleted

    Instant
  • Invoice Ninja
    Purchase order is created in Invoice Ninja

    Triggers the automation when a purchase order is created

    Instant
  • Invoice Ninja
    Purchase order is updated in Invoice Ninja

    Triggers the automation when a purchase order is updated

    Instant
  • Invoice Ninja
    Purchase order is deleted in Invoice Ninja

    Triggers the automation when a purchase order is deleted

    Instant
  • Invoice Ninja
    Client is created in Invoice Ninja

    Triggers the automation when a new client is created

    Instant
  • Invoice Ninja
    Invoice is created in Invoice Ninja

    Triggers the automation when any invoice is added or modified

    Instant
  • Invoice Ninja
    Payment is created in Invoice Ninja

    Triggers the automation when a new payment is created

    Instant
  • Invoice Ninja
    Quote is created in Invoice Ninja

    Triggers the automation when a new quote is created

    Instant
  • CallRail
    Phone call is completed in CallRail

    Triggers the automation when a phone call is completed

    Instant
  • CallRail
    Phone call is updated in CallRail

    Triggers the automation when a phone call is updated

    Instant
  • CallRail
    Phone call is started in CallRail

    Triggers the automation when a phone call is started

    Instant
  • CallRail
    Outbound call is completed in CallRail

    Triggers the automation when an outbound call is completed

    Instant
  • CallRail
    Form is captured in CallRail

    Triggers the automation when a form is submitted

    Instant
  • CallRail
    User is created in CallRail

    Triggers the automation when a new user is created

  • CallRail
    SMS is sent in CallRail

    Triggers the automation when a text message is sent

    Instant
  • CallRail
    SMS is received in CallRail

    Triggers the automation when a new text message is received

    Instant
  • CallRail
    Company is created in CallRail

    Triggers the automation when a new company is created

  • CallRail
    Session tracker is created in CallRail

    Triggers the automation when a session tracker is created

  • CallRail
    Source tracker is created in CallRail

    Triggers the automation when a source tracker is created

2.
  • Invoice Ninja
    Create client in Invoice Ninja

    Generates a new client profile

  • Invoice Ninja
    Search client in Invoice Ninja

    Searches for a client

  • Invoice Ninja
    Update client in Invoice Ninja

    Updates client information

  • Invoice Ninja
    Create invoice in Invoice Ninja

    Generates invoices for sales transactions

  • Invoice Ninja
    Search invoice in Invoice Ninja

    Locates and retrieves invoices with

  • Invoice Ninja
    Update invoice in Invoice Ninja

    Updates invoice details based on new information

  • Invoice Ninja
    Create task in Invoice Ninja

    Creates a new task

  • Invoice Ninja
    Create quote in Invoice Ninja

    Generates a new quote with pre-filled information

  • Invoice Ninja
    Search quote in Invoice Ninja

    Searches for a quote

  • Invoice Ninja
    Update quote in Invoice Ninja

    Updates the existing quote with new information

  • Invoice Ninja
    Create payment in Invoice Ninja

    Generates and process a payment transaction

3x-10x Less Expensive Than Popular Alternatives
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750 Tasks
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Integrate Invoice Ninja & CallRail In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Invoice Ninja or CallRail With 1200+ Other Apps

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With Invoice Ninja, you can create and send invoices to your customers in a few simple steps. You can choose from hundreds of invoice templates or build your own from scratch. And it's all free!

See Invoice Ninja Integrations
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CallRail provides real-time insights into the quality of your phone calls. With CallRail, you can now measure your advertising ROI (Return on Investment) and know exactly which ads are driving inbound calls.

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