Invoice Ninja + Circle Integration

Integrate Circle to Invoice Ninja in one click, or tell Integrately AI how you want each subscription handled. Set up clients, generate invoices, update billing records, and track payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Task is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is created in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Project is created in Invoice Ninja Instant
  • Invoice Ninja
    Project is updated in Invoice Ninja Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Product is created in Invoice Ninja Instant
  • Invoice Ninja
    Product is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is created in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is updated in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Client is created in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is created in Invoice Ninja Instant
  • Invoice Ninja
    Payment is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is created in Invoice Ninja Instant
Arrow Right
2.
  • Invoice Ninja
    Create client in Invoice Ninja
  • Invoice Ninja
    Search client in Invoice Ninja
  • Invoice Ninja
    Update client in Invoice Ninja
  • Invoice Ninja
    Create invoice in Invoice Ninja
  • Invoice Ninja
    Search invoice in Invoice Ninja
  • Invoice Ninja
    Update invoice in Invoice Ninja
  • Invoice Ninja
    Create task in Invoice Ninja
  • Invoice Ninja
    Create quote in Invoice Ninja
  • Invoice Ninja
    Search quote in Invoice Ninja
  • Invoice Ninja
    Update quote in Invoice Ninja
  • Invoice Ninja
    Create payment in Invoice Ninja
  • Circle
    Invite a member in Circle
  • Circle
    Add member to space group in Circle
  • Circle
    Add member to space in Circle
  • Circle
    Remove member from space in Circle
  • Circle
    Remove member from your community in Circle
  • Circle
    Remover member from space group in Circle
  • Circle
    Get member by id in Circle
  • Circle
    Create a post in Circle
  • Circle
    Tag a community member in Circle
  • Circle
    Create event in Circle
  • Circle
    Send direct message in Circle
  • Circle
    Search Member in Circle
  • Circle
    Untag community member in Circle
  • Circle
    Update member in Circle
  • Circle
    RSVP member to event in Circle
  • Circle
    Start group chat in Circle
  • Circle
    Update event in Circle
  • Circle
    Remove member from event in Circle
  • Circle
    Search member has a specific member tag assigned in Circle
  • Circle
    Search member of space group in Circle
  • Circle
    Create comment in Circle

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Circle + Invoice Ninja Integration

Generate invoices, add new clients, update billing records, and trigger payments, all in just one click.

Most popular automationsmost-popular-automations
Invoice Ninja + Circle Integration

Create Circle contact for new Invoice Ninja client

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 Invoice Ninja - Circle integration, anytime a new Invoice Ninja client is created, an Circle contact 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.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Circle + Invoice Ninja flow

Connect supporting tools to handle client communications, financial tracking, and team alerts once your invoices are generated. Pick a combination and activate it in one click.

Invoice Ninja
Circle
+
StripeStripe (5)
+
Google CalendarGoogle Calendar (4)
+
ZoomZoom (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
C
I
S
Create an Invoice Ninja client when a subscription is active in Circle and process the payment in Stripe
New Circle subscriptions immediately create a client in Invoice Ninja and initiate payment processing in Stripe without manual data entry.
C
I
S
Log a paid member charge in Circle as an invoice in Invoice Ninja and update Stripe records
Every paid member charge in Circle generates a matching invoice in Invoice Ninja and updates your Stripe transaction log instantly.
C
I
S
When a Circle subscription is canceled, update the client in Invoice Ninja and record the status in Stripe
Canceled Circle subscriptions update your Invoice Ninja client status and reflect the change in Stripe automatically.
C
I
S
If a Circle member charge is refunded, create a credit in Invoice Ninja and log the refund in Stripe
Refunded Circle charges instantly generate a credit note in Invoice Ninja and update your Stripe records.
C
I
S
When a trial subscription is created in Circle, set up an invoice in Invoice Ninja and create a customer in Stripe
New trial signups in Circle establish a client profile in Invoice Ninja and a trial customer record in Stripe.

Supported triggers and actions for Invoice Ninja and Circle

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it โ†’
Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
Try it โ†’
Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
Try it โ†’
Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it โ†’
Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
Try it โ†’
Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
Try it โ†’
Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
Try it โ†’
Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
Try it โ†’
Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
Try it โ†’
Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
Try it โ†’
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
Try it โ†’
Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it โ†’
Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
Try it โ†’
Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
Try it โ†’
Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
Try it โ†’
Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it โ†’
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
Try it โ†’
Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
Try it โ†’
Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
Try it โ†’
Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
Try it โ†’
Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
Try it โ†’
Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
Try it โ†’
Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
Try it โ†’
Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
Try it โ†’
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it โ†’
Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it โ†’
Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
Try it โ†’
Instant
Client is created in Invoice Ninja
Triggers the automation when a new client is created
Try it โ†’
Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
Try it โ†’
Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
Try it โ†’
Create client in Invoice Ninja
Generates a new client profile
Try it โ†’
Search client in Invoice Ninja
Searches for a client
Try it โ†’
Update client in Invoice Ninja
Updates client information
Try it โ†’
Create invoice in Invoice Ninja
Generates invoices for sales transactions
Try it โ†’
Search invoice in Invoice Ninja
Locates and retrieves invoices with
Try it โ†’
Update invoice in Invoice Ninja
Updates invoice details based on new information
Try it โ†’
Create task in Invoice Ninja
Creates a new task
Try it โ†’
Create quote in Invoice Ninja
Generates a new quote with pre-filled information
Try it โ†’
Search quote in Invoice Ninja
Searches for a quote
Try it โ†’
Update quote in Invoice Ninja
Updates the existing quote with new information
Try it โ†’
Create payment in Invoice Ninja
Generates and process a payment transaction
Try it โ†’
Circle
Circle Triggers & Actions
No trigger is available
Invite a member in Circle
Invites a user
Try it โ†’
Add member to space group in Circle
Adds a member to a space group
Try it โ†’
Add member to space in Circle
Invites a new member to join your workspace or group
Try it โ†’
Remove member from space in Circle
Removes a member from a designated workspace or community
Try it โ†’
Remove member from your community in Circle
Removes selected member from your community
Try it โ†’
Remover member from space group in Circle
Removes a member from a space group
Try it โ†’
Get member by id in Circle
Retrieves a member's data based on their id
Try it โ†’
Create a post in Circle
Creates a new post
Try it โ†’
Tag a community member in Circle
Tags a community member
Try it โ†’
Create event in Circle
Adds a new contact to the contact list
Try it โ†’
Send direct message in Circle
Sends a private message to a recipient
Try it โ†’
Search Member in Circle
Searches for a member with
Try it โ†’
Untag community member in Circle
Removes tag from the community member
Try it โ†’
Update member in Circle
Updates a member's information
Try it โ†’
RSVP member to event in Circle
Rsvps a member to an event
Try it โ†’
Start group chat in Circle
Starts a group chat with selected participants
Try it โ†’
Update event in Circle
Updates event details with the latest information
Try it โ†’
Remove member from event in Circle
Removes a member from a particular event
Try it โ†’
Search member has a specific member tag assigned in Circle
Searches for members with a tag assigned
Try it โ†’
Search member of space group in Circle
Searches for a member of a space group
Try it โ†’
Create comment in Circle
Generates a new comment
Try it โ†’

What can you automate with Circle + Invoice Ninja?

Streamline your entire community billing lifecycle from member registration to invoice creation and payment tracking.

What you can automate?
๐Ÿงพ
Create invoices automatically from new subscriptions
Generate an Invoice Ninja invoice the moment a member subscription becomes active in Circle. Eliminate manual data entry and ensure billing happens on time.
๐Ÿ“‹
Capture every submitted member detail
Map all available member profile fields from Circle into Invoice Ninja client records instead of just a name and email. Your invoicing database becomes significantly more detailed.
๐Ÿ””
Alert your team instantly on payment events
Notify your finance or sales channel the moment a member charge is paid or a subscription is canceled. Keep everyone aligned without switching tabs.
๐Ÿ”€
Route actions based on subscription status
Trigger different invoicing steps depending on whether a member joins via a trial subscription or a paid tier. Handle each customer journey with precision.
๐Ÿ”„
Keep client records updated as memberships change
Automatically update Invoice Ninja client profiles whenever subscription statuses or member details change in Circle. Your billing data never goes stale.
๐Ÿ”
Search and update existing client records
Prevent duplicate entries by checking if a client already exists in Invoice Ninja before creating a new invoice or updating subscription details.
๐Ÿ’ณ
Manage refunds and cancellations seamlessly
Automatically issue credits in Invoice Ninja when a member charge is refunded or update client statuses when subscriptions are canceled.
๐Ÿ“ˆ
Extend your workflow to external team apps
Connect your Circle and Invoice Ninja flow with Slack, Google Sheets, or Stripe to notify stakeholders and log financial data automatically.
And much more...

Who is Circle + Invoice Ninja integration for?

Community managers, finance teams, and business owners streamline member billing and client record management effortlessly.

Finance Directors
Finance Directors
Community Managers
Community Managers
Client Success Leads
Client Success Leads
Operations Teams
Operations Teams
Sales Representatives
Sales Representatives
Billing Specialists
Billing Specialists
๐Ÿ“ˆ
Finance Directors
You report on community revenue and billing metrics, but your accounting sheets only update when someone manually exports payment data, so your monthly reports are always lagging behind โ€” this integration means every paid charge creates an invoice instantly and your financial data stays current.
โšก
Community Managers
You need to onboard new members quickly when they join, but you find out about paid subscriptions too late because manual notification steps get overlooked โ€” automating both apps means every active subscription sets up client records immediately and member onboarding starts without delay.
๐Ÿค
Client Success Leads
You answer to stakeholders who want to see membership growth and billing status, but compiling manual status reports takes hours every week โ€” integrating these apps means every subscription event updates your tracking records automatically and stakeholder visibility is guaranteed.
๐Ÿ“Š
Operations Teams
The volume of new community signups is too high for anyone to keep up by hand, leading to delayed invoices and unassigned client accounts โ€” automating both apps means every new member instantly generates an invoice and operational bottlenecks disappear completely.
๐Ÿ’ผ
Sales Representatives
You own the follow-up step and depend on someone upstream to hand over payment details before you can reach out, causing frustrating communication gaps โ€” with this integration, every paid charge triggers immediate client creation so you can engage buyers right away.
๐Ÿ—‚๏ธ
Billing Specialists
You need a reliable audit history of every transaction, but you keep finding gaps caused by manual data entry errors between your community platform and invoicing tool โ€” connecting these apps means every transaction is logged accurately and your records remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Invoice Ninja + Circle

Build and manage your Invoice Ninja + Circle automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Invoice Ninja + Circle with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
๐Ÿ˜
750 Tasks
in $19.99
Integrately
๐Ÿ˜
2,000 Tasks
in $19.99

Trusted byย 42,000+ย Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

โ–ฒ 2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Circle to Invoice Ninja?
Frequently Asked Questions
You can connect Circle to Invoice Ninja in just 1 click using ready templates on Integrately, or use Integrately AI to set up your workflow.
Can I automatically create Invoice Ninja invoices when a new subscription starts in Circle?
Frequently Asked Questions
Can I connect Circle, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Circle and Invoice Ninja?
Frequently Asked Questions
How are new member details handled between Circle and Invoice Ninja?
Frequently Asked Questions
Can I track paid member charges in Invoice Ninja automatically?
Frequently Asked Questions
Do I need coding skills to automate Circle and Invoice Ninja?
Frequently Asked Questions
Is the Circle and Invoice Ninja integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Circle or Invoice Ninja With 1500+ Other Apps

Circle
Popular Circle Integrations
Connect Circle to CRMs, email marketing tools, and community platforms to manage member engagement and data.
See All
Circle Integrations arrow right
No popular apps found
Invoice Ninja
Popular Invoice Ninja Integrations
Sync Invoice Ninja with payment processors, reporting tools, and accounting software to streamline billing operations.