Invoice Ninja + Circle Integration

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

Invoice Ninja automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Make use of Circle automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Invoice Ninja & Circle using Integrately.
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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.
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Circle + Invoice Ninja Integration

Create Invoice Ninja client for new Circle 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 Circle - Invoice Ninja integration, anytime a new Circle 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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Circle + Invoice Ninja Integration

Create Invoice Ninja task for new Circle contact

In Circle, 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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Invoice Ninja + Circle Integration
1.
  • Invoice Ninja
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is sent in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is created in Invoice Ninja Instant
  • Invoice Ninja
    Task 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
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is updated in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is created in Invoice Ninja Instant
  • Invoice Ninja
    Product is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Product is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is created in Invoice Ninja Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Project is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated 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
  • Circle
    Member is added in Circle

    Triggers the automation whenever a new member is added

  • Circle
    Member is tagged in Circle

    Triggers the automation whenever tag is assigned to a member

  • Circle
    Comment is added in Circle

    Triggers the automation whenever a comment is added

  • Circle
    Post is created in Circle

    Triggers the automation whenever a new post is created

  • Circle
    Member charge is paid in Circle

    Triggers the automation whenever a member pays the subscription charges

  • Circle
    Space is created in Circle

    Triggers the automation whenever a new space is created

  • Circle
    Community is created in Circle

    Triggers the automation whenever a coummunity is created

  • Circle
    Member charge is refunded in Circle

    Triggers the automation whenever the subscription amount is refunded to a member

  • Circle
    Subscription is active in Circle

    Triggers the automation whenever a subscription is active

  • Circle
    Subscription is canceled in Circle

    Triggers the automation whenever a subscription is canceled

  • Circle
    Subscription is past due in Circle

    Triggers the automation whenever any subscription remains unpiad past the due date

  • Circle
    Trial subscription is created in Circle

    Triggers the automation whenever a trial subscription is created

2.
  • Invoice Ninja
    Create client in Invoice Ninja

    Automatically generates a new client profile

  • Invoice Ninja
    Search client in Invoice Ninja

    Automatically searches for a client

  • Invoice Ninja
    Update client in Invoice Ninja

    Automatically updates client information

  • Invoice Ninja
    Create invoice in Invoice Ninja

    Automatically generates invoices for sales transactions

  • Invoice Ninja
    Search invoice in Invoice Ninja

    Automatically locate and retrieve invoices with

  • Invoice Ninja
    Update invoice in Invoice Ninja

    Automatically updates invoice details based on new information

  • Invoice Ninja
    Create task in Invoice Ninja

    Automatically creates a new task

  • Invoice Ninja
    Create quote in Invoice Ninja

    Automatically generates a new quote with pre-filled information

  • Invoice Ninja
    Search quote in Invoice Ninja

    Automatically searches for a quote

  • Invoice Ninja
    Update quote in Invoice Ninja

    Automatically updates the existing quote with new information

  • Invoice Ninja
    Create payment in Invoice Ninja

    Automatically generates and process a payment transaction

  • Circle
    Invite a member in Circle

    Automatically invites a user

  • Circle
    Add member to space group in Circle

    Automatically adds a member to a space group

  • Circle
    Add member to space in Circle

    Automatically invites a new member to join your workspace or group

  • Circle
    Remove member from space in Circle

    Automatically removes a member from a designated workspace or community

  • Circle
    Remove member from your community in Circle

    Automatically removes selected member from your community

  • Circle
    Remover member from space group in Circle

    Automatically removes a member from a space group

  • Circle
    Get member by id in Circle

    Automatically retrieves a member's data based on their ID

  • Circle
    Create a post in Circle

    Automatically creates a new post

  • Circle
    Tag a community member in Circle

    Automatically tags a community member

  • Circle
    Create event in Circle

    Automatically adds a new contact to the contact list

  • Circle
    Send direct message in Circle

    Automatically sends a private message to a recipient

  • Circle
    Search Member in Circle

    Automatically searches for a member with

  • Circle
    Untag community member in Circle

    Automatically removes tag from the community member

  • Circle
    Update member in Circle

    Automatically updates a member's information

  • Circle
    RSVP member to event in Circle

    Automatically RSVPs a member to an event

  • Circle
    Start group chat in Circle

    Automatically starts a group chat with selected participants

  • Circle
    Update event in Circle

    Automatically updates event details with the latest information

  • Circle
    Remove member from event in Circle

    Automatically removes a member from a particular event

  • Circle
    Search member has a specific member tag assigned in Circle

    Automatically searches for members with a tag assigned

  • Circle
    Search member of space group in Circle

    Automatically searches for a member of a space group

  • Circle
    Create comment in Circle

    Automatically generates a new comment

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You Can Also Connect Invoice Ninja or Circle 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!

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Circle is a social network that allows you to bring together all of your discussions, memberships, and content. Your community remains unique and thrives under your own brand as it grows on Circle.so

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