Invoice Ninja + ClickSign Integration

Integrate ClickSign to Invoice Ninja in one click, or tell Integrately AI how you want each document handled. Draft invoices, update client records, track payments, and send follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
    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
    Task is created in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated 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 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
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved 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
  • ClickSign
    Signers is removed from document. in ClickSign Instant
  • ClickSign
    Document is uploaded in ClickSign Instant
  • ClickSign
    Signers is added to document. in ClickSign Instant
  • ClickSign
    Signatory is sign a document in ClickSign Instant
  • ClickSign
    Signed document is ready for download. in ClickSign Instant
  • ClickSign
    Language of document is changed in ClickSign Instant
  • ClickSign
    Signing of a document is started. in ClickSign 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
  • ClickSign
    Create document in ClickSign
  • ClickSign
    Add signer to document in ClickSign
  • ClickSign
    Create document from template in ClickSign
  • ClickSign
    Create signer in ClickSign
  • ClickSign
    Get signer by signer key in ClickSign
  • ClickSign
    Remove signer to document in ClickSign
  • ClickSign
    Request subscription by email in ClickSign
  • ClickSign
    Request signature via WhatsApp in ClickSign
  • ClickSign
    Request subscription by SMS in ClickSign
  • ClickSign
    Get document by document key in ClickSign
  • ClickSign
    Duplicate document in ClickSign
  • ClickSign
    Cancel document in ClickSign

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 WorkflowsReady Workflows ย  for Invoice Ninja + ClickSign Integration

Generate invoices, record client details, keep records updated, and alert your team, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ClickSign + Invoice Ninja flow

Sync your signed documents and invoices with billing, CRM, messaging, and storage tools to keep your entire business connected. Pick a combination and activate it in one click.

Invoice Ninja
ClickSign
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
C
I
S
Create an invoice in Invoice Ninja when a document is uploaded in ClickSign, and record a payment in Stripe
New ClickSign uploads instantly generate an Invoice Ninja invoice and log the transaction in Stripe without manual data entry.
C
I
S
When a signed document is ready for download in ClickSign, update the invoice in Invoice Ninja and create a customer in Stripe
Signed ClickSign documents update your Invoice Ninja invoices and set up customer profiles in Stripe automatically.
C
I
S
Create an Invoice Ninja invoice when a ClickSign signatory signs a document, and process a payment intent in Stripe
Signatory actions in ClickSign trigger Invoice Ninja invoicing and Stripe payment processing instantly.

Supported triggers and actions for Invoice Ninja and ClickSign

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Task is updated in Invoice Ninja
Triggers the automation when a task 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
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
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
Try it โ†’
Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it โ†’
Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it โ†’
Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
Try it โ†’
Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
Try it โ†’
Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
Try it โ†’
Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it โ†’
Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
Try it โ†’
Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
Try it โ†’
Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
Try it โ†’
Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
Try it โ†’
Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
Try it โ†’
Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
Try it โ†’
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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†’
ClickSign
ClickSign Triggers & Actions
Instant
Signers is removed from document. in ClickSign
Triggers the automation when a signer is removed from a document
Try it โ†’
Instant
Document is uploaded in ClickSign
Triggers the automation when a document is uploaded
Try it โ†’
Instant
Signers is added to document. in ClickSign
Triggers the automation when a signer is added to a document
Try it โ†’
Instant
Signatory is sign a document in ClickSign
Triggers the automation when a signatory is signing a document
Try it โ†’
Instant
Signed document is ready for download. in ClickSign
Triggers the automation when a signed document is available for download
Try it โ†’
Instant
Language of document is changed in ClickSign
Triggers the automation when the language of a document is modified
Try it โ†’
Instant
Signing of a document is started. in ClickSign
Triggers the automation when a document signing process begins
Try it โ†’
Create document in ClickSign
Creates a new document based on a template
Try it โ†’
Add signer to document in ClickSign
Try it โ†’
Create document from template in ClickSign
Creates a new document based on a template
Try it โ†’
Create signer in ClickSign
Creates a new signer
Try it โ†’
Get signer by signer key in ClickSign
Retrieves a signer using their unique signer key
Try it โ†’
Remove signer to document in ClickSign
Try it โ†’
Request subscription by email in ClickSign
Sends a subscription request via email
Try it โ†’
Request signature via WhatsApp in ClickSign
Sends a signature request via WhatsApp
Try it โ†’
Request subscription by SMS in ClickSign
Sends a subscription request via SMS
Try it โ†’
Get document by document key in ClickSign
Retrieves a document using its unique document key
Try it โ†’
Duplicate document in ClickSign
Creates a duplicate copy of a document
Try it โ†’
Cancel document in ClickSign
Cancels a document
Try it โ†’

What can you automate with ClickSign + Invoice Ninja?

Streamline your document workflows and billing operations with powerful, reliable automation triggers and actions.

What you can automate?
๐Ÿงพ
Generate invoices from document uploads
Automatically create an Invoice Ninja invoice the moment a document is uploaded in ClickSign. Eliminate manual data entry and speed up your billing process.
๐Ÿ“Š
Capture every document field
Map all available ClickSign document attributes directly into your Invoice Ninja records instead of just basic names. Your billing data remains complete and structured.
๐Ÿ””
Alert your team instantly on updates
Notify your finance or sales team the second a document is signed or an invoice is created. Keep everyone informed without manual check-ins.
๐Ÿ”€
Route workflows based on document data
Execute different invoicing steps depending on specific fields submitted in your ClickSign documents. Customize your billing logic automatically.
๐Ÿ”„
Keep financial records synchronized
Update existing Invoice Ninja invoices automatically as document statuses change in ClickSign. Prevent discrepancies between your agreement records and billing.
โž•
Add or update records intelligently
Check for existing client profiles before creating new invoices to prevent duplicate entries. Maintain clean customer databases effortlessly.
โฑ๏ธ
Handle later status changes and completions
Trigger automated follow-up actions when signed documents are ready for download or when signatories complete their signing tasks.
๐ŸŒ
Extend your workflow to Slack or Stripe
Connect your ClickSign and Invoice Ninja core flow with Slack notifications or Stripe payments for an end-to-end operational pipeline.
And much more...

Who is ClickSign + Invoice Ninja integration for?

Connect ClickSign and Invoice Ninja to automate document invoicing, eliminate manual data entry, and keep your financial records accurate across departments.

Finance Managers
Finance Managers
Billing Specialists
Billing Specialists
Account Executives
Account Executives
Operations Directors
Operations Directors
Sales Operations Leads
Sales Operations Leads
Compliance Officers
Compliance Officers
๐Ÿ“ˆ
Finance Managers
You're managing billing schedules across signed contracts but your invoicing records only update when someone manually checks uploads, so your financial reporting is always a few steps behind โ€” automating both apps means every new document instantly generates an invoice and your data stays current.
โšก
Billing Specialists
You need to issue invoices immediately after document execution, but finding completed files and typing details into accounting tools takes hours every week โ€” this integration means invoices are created the moment documents are uploaded and your billing cycle runs without delays.
๐Ÿค
Account Executives
You answer to clients waiting on prompt invoicing after signing agreements, but manual handoffs between signing and billing cause frustrating bottlenecks โ€” automating both apps means billing details flow instantly from documents to invoices and client communication stays seamless.
๐Ÿ“‹
Operations Directors
The volume of agreements is too high for your team to keep up with manual data entry between platforms, leading to mismatched records and delayed payments โ€” connecting these apps means every document event instantly triggers the correct invoice without human error.
๐Ÿ’ผ
Sales Operations Leads
You depend on agreements being finalized before revenue can be recognized, but tracking signed paperwork against open invoices requires constant cross-referencing โ€” this integration means contract execution and invoicing happen in one coordinated pipeline.
๐Ÿ”
Compliance Officers
You need a reliable history of document execution tied directly to financial records, but manual record-keeping leaves auditing gaps โ€” automating both apps means every signature event and invoice is logged accurately with zero missing data.
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 + ClickSign

Build and manage your Invoice Ninja + ClickSign 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 + ClickSign 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 ClickSign to Invoice Ninja?
Frequently Asked Questions
You can connect ClickSign to Invoice Ninja in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build the automation and map the fields for you.
Can I generate Invoice Ninja invoices automatically when documents are uploaded in ClickSign?
Frequently Asked Questions
Can I connect ClickSign, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickSign and Invoice Ninja?
Frequently Asked Questions
How does ClickSign handle document upload triggers in this integration?
Frequently Asked Questions
Can Invoice Ninja update client records when ClickSign documents are signed?
Frequently Asked Questions
Do I need coding skills to automate ClickSign and Invoice Ninja?
Frequently Asked Questions
Is the ClickSign 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 ClickSign or Invoice Ninja With 1500+ Other Apps

ClickSign
Popular ClickSign Integrations
Connect ClickSign with CRM, email, and storage tools to manage document workflows and client agreements.
See All
ClickSign Integrations arrow right
No popular apps found
Invoice Ninja
Popular Invoice Ninja Integrations
Sync Invoice Ninja with payment gateways, reporting tools, and spreadsheets to keep financial data flowing across your stack.