Create Cliengo user for new Invoice Ninja client
Invoice Ninja + Cliengo Integration
Invoice Ninja + Cliengo Integration
Integrate Cliengo to Invoice Ninja in one click, or tell Integrately AI how you want each customer handled. Create clients, generate invoices, update records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Credit is sent in Invoice Ninja Instant- Invoice is updated in Invoice Ninja Instant
- Invoice is sent in Invoice Ninja Instant
- Invoice is deleted in Invoice Ninja Instant
- Quote is sent in Invoice Ninja Instant
- Quote is updated in Invoice Ninja Instant
- Quote is approved in Invoice Ninja Instant
- Quote is deleted in Invoice Ninja Instant
- Credit is created in Invoice Ninja Instant
- Client is deleted in Invoice Ninja Instant
- Vendor is created in Invoice Ninja Instant
- Vendor is updated in Invoice Ninja Instant
- Expense is created in Invoice Ninja Instant
- Expense is updated in Invoice Ninja Instant
- Task is created in Invoice Ninja Instant
- Task is updated in Invoice Ninja Instant
- Task is deleted in Invoice Ninja Instant
- Client is updated in Invoice Ninja Instant
- Project is created in Invoice Ninja Instant
- Project is updated in Invoice Ninja Instant
- Project is deleted in Invoice Ninja Instant
- Product is created in Invoice Ninja Instant
- Product is updated in Invoice Ninja Instant
- Product is deleted in Invoice Ninja Instant
- Purchase order is created in Invoice Ninja Instant
- Purchase order is updated in Invoice Ninja Instant
- Purchase order is deleted in Invoice Ninja Instant
- Client is created in Invoice Ninja Instant
- Invoice is created in Invoice Ninja Instant
- Payment is created in Invoice Ninja Instant
- Quote is created in Invoice Ninja Instant
Customer is created in Cliengo Instant
2.
- Create client in Invoice Ninja
- Search client in Invoice Ninja
- Update client in Invoice Ninja
- Create invoice in Invoice Ninja
- Search invoice in Invoice Ninja
- Update invoice in Invoice Ninja
- Create task in Invoice Ninja
- Create quote in Invoice Ninja
- Search quote in Invoice Ninja
- Update quote in Invoice Ninja
- Create payment in Invoice Ninja
- Create customer in Cliengo
- Update customer in Cliengo
- Search customer in Cliengo
Trusted by experts at...
Ready Workflows for Cliengo + Invoice Ninja Integration
Capture leads, create clients, generate invoices, update records, and notify your team, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Cliengo + Invoice Ninja flow
Connect your CRM, email tools, spreadsheets, and messaging apps to keep every transaction moving forward. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Google Sheets (4)
Google Sheets (4) +
HubSpot (4)
HubSpot (4) +
Slack (4)
Slack (4) +
Calendly (4)
Calendly (4) C
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Create a Stripe customer for every new Cliengo customer, and create a client in Invoice Ninja
New Cliengo customers instantly get a Stripe customer profile and an Invoice Ninja client record without manual data entry.
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When an invoice is created in Invoice Ninja, create a Stripe customer and update the customer in Cliengo
Invoice Ninja invoices trigger Stripe customer creation and update your records in Cliengo automatically.
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Create a Stripe payment when a payment is created in Invoice Ninja, and search the customer in Cliengo
Invoice Ninja payments log a transaction in Stripe and verify the customer record in Cliengo.
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If a Stripe payment succeeds, create an invoice in Invoice Ninja and update the customer in Cliengo
Successful Stripe payments automatically generate an Invoice Ninja invoice and update the customer in Cliengo.
Supported triggers and actions for Invoice Ninja and Cliengo
Mix and match to build the exact automation you need
Invoice Ninja Triggers & Actions
Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it → Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
Try it → Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
Try it → Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it → Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
Try it → Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
Try it → Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
Try it → Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
Try it → Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
Try it → Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
Try it → Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it → Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it → Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
Try it → Instant
Client is created in Invoice Ninja
Triggers the automation when a new client is created
Try it → Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
Try it → Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
Try it → Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
Try it → Cliengo Triggers & Actions
Instant
Customer is created in Cliengo
Triggers the automation when a new customer is created
Try it → What can you automate with Cliengo + Invoice Ninja?
Connect your lead capture and invoicing workflows to eliminate manual data entry and accelerate your billing cycle.
🧾
Create Invoice Ninja clients from Cliengo customers
Automatically establish a new client profile in Invoice Ninja the moment a visitor converts through your Cliengo chatbot. Manual transcription between systems is completely eliminated.
📝
Capture every submitted field accurately
Transfer complete contact details, names, and custom chat responses from your Cliengo leads directly into Invoice Ninja client fields without losing critical information.
🔔
Notify your team as soon as leads convert
Trigger instant Slack alerts or email notifications the second a new customer is created in Cliengo and registered in Invoice Ninja, keeping your team responsive.
🔀
Route records based on submitted criteria
Apply conditional rules to direct specific customer types to different invoice templates or billing workflows based on information provided during their chat session.
🔄
Keep customer records updated across apps
Synchronise modifications made in Cliengo directly with your Invoice Ninja client profiles, ensuring your contact details remain consistent everywhere.
🔍
Search existing records before creating entries
Verify whether a customer already exists in Invoice Ninja before creating a new profile, preventing duplicate accounts and messy billing ledgers.
💳
Handle payment and invoice status changes
Trigger automated updates in Cliengo whenever invoices are sent, quotes are approved, or payments are successfully recorded in Invoice Ninja.
🌐
Extend your workflow to external apps
Connect your core Cliengo and Invoice Ninja automation with tools like Google Sheets, Gmail, or Slack to build a complete multi-step operational pipeline.
And much more...
Who is Cliengo + Invoice Ninja integration for?
Teams managing inbound chat leads and financial billing find that connecting these platforms eliminates manual data entry and keeps records accurate.
Performance marketers
Sales representatives
Account managers
Customer support teams
Billing specialists
Operations leads
📈
Performance marketers
You're running chat campaigns to generate website leads but your billing reports only update when someone manually exports customer data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new customer record lands in your billing system instantly and your numbers stay current.
⚡
Sales representatives
You need to issue invoices and quotes the moment a chat prospect expresses buying intent, but you find out about new conversions too late because details remain trapped in your chatbot — automating both apps means every new customer triggers an immediate client profile and your sales cycle moves without delay.
🤝
Account managers
You answer to clients who want to see their onboarding and billing statuses updated in real time, but manual handovers between your chat tool and invoice platform cause frustrating delays — connecting these apps means every interaction flows seamlessly into your records and your clients always see up-to-date information.
📊
Customer support teams
The incoming conversation volume on your website is too high for anyone to keep up by hand, leading to missed client profiles and unrecorded billing entries — automating both apps means every inquiry is captured and processed instantly so your team never falls behind on client creation.
🔄
Billing specialists
You own the invoicing step and depend on upstream chat conversions to hand over correct details, but manual transcription errors frequently cause billing discrepancies — this integration means customer data flows accurately from the chatbot straight into your invoicing platform without manual re-typing.
🗂️
Operations leads
You need a reliable transaction history across your customer touchpoints, but you keep finding gaps where chat leads failed to make it into your accounting software — this integration means every single customer record is captured and logged with complete accuracy.
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 + Cliengo
Build and manage your Invoice Ninja + Cliengo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Invoice Ninja + Cliengo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Invoice Ninja + Cliengo Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Cliengo to Invoice Ninja?
You can connect Cliengo to Invoice Ninja in 1 click using ready workflows on Integrately, or use Integrately AI to set up your custom automation. Simply link your accounts, choose your trigger and action events, and activate the flow alongside tools like Google Sheets, Gmail, and Slack.
Can I automatically create Invoice Ninja clients from new Cliengo customers?
Can I connect Cliengo, Invoice Ninja, and Google Sheets?
What is a good Zapier alternative for Cliengo and Invoice Ninja?
How does Cliengo handle customer creation data in this integration?
Can I trigger actions in Cliengo when an Invoice Ninja invoice is created?
Do I need coding skills to automate Cliengo and Invoice Ninja?
Is the Cliengo and Invoice Ninja integration free?
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