Invoice Ninja + Cloze Integration

Integrate Cloze to Invoice Ninja in one click, or tell Integrately AI how you want each contact handled. Update client profiles, generate new invoices, record payments, and track project milestones automatically.

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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
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze 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
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze

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Ready Workflows Ready Workflows for Cloze + Invoice Ninja Integration

Sync contact updates, generate invoices, record payments, and manage projects, all in just one click.

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

Create Cloze company from new Invoice Ninja invoice

If you're a small business owner who uses Invoice Ninja to manage your finances, you may be wondering if there's a way to automatically create a company profile in Cloze whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Cloze and Invoice Ninja!
Invoice Ninja + Cloze Integration

Create Cloze person 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 - Cloze integration, anytime a new Invoice Ninja client is created, an Cloze person 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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  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Cloze + Invoice Ninja flow

Connect payment gateways, team chat, email tools, and calendars to keep your entire business stack synchronized. Pick a combination and activate it in one click.

Invoice Ninja
Cloze
+
StripeStripe (8)
+
GmailGmail (8)
+
Google CalendarGoogle Calendar (8)
+
CalendlyCalendly (8)
+
SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
S
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Create an Invoice Ninja invoice when a Stripe payment succeeds, and create a communication in Cloze.
Successful Stripe payments immediately trigger a new invoice in Invoice Ninja and log a communication in Cloze, eliminating manual billing entries.
S
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When a Stripe subscription is created, create a client in Invoice Ninja and update the person in Cloze.
New Stripe subscriptions automatically provision Invoice Ninja clients and update Cloze profiles so your sales records match your recurring revenue.
S
I
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When a Stripe invoice is paid, update the invoice in Invoice Ninja and log a timeline event in Cloze.
Paid Stripe invoices update your Invoice Ninja records and log a timeline event in Cloze to keep your relationship history complete.
S
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When a Stripe charge fails, create a task in Invoice Ninja and create a to-do in Cloze.
Failed Stripe charges instantly generate an Invoice Ninja task and a Cloze to-do item so your team can resolve payment issues immediately.
S
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If a Stripe payment exceeds one thousand dollars, create a high-priority invoice in Invoice Ninja and update the company in Cloze.
High-value Stripe payments trigger priority handling in Invoice Ninja and update company records in Cloze for executive visibility.
S
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When a Stripe customer is updated, update the client in Invoice Ninja and update the company in Cloze.
Customer updates in Stripe propagate to Invoice Ninja client profiles and Cloze company records automatically to maintain accurate data.
S
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Use ChatGPT to analyse failed Stripe charges, create a follow-up task in Invoice Ninja, and create a to-do in Cloze.
ChatGPT reviews failed Stripe charges to build contextual task notes in Invoice Ninja and action items in Cloze for faster resolution.
S
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When a Stripe refund is issued, create a payment in Invoice Ninja, log a timeline event in Cloze, and notify your team in Slack.
Refunds issued in Stripe record payment adjustments in Invoice Ninja, log timeline events in Cloze, and alert your finance team in Slack.

Supported triggers and actions for Invoice Ninja and Cloze

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
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Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
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Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
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Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
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Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
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Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
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Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
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Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
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Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it →
Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
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Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
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Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
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Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
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Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
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Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
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Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
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Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
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Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
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Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it →
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it →
Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
Try it →
Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
Try it →
Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
Try it →
Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
Try it →
Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
Try it →
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
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Instant
Client is created in Invoice Ninja
Triggers the automation when a new client is created
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Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
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Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
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Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
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Create client in Invoice Ninja
Generates a new client profile
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Search client in Invoice Ninja
Searches for a client
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Update client in Invoice Ninja
Updates client information
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Create invoice in Invoice Ninja
Generates invoices for sales transactions
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Search invoice in Invoice Ninja
Locates and retrieves invoices with
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Update invoice in Invoice Ninja
Updates invoice details based on new information
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Create task in Invoice Ninja
Creates a new task
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Create quote in Invoice Ninja
Generates a new quote with pre-filled information
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Search quote in Invoice Ninja
Searches for a quote
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Update quote in Invoice Ninja
Updates the existing quote with new information
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Create payment in Invoice Ninja
Generates and process a payment transaction
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Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
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Instant
Project is updated in Cloze
Triggers the automation when a project is updated
Try it →
Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
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Create person in Cloze
Generates a new person
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Update person in Cloze
Updates the information of a person
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Create note in Cloze
Creates a new note in the particular format
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Create communication in Cloze
Sends out messages or notifications to designated recipients
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Create to do in Cloze
Creates a new to-do item
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Update company in Cloze
Updates company information
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Create company in Cloze
Generates a new company profile with given details
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Create timeline event in Cloze
Creates a new timeline event
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Create project in Cloze
Creates a new project
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Update project in Cloze
Updates project information
Try it →

What can you automate with Cloze + Invoice Ninja?

Streamline your relationship management and invoicing workflow with ready-to-run automation recipes.

What you can automate?
🔄
Sync Cloze person updates to Invoice Ninja clients
Automatically create or update Invoice Ninja client profiles whenever person records are modified in Cloze. Your billing database stays synchronized with your relationship management workspace.
📑
Map every project field into invoice records
Transfer comprehensive project details from Cloze directly into Invoice Ninja invoices and quotes. Eliminate manual transcription errors and speed up billing cycles.
🔔
Alert team members on critical client updates
Notify your finance or sales team instantly when project milestones are reached or client invoices are modified. Keep all departments aligned in real time.
🔀
Route quotes based on submitted service tiers
Generate standard invoices or priority quotes in Invoice Ninja depending on project criteria submitted in Cloze. Handle different service offerings automatically.
📈
Keep billing and CRM records continuously updated
Ensure company updates, project changes, and timeline events propagate instantly across both platforms without manual intervention.
🔍
Search and update existing client records
Look up existing client profiles in Invoice Ninja before creating new entries, preventing duplicate records and keeping your database clean.
💰
Record payments and track project timelines
Log timeline events in Cloze the moment payments or invoices are processed in Invoice Ninja. Maintain a complete history of customer financial interactions.
🌐
Extend workflows to team communication apps
Connect your Cloze and Invoice Ninja core flow to Slack or Gmail to notify stakeholders and coordinate follow-up actions effortlessly.
And much more...

Who is Cloze + Invoice Ninja integration for?

Connecting Cloze and Invoice Ninja helps relationship managers, financial controllers, and project leads eliminate manual data entry across CRM and billing operations.

Financial Controllers
Financial Controllers
Sales Managers
Sales Managers
Account Executives
Account Executives
Operations Directors
Operations Directors
Project Managers
Project Managers
Customer Success Leads
Customer Success Leads
📈
Financial Controllers
You're managing revenue and billing records across separate systems, but your financial reports only update when someone manually exports client data, so the revenue counts you're reviewing are always hours behind — with this integration, every client update and payment record lands in your billing ledger instantly and your financial data stays current.
Sales Managers
You need to track deal progress and issue quotes rapidly, but closing a deal in your relationship app doesn't trigger billing tasks until someone types it in by hand, so your billing team finds out too late to send timely invoices — automating both apps means every closed deal instantly generates client records and quotes so invoicing happens without delay.
🤝
Account Executives
You answer to key corporate clients who expect rapid turnaround on project estimates and invoices, but manual transcription errors between your CRM and billing tools lead to mismatched project scopes, so you spend hours explaining billing discrepancies to frustrated stakeholders — connecting these apps means project details and quotes match perfectly on every invoice.
📊
Operations Directors
The volume of client updates and project milestones is too high for anyone to keep up by hand, and manual copy-pasting between Cloze and Invoice Ninja causes dropped tasks and forgotten follow-ups, so operational bottlenecks slow down your service delivery — this integration means high-volume data flows automatically between relationship management and invoicing.
📋
Project Managers
You own the project execution phase and depend on someone upstream to hand over client details before you can start scheduling work, but manual handoffs get delayed in email threads, so your team sits idle waiting for billing profiles to be created — with this integration, every project update in Cloze instantly provisions client records and tasks in Invoice Ninja.
🗂️
Customer Success Leads
You need a reliable customer interaction history, but when client details change in your invoicing app, those edits never make it back into your relationship manager, so your team keeps finding gaps in client interaction logs — automating both apps means company updates and communication histories stay perfectly synchronized across your entire workspace.
Our team

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Why choose Integrately to automate Invoice Ninja + Cloze

Build and manage your Invoice Ninja + Cloze 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 + Cloze 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 — 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
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Cloze to Invoice Ninja?
Frequently Asked Questions
You can connect Cloze to Invoice Ninja in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automation flows with apps like Slack, Gmail, and Stripe.
Can I automatically create Invoice Ninja clients and invoices when Cloze records are updated?
Frequently Asked Questions
Can I connect Cloze, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and Invoice Ninja?
Frequently Asked Questions
How does Cloze handle relationship data updates during automation?
Frequently Asked Questions
How are Invoice Ninja client and invoice records updated?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Cloze and Invoice Ninja integration free?
Frequently Asked Questions
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You Can Also Connect Cloze or Invoice Ninja With 1500+ Other Apps

Cloze
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Invoice Ninja
Popular Invoice Ninja Integrations
Sync Invoice Ninja with payment gateways, accounting platforms, and e-commerce stores to streamline billing and financial reporting.