Invoice Ninja + Customer.io Integration

Connect Invoice Ninja to Customer.io in 1 click

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Invoice Ninja + Customer.io Integration

Create Customer.io person for new Invoice Ninja order

If you're using Invoice Ninja to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding person should also be created in Customer.io.

This will ensure that all future correspondence with the customer is tracked and attributed to that person, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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Invoice Ninja + Customer.io Integration

Create Customer.io person for new Invoice Ninja client

If you're using Invoice Ninja to manage your sales leads, it's important to also use Customer.io to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new client is created in Invoice Ninja, a corresponding person will automatically be created in Customer.io.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Invoice Ninja + Customer.io Integration
1.
  • 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
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
  • Customer.io
    Create or Update Person in Customer.io
  • Customer.io
    Create event in Customer.io
  • Customer.io
    Create anonymous event in Customer.io
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