Invoice Ninja + DocuWare Integration

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

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1.
  • 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
    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
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created 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
    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
  • DocuWare
    Document is added in DocuWare 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
  • DocuWare
    Update document index fields in DocuWare
  • DocuWare
    Delete document in DocuWare
  • DocuWare
    Download document in DocuWare
  • DocuWare
    Transfer document in DocuWare
  • DocuWare
    Append a file in DocuWare
  • DocuWare
    Delete a file in DocuWare
  • DocuWare
    Download a file in DocuWare
  • DocuWare
    Replace a file in DocuWare
  • DocuWare
    Get file cabinets in DocuWare
  • DocuWare
    Get dialogs in DocuWare
  • DocuWare
    Get document information in DocuWare
  • DocuWare
    Store in file cabinet in DocuWare
  • DocuWare
    Search document in DocuWare
  • DocuWare
    Get stamps in DocuWare
  • DocuWare
    Place a stamp in DocuWare
  • DocuWare
    Import to document tray in DocuWare

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Ready WorkflowsReady Workflows   for Invoice Ninja + DocuWare Integration

Process documents, create invoices, update client records, alert your finance team, and track payments, all in just one click.

Sorry, we don’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 DocuWare + Invoice Ninja flow

Send payment details to accounting tools, notify teams in chat apps, and store backup copies in cloud storage after your invoices are generated. Pick a combination and activate it in one click.

Invoice Ninja
DocuWare
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
TrelloTrello (3)
D
I
S
When a document is added in DocuWare, create an invoice in Invoice Ninja and create a customer in Stripe.
New DocuWare documents generate corresponding invoices in Invoice Ninja and set up customer profiles in Stripe instantly.
I
D
S
When a payment is created in Invoice Ninja, update the document index fields in DocuWare and create a charge in Stripe.
Recorded payments update your DocuWare document index fields and register the charge in Stripe automatically.
I
D
S
If an invoice is created in Invoice Ninja, store the file in DocuWare and create a payment link in Stripe.
New invoices trigger a secure file store in DocuWare and generate a payment link in Stripe.

Supported triggers and actions for Invoice Ninja and DocuWare

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
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
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
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Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
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Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
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Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
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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
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
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Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
Try it →
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
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Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it →
Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
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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
Try it →
Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
Try it →
Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it →
Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
Try it →
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
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
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Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor 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
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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DocuWare
DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
Try it →
Update document index fields in DocuWare
Updates document index fields
Try it →
Delete document in DocuWare
Removes a particular document from the system
Try it →
Download document in DocuWare
Download a particular document to a location
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Transfer document in DocuWare
Transfers a document
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Append a file in DocuWare
Appends content to an existing file
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Delete a file in DocuWare
Deletes particular files from the system
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Download a file in DocuWare
Download files from a particular source or location
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Replace a file in DocuWare
Replaces a file
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Get file cabinets in DocuWare
Retrieves and store file cabinets with particular information
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Get dialogs in DocuWare
Retrieves all available dialogs from the system
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Get document information in DocuWare
Retrieves details and metadata from a document
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Store in file cabinet in DocuWare
Stores a document in a file cabinet
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Search document in DocuWare
Locates and retrieves document based on search criteria
Try it →
Get stamps in DocuWare
Purchase and collect stamps for mailing purposes
Try it →
Place a stamp in DocuWare
Places a stamp on a document
Try it →
Import to document tray in DocuWare
Import files and documents to the designated document tray with
Try it →

What can you automate with DocuWare + Invoice Ninja?

Streamline your document workflows and billing operations with powerful ready-made automation capabilities.

What you can automate?
📄
Create invoices automatically from new documents
Trigger a brand new invoice in Invoice Ninja the moment a document is added in DocuWare. Eliminate manual data entry and speed up your billing operations.
📋
Capture every submitted document field
Map all available document index fields and metadata into your Invoice Ninja records. Ensure your billing details match your source documents perfectly.
🔔
Notify your team on every billing event
Alert your finance or operations channel in Slack or Gmail whenever an invoice is created or updated. Keep your entire team informed in real time.
🔀
Route invoices based on document criteria
Apply conditional logic to direct specific invoices to different clients or departments based on custom fields submitted in your DocuWare files.
🔄
Keep document index fields up to date
Automatically update DocuWare index fields whenever invoice statuses change in Invoice Ninja. Maintain perfect alignment across your systems.
🔍
Search and update existing records
Check for existing client profiles and update their details instead of creating duplicate entries. Keep your database clean and organized.
💳
Handle payments and status updates
Process payments and update invoice statuses across platforms as funds clear. Keep your revenue tracking accurate and up to date.
☁️
Extend your workflow to cloud storage
Connect your core automation with Google Drive or Stripe to back up files and handle payment links automatically.
And much more...

Who is DocuWare + Invoice Ninja integration for?

Finance professionals, billing teams, and operations managers eliminate manual document entry and keep accounting records perfectly synchronized across platforms.

Finance directors
Finance directors
Billing managers
Billing managers
Client success leads
Client success leads
Operations teams
Operations teams
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Finance directors
You rely on accurate billing data for executive reporting, but manual invoice creation leaves your financial dashboards outdated — with this integration, every document triggers immediate record updates and your reporting numbers stay current.
Billing managers
You need to issue invoices the moment client paperwork arrives, but switching between systems slows down your response time — automating both apps means invoices are generated instantly and your billing cycle runs without friction.
🤝
Client success leads
You answer to clients asking for status updates on their financial paperwork, but tracking documents across tools creates blind spots — connecting these apps means your team sees every invoice state change the second it happens.
📊
Operations teams
The volume of incoming documents is too high for anyone to keep up by hand, leading to missed entries and filing errors — automating both apps means every document is processed and logged without manual intervention.
🔄
Project coordinators
You depend on upstream document approvals before you can schedule project billing, but handoffs get delayed in transit — with this integration, document storage automatically triggers downstream invoice creation and task setup.
🗂️
Compliance officers
You need a reliable history of every financial document and transaction, but manual archiving leaves dangerous gaps in your audit trail — automating both apps means every document and invoice is systematically recorded.
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 + DocuWare

Build and manage your Invoice Ninja + DocuWare 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 + DocuWare 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
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect DocuWare to Invoice Ninja?
Frequently Asked Questions
You can connect DocuWare to Invoice Ninja in just a few clicks using ready-made flows on Integrately. Pick a template, connect your accounts, and start automating your document and billing processes instantly with 1-click setup and Integrately AI.
Can I automatically create invoices in Invoice Ninja when a new document is added in DocuWare?
Frequently Asked Questions
Can I connect DocuWare, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DocuWare and Invoice Ninja?
Frequently Asked Questions
How does DocuWare data sync with Invoice Ninja?
Frequently Asked Questions
Can Invoice Ninja updates change records in DocuWare?
Frequently Asked Questions
Do I need coding skills to automate DocuWare and Invoice Ninja?
Frequently Asked Questions
Is the DocuWare and Invoice Ninja integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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