Drift + Invoiced Integration
Integrate Drift to Invoiced in one click, or tell Integrately AI how you want each conversation handled. Capture leads, generate invoices, update customer records, and alert your finance team automatically.
Free forever.Use premium features free for 14 days.1.
Email is identified in Drift Instant- User reached goal in Drift Instant
- New Conversation is started in Drift Instant
- Conversation is pushed in Drift Instant
- Message is created in Drift Instant
Payment is created in Invoiced Instant- Payment is updated in Invoiced Instant
- Payment is deleted in Invoiced Instant
- Invoice is paid in Invoiced Instant
- Invoice is created in Invoiced Instant
- Invoice is updated in Invoiced Instant
- Invoice is deleted in Invoiced Instant
- Customer is created in Invoiced Instant
- Customer is updated in Invoiced Instant
- Customer is deleted in Invoiced Instant
- Contact is created in Invoiced Instant
- Contact is updated in Invoiced Instant
- Contact is deleted in Invoiced Instant
- Credit note is updated in Invoiced Instant
- Customer is merged in Invoiced Instant
- Invoice is viewed in Invoiced Instant
- Estimate is approved in Invoiced Instant
- Credit note is created in Invoiced Instant
- Credit note is deleted in Invoiced Instant
- Credit note is commented in Invoiced Instant
- Credit note is viewed in Invoiced Instant
- Task is created in Invoiced Instant
- Task is updated in Invoiced Instant
- Task is deleted in Invoiced Instant
- Task is completed in Invoiced Instant
- Estimate is created in Invoiced Instant
- Estimate is updated in Invoiced Instant
- Estimate is deleted in Invoiced Instant
- Estimate is viewed in Invoiced Instant
- Subscription is created in Invoiced Instant
- Subscription is updated in Invoiced Instant
- Subscription is deleted in Invoiced Instant
2.
- Create Contact in Drift
- Update Contact in Drift
- Update contact via non-Drift Id in Drift
- Search contact by email in Drift
- Create Timeline Event in Drift
- Create Conversation in Drift
- Create invoice in Invoiced
- Search invoice in Invoiced
- Create contact in Invoiced
- Create credit note in Invoiced
- Create credit balance adjustment in Invoiced
- Search credit note in Invoiced
- Create customer in Invoiced
- Update customer in Invoiced
- Search customer in Invoiced
- Create note in Invoiced
- Create payment in Invoiced
- Create task in Invoiced
- Create estimate in Invoiced
- Search estimate in Invoiced
- Create subscription in Invoiced
Trusted by experts at...
Ready Workflows for Drift + Invoiced Integration
Capture incoming conversations, generate invoices automatically, update customer accounts, and notify your finance team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Drift + Invoiced flow
Sync billing records with your CRM, alert teams on messaging apps, and trigger follow-up tasks instantly. Pick a combination and activate it in one click.
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HubSpot (4)
HubSpot (4) +
Slack (4)
Slack (4) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) +
Gmail (3)
Gmail (3) +
QuickBooks Online (3)
QuickBooks Online (3) D
H
I
Create an Invoiced invoice and a HubSpot contact when a new conversation starts in Drift
New Drift conversations instantly create contacts in HubSpot and invoices in Invoiced without manual copying.
I
H
D
When an invoice is paid in Invoiced, update the matching contact in HubSpot and log a timeline event in Drift
Paid Invoiced invoices update contact details in HubSpot and record timeline events in Drift automatically.
I
H
D
Create a HubSpot task when a new customer is created in Invoiced from a Drift chat
New Invoiced customers automatically generate follow-up tasks in HubSpot for your sales representatives.
D
C
I
H
Use Claude to summarise chat sentiment, create an Invoiced invoice, and update the HubSpot deal
Claude summarises Drift chat notes before generating Invoiced invoices and updating HubSpot deals.
Supported triggers and actions for Drift and Invoiced
Mix and match to build the exact automation you need
Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
Try it → Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
Try it → Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
Try it → Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
Try it → Invoiced Triggers & Actions
Instant
Payment is created in Invoiced
Triggers the automation when a new payment is created
Try it → Instant
Payment is updated in Invoiced
Triggers the automation when a payment status is updated
Try it → Instant
Invoice is paid in Invoiced
Triggers the automation when an invoice is marked as paid
Try it → Instant
Invoice is created in Invoiced
Triggers the automation when any invoice is added or modified
Try it → Instant
Customer is created in Invoiced
Triggers the automation when a new customer is created
Try it → Instant
Customer is updated in Invoiced
Triggers the automation when customer details are updated
Try it → Instant
Customer is deleted in Invoiced
Triggers the automation when a customer is removed from the database
Try it → Instant
Contact is created in Invoiced
Triggers the automation when a new contact is created
Try it → Instant
Contact is deleted in Invoiced
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Credit note is updated in Invoiced
Triggers the automation when a credit note is modified
Try it → Instant
Customer is merged in Invoiced
Triggers the automation when the customer details are merged
Try it → Instant
Invoice is viewed in Invoiced
Triggers the automation when the recipient views your invoice
Try it → Instant
Estimate is approved in Invoiced
Triggers the automation when any estimate is approved
Try it → Instant
Credit note is created in Invoiced
Triggers the automation when a new credit note is generated
Try it → Instant
Credit note is deleted in Invoiced
Triggers the automation when a credit note is deleted
Try it → Instant
Credit note is commented in Invoiced
Triggers the automation when a credit note is commented on
Try it → Instant
Credit note is viewed in Invoiced
Triggers the automation when a credit note is viewed
Try it → Instant
Estimate is created in Invoiced
Triggers the automation when a new estimate is created
Try it → Instant
Estimate is updated in Invoiced
Triggers the automation when any estimate is modified
Try it → Instant
Estimate is deleted in Invoiced
Triggers the automation when any estimate is deleted
Try it → Instant
Estimate is viewed in Invoiced
Triggers the automation when any estimate is viewed by the recipient
Try it → Instant
Subscription is created in Invoiced
Triggers the automation when a new subscription is created
Try it → Instant
Subscription is updated in Invoiced
Triggers the automation when a subscription is updated
Try it → Instant
Subscription is deleted in Invoiced
Triggers the automation when a subscription is deleted
Try it → What can you automate with Drift + Invoiced?
Streamline your conversational sales and billing operations with powerful ready-made workflows.
🧾
Generate invoices from chat conversations
Automatically create Invoiced invoices the moment a new conversation starts in Drift without manual data transfer.
🔍
Capture every submitted chat detail
Map custom email and contact details from Drift straight into Invoiced customer records.
🔔
Instant notifications on payments
Alert your finance team in Slack or via email immediately when an Invoiced invoice is paid.
🔀
Conditional invoice routing
Create specific invoices or estimates depending on submitted conversation values and goals.
🔄
Keep customer records synchronized
Update contact details across Drift and Invoiced automatically as customer interactions evolve.
📋
Deduplicate and update contacts
Search existing customer email records in Invoiced before creating new profiles from chat leads.
⚙️
Handle later status changes
Track invoice deletions, updates, and payments across both platforms seamlessly.
🌐
Extend flows to popular apps
Connect your Drift and Invoiced workflow further with Slack, HubSpot, or Gmail in multi-step automations.
And much more...
Who is Drift + Invoiced integration for?
Teams handling chat conversions and client billing rely on automated data syncing to eliminate manual entry and keep revenue records accurate.
Sales leaders
Finance directors
Account executives
Operations leads
Customer success teams
Support managers
📈
Sales leaders
You're driving prospect conversions through chat in Drift, but billing details get delayed because reps manually copy data — this integration means every new conversation instantly initiates billing workflows in Invoiced.
⚡
Finance directors
You're tracking payment cycles in Invoiced, but chat leads take hours to reach your accounting queue — automating both apps means invoice generation starts the moment a Drift conversation concludes.
🤝
Account executives
You're closing client agreements inside Drift chats, but depend on manual handoffs to establish accounts — connecting these apps means customer profiles and invoices generate instantly upon agreement.
📊
Operations leads
You're auditing customer interactions across Drift and Invoiced, but keep finding gaps between chat histories and billing records — this integration means complete synchronization of every contact and transaction.
🎯
Customer success teams
You're managing high volumes of client requests in Drift, but payment statuses remain disconnected from support chats — with this integration, customer invoice updates reflect directly in your workflow.
📝
Support managers
You're reviewing customer inquiries in Drift, but billing records are trapped in separate systems — automating both apps means every conversation instantly connects to customer records in Invoiced.
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 Drift + Invoiced
Build and manage your Drift + Invoiced automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Drift + Invoiced 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 Drift + Invoiced Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Drift to Invoiced?
You can connect Drift to Invoiced in 1 click using ready templates on Integrately or by asking Integrately AI to build your custom automation. It links seamlessly with tools like HubSpot, Slack, and QuickBooks Online.
Can I automatically create Invoiced invoices from new Drift conversations?
Can I connect Drift, Invoiced, and Slack?
What is a good Zapier alternative for Drift and Invoiced?
How are Drift contacts synced with Invoiced customers?
Can I track invoice payment statuses in Drift?
Do I need coding skills to automate Drift and Invoiced?
Is the Drift and Invoiced integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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