Invoice Ninja + Firmao Integration

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Firmao + Invoice Ninja Integration

Create Invoice Ninja client from new Firmao customer

If you have created a customer in Firmao, it's important to create a client in Invoice Ninja. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Invoice Ninja + Firmao Integration

Create Firmao task for new Invoice Ninja Invoice Ninja

When you make a Invoice Ninja in Invoice Ninja, be sure to create a task in Firmao! This will ensure that your team is aware of the Invoice Ninja and can update the books as needed.

Creating a task also allows you to track the progress of the Invoice Ninja and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Invoice Ninja + Firmao Integration

Create Firmao customer 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 customer profile in Firmao whenever an invoice is created.

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

Create Firmao task for new Invoice Ninja client

In Invoice Ninja, when you create a client, it automatically creates a task in Firmao for that client. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular client on their client profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Invoice Ninja + Firmao Integration

Create Firmao task for new Invoice Ninja invoice

If you use Invoice Ninja to manage your invoice, you can also use Firmao to create and manage task associated with those invoice. Creating a task in Firmao will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Invoice Ninja + Firmao 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
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
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
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Invoice Ninja & Firmao with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Invoice Ninja & Firmao With 1100+ Other Apps

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With Invoice Ninja, you can create and send invoices to your customers in a few simple steps. You can choose from hundreds of invoice templates or build your own from scratch. And it's all free!

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Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!

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