Invoice Ninja + Intercom Integration

Integrate Intercom to Invoice Ninja in one click, or tell Integrately AI how you want each user handled. Create clients, generate invoices, track payments, and update your records automatically.

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1.
  • Invoice Ninja
    Vendor 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 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
    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
    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
    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
  • Intercom
    Lead is created in Intercom Instant
  • Intercom
    Conversation is assigned to any teammate in Intercom Instant
  • Intercom
    Note is added to conversation in Intercom Instant
  • Intercom
    Admin initiates conversation in Intercom Instant
  • Intercom
    Teammate replied in Intercom Instant
  • Intercom
    Conversation is closed by admin in Intercom Instant
  • Intercom
    Admin opened conversation in Intercom Instant
  • Intercom
    User or lead is replied in Intercom Instant
  • Intercom
    Lead is untagged in Intercom Instant
  • Intercom
    Lead is tagged in Intercom Instant
  • Intercom
    Email is added to lead in Intercom Instant
  • Intercom
    Message is created from user or lead in Intercom Instant
  • Intercom
    User is created in Intercom Instant
  • Intercom
    User is deleted in Intercom Instant
  • Intercom
    Conversation is partially deleted in Intercom Instant
  • Intercom
    Conversation is tagged in Intercom Instant
  • Intercom
    Event is created in Intercom Instant
  • Intercom
    Company is created in Intercom Instant
  • Intercom
    Conversation is snoozed in Intercom Instant
  • Intercom
    User is unsubscribed in Intercom Instant
  • Intercom
    User email is updated in Intercom 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
  • Intercom
    Remove tag from user in Intercom
  • Intercom
    Add contact to company in Intercom
  • Intercom
    Get admin by id in Intercom
  • Intercom
    Add tag to user in Intercom
  • Intercom
    Search company in Intercom
  • Intercom
    Search lead in Intercom
  • Intercom
    Search user in Intercom
  • Intercom
    Create event in Intercom
  • Intercom
    Send message in Intercom
  • Intercom
    Add/Remove tag on company in Intercom
  • Intercom
    Update company in Intercom
  • Intercom
    Add tag on lead in Intercom
  • Intercom
    Update lead in Intercom
  • Intercom
    Create lead in Intercom
  • Intercom
    Update user in Intercom
  • Intercom
    Create user in Intercom

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Ready WorkflowsReady Workflows ย  for Invoice Ninja + Intercom Integration

Create invoices, track clients, update project statuses, and record payments, all in just one click.

Sorry, we donโ€™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 Intercom + Invoice Ninja flow

Sync your financial data with your CRM, alert your team on messaging apps, and log every billing event in spreadsheets. Pick a combination and activate it in one click.

Invoice Ninja
Intercom
+
StripeStripe (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (3)
I
I
S
Create an Invoice Ninja client and a Stripe customer when a new user is created in Intercom
Every new Intercom user automatically receives a client record in Invoice Ninja and a customer profile in Stripe without manual data entry.
I
S
I
Send an Intercom message and create a Stripe charge when a payment is created in Invoice Ninja
Notify customers via Intercom and record charges in Stripe immediately after a payment is registered in Invoice Ninja.
I
S
I
When an invoice is sent in Invoice Ninja, update the customer in Stripe and update the user in Intercom
Automatically update customer details in Stripe and refresh user records in Intercom whenever an invoice goes out.
I
C
I
S
Use Claude to evaluate new Intercom users, create an Invoice Ninja client, and set up a Stripe customer
Use Claude to assess user data from Intercom, then automatically create an Invoice Ninja client and a Stripe customer profile.

Supported triggers and actions for Invoice Ninja and Intercom

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
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
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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
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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
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
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
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Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
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Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
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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
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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Intercom
Intercom Triggers & Actions
Instant
Lead is created in Intercom
Triggers the automation when a new lead is created
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Instant
Conversation is assigned to any teammate in Intercom
Triggers the automation when someone is assigned to a conversation
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Instant
Note is added to conversation in Intercom
Triggers the automation when a new note is added to any conversation
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Instant
Admin initiates conversation in Intercom
Triggers the automation when an admin sends the first message to any user
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Instant
Teammate replied in Intercom
Triggers the automation when a teammate responds
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Instant
Conversation is closed by admin in Intercom
Triggers the automation when any conversation is marked as closed by the admin
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Instant
Admin opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
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Instant
User or lead is replied in Intercom
Triggers the automation when a reply is sent to the user or lead
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Instant
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
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Instant
Lead is tagged in Intercom
Triggers the automation when a lead is tagged
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Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
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Instant
Message is created from user or lead in Intercom
Triggers the automation when a message is sent by a user or lead
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Instant
User is created in Intercom
Triggers the automation when a new user is created
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Instant
User is deleted in Intercom
Triggers the automation when a user is deleted
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Instant
Conversation is partially deleted in Intercom
Triggers the automation when parts of a conversation are deleted
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Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
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Instant
Event is created in Intercom
Triggers the automation when a new event is created
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Instant
Company is created in Intercom
Triggers the automation when a new company is created
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Instant
Conversation is snoozed in Intercom
Triggers the automation when a conversation is paused for later
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Instant
User is unsubscribed in Intercom
Triggers the automation when a user removed from a list
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Instant
User email is updated in Intercom
Triggers the automation when a user's email address is updated
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Remove tag from user in Intercom
Untag a user's profile
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Add contact to company in Intercom
Adds a contact to a company
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Get admin by id in Intercom
Retrieves admin by its ID
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Add tag to user in Intercom
Assigns a tag to a user based on particular criteria
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Search company in Intercom
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Search lead in Intercom
Retrieves information for a particular lead
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Search user in Intercom
Searches for a user
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Create event in Intercom
Adds a new contact to the contact list
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Send message in Intercom
Delivers a message to a designated recipient
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Add/Remove tag on company in Intercom
Updates company tags based on predefined criteria
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Update company in Intercom
Updates company information
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Add tag on lead in Intercom
Assigns tag to a lead based on predefined criteria
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Update lead in Intercom
Updates the lead information
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Create lead in Intercom
Generates new leads for potential customers
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Update user in Intercom
Updates user information
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Create user in Intercom
Generates a new user account
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What can you automate with Intercom + Invoice Ninja?

Streamline your support and billing operations by automating client creation, invoice generation, payment tracking, and record updates.

What you can automate?
๐Ÿงพ
Create Invoice Ninja clients from Intercom users
Automatically generate client profiles in Invoice Ninja the moment a new user is created in Intercom. Eliminate manual data entry and keep your customer databases perfectly synchronized.
๐Ÿ“ฅ
Capture every detail from user signups
Map all available user attributes and custom fields from Intercom straight into Invoice Ninja records. Ensure no contact detail or company data gets left behind during synchronization.
๐Ÿ””
Alert your team when payments arrive
Send instant notifications or update team channels the moment a payment is created in Invoice Ninja. Keep your finance and support staff informed in real time.
๐Ÿ”€
Route invoices based on customer tiers
Apply different invoice templates or pricing rules in Invoice Ninja depending on company attributes submitted in Intercom. Deliver tailored billing experiences for enterprise accounts.
๐Ÿ”„
Keep billing records updated dynamically
Automatically update Invoice Ninja client profiles and user statuses whenever details change in Intercom. Maintain accurate records across both platforms without manual checks.
๐Ÿ”
Prevent duplicate client records
Search existing Invoice Ninja clients before creating new records to avoid duplicate profiles. Keep your billing database clean and organized automatically.
๐Ÿ’ณ
Handle payment and invoice updates
Trigger automated follow-ups or status updates when invoices are sent, quotes are approved, or payments are recorded in Invoice Ninja. Keep your entire revenue workflow moving forward.
๐Ÿ’ฌ
Extend billing flows to Slack or email
Connect your Intercom and Invoice Ninja workflows with Slack, Gmail, or Google Sheets. Notify team channels, send client emails, or log financial data in one unified pipeline.
And much more...

Who is Intercom + Invoice Ninja integration for?

Support leads, billing managers, and operations teams eliminate manual data entry by synchronizing customer interactions and financial invoices across platforms automatically.

Financial controllers
Financial controllers
Support managers
Support managers
Account executives
Account executives
Customer success teams
Customer success teams
Billing specialists
Billing specialists
Operations directors
Operations directors
๐Ÿ“Š
Financial controllers
You rely on revenue reports to track billing progress, but your financial records only update when someone manually exports payment data, so the revenue metrics you review are always hours behind โ€” with this integration, every new payment lands in your ledger instantly and your data stays current.
โšก
Support managers
You need to handle customer escalations immediately, but billing notifications reach your support team long after tickets close, so agents find out about unpaid accounts too late โ€” connecting these apps means every billing update triggers instant alerts and support teams stay perfectly synchronized.
๐Ÿ“ˆ
Account executives
You answer to clients asking for status updates on their quotes and invoices, but tracking billing milestones across separate tools takes hours of manual checking, so clients wait too long for answers โ€” automating both apps means client records update instantly and invoice statuses are always transparent.
๐Ÿ”„
Customer success teams
You handle hundreds of user registrations daily, but manually copying new signups into your invoicing software creates severe operational bottlenecks, so customer onboarding takes too long โ€” this integration means every new user generates billing profiles automatically without manual intervention.
๐Ÿ“‹
Billing specialists
You depend on support agents to hand over closed tickets before you can generate invoices, but manual handoffs get delayed, so billing cycles drag on unnecessarily โ€” with this integration, closed conversations trigger invoice creation instantly and your billing workflow moves without friction.
๐Ÿ—‚๏ธ
Operations directors
You need a complete audit trail of customer interactions and paid invoices, but manual record-keeping leaves persistent gaps in your database, so compliance checks become stressful โ€” automating both apps means every user action and payment maps seamlessly into clean historical records.
Our team

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Why choose Integrately to automate Invoice Ninja + Intercom

Build and manage your Invoice Ninja + Intercom 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 + Intercom 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 โ€” 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?

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Frequently Asked Questions

How do I connect Intercom to Invoice Ninja?
Frequently Asked Questions
Connecting Intercom to Invoice Ninja takes just one click with Integrately. You can select from ready-made templates or use Integrately AI to build custom workflows linking Intercom, Invoice Ninja, Slack, and other essential business tools.
Can I automatically create Invoice Ninja invoices from Intercom conversations?
Frequently Asked Questions
Can I connect Intercom, Invoice Ninja, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Intercom and Invoice Ninja?
Frequently Asked Questions
How are Intercom user updates handled in Invoice Ninja?
Frequently Asked Questions
Can I sync Invoice Ninja payment records back to Intercom?
Frequently Asked Questions
Do I need coding skills to automate Intercom and Invoice Ninja?
Frequently Asked Questions
Is the Intercom and Invoice Ninja integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Intercom or Invoice Ninja With 1500+ Other Apps

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