Invoice Ninja + Kartra Integration

Connect Invoice Ninja to Kartra - Automate your workflows in 1-click

Invoice Ninja automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Set up Kartra automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Get the best of both with Integrately’s Invoice Ninja + Kartra integration.

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Ready Workflows For Invoice Ninja + Kartra Integration

Just click on the workflow you want to automate

Create Kartra lead for new Invoice Ninja client

If you're using Invoice Ninja to manage your sales leads, it's important to also use Kartra 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 lead will automatically be created in Kartra.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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Create Kartra lead 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 lead should also be created in Kartra.

This will ensure that all future correspondence with the customer is tracked and attributed to that lead, 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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Update Kartra contact from new Invoice Ninja client

Invoice Ninja + Kartra Integration

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Create Invoice Ninja client for new Kartra optin form response

When someone completes your Kartra, a new client is automatically created in your Invoice Ninja. This way, you can quickly follow up with the optin form response and turn them into a customer!

Plus, all of the information from the Kartra is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a Kartra - Invoice Ninja integration set up makes it easy to manage your customer relationships and grow your business.

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Create Invoice Ninja client from new Kartra order

As an online store owner, you're likely using Kartra to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' client information.

But did you know that you can easily integrate Kartra with Invoice Ninja? This integration will allow you to automatically create a client for each new order in Invoice Ninja.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

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Create Invoice Ninja task for new Kartra optin form response

It's important to stay on top of your customer relationships, and one way to do that is to create Invoice Ninja tasks for new Kartra optin form responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Invoice Ninja task for new Kartra optin form response received today - your customers will thank you for it!

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Create Invoice Ninja invoice for new Kartra order

As soon as you receive a new Kartra order, you need to generate a corresponding invoice so that you can get paid. With this Kartra - Invoice Ninja integration, a new invoice will be created in your Invoice Ninja software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Kartra order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!

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