Invoice Ninja + Kartra Integration

Integrate Invoice Ninja to Kartra in one click, or tell Integrately AI how you want each lead handled. Capture form submissions, create and update client profiles, generate invoices, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Vendor is created 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
    Invoice is updated 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
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is updated in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is created in Invoice Ninja Instant
  • Invoice Ninja
    Product is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Product is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is created in Invoice Ninja Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Project is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated 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
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra 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
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra

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Ready Workflows Ready Workflows for Invoice Ninja + Kartra Integration

Capture leads, generate invoices, keep customer records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Kartra + Invoice Ninja Integration

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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Invoice Ninja + Kartra Integration

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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Invoice Ninja + Kartra Integration

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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Kartra + Invoice Ninja Integration

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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Kartra + Invoice Ninja Integration

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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Kartra + Invoice Ninja Integration

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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Connect more apps to your Invoice Ninja + Kartra flow

Connect supporting finance, email, scheduling, and messaging tools to extend your invoice and ecommerce workflows. Pick a combination and activate it in one click.

Invoice Ninja
Kartra
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
K
S
I
Create a Stripe customer for every new Kartra buyer, and generate an invoice in Invoice Ninja
Every Kartra purchase instantly creates a corresponding Stripe customer and a new Invoice Ninja invoice without manual billing setup.
I
S
K
When an Invoice Ninja payment is created, record a charge in Stripe and assign a tag in Kartra
Successful Invoice Ninja payments trigger a Stripe transaction record and apply the buyer tag in Kartra instantly.
I
S
K
Refund a Kartra payment transaction when an Invoice Ninja credit is created, and update Stripe records
Invoice Ninja credits automatically trigger payment refunds in Stripe and update transaction statuses in Kartra.

Supported triggers and actions for Invoice Ninja and Kartra

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
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
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
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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
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
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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
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
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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
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
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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 created in Invoice Ninja
Triggers the automation when a product is created
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Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
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Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
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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 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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Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
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Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
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Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
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Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
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Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
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Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
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Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
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Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
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Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
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Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
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Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
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Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
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Instant
Lead clicks on page split test link in Kartra
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Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
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Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
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Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
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Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
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Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
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Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
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Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
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Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
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Create lead in Kartra
Generates new leads for potential customers
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Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
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Search lead by email in Kartra
Retrieves information for a particular lead using their email
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Unassign tag to lead in Kartra
Unassigns a tag from a lead
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Remove points from lead in Kartra
Deducts points from a lead
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Give points to lead in Kartra
Assigns points to the designated lead
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Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
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Get lead by ID in Kartra
Retrieves a lead's information based on their id
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Subscribe lead to list in Kartra
Subscribes a lead to a list
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Update lead in Kartra
Updates the lead information
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Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
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Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
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Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
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Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
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Create custom field in Kartra
Creates a new marketing campaign
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Refund a payment transaction in Kartra
Processes a payment transaction refund
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What can you automate with Invoice Ninja + Kartra?

Streamline your billing, customer management, and sales pipelines with powerful automated workflows.

What you can automate?
🔄
Sync store purchases into automated invoices
Turn every online product purchase in Kartra into a newly generated invoice in Invoice Ninja without lifting a finger. Keep your sales and billing records perfectly synchronized.
📝
Capture every submitted form field
Map all custom form answers from Kartra into your Invoice Ninja client records instead of just basic names. Build a comprehensive customer database for better service.
🔔
Alert your team instantly on new payments
Notify your finance or sales channel the moment a payment is created in Invoice Ninja or a customer buys a product in Kartra. Keep your entire team aligned on revenue milestones.
🔀
Route workflows based on customer actions
Trigger different actions depending on whether a quote is approved, a membership is revoked, or an order is refunded. Tailor your follow-up sequence to exact customer behaviors.
🔄
Keep client records updated dynamically
Automatically update existing client profiles in Invoice Ninja whenever lead details change in Kartra. Eliminate outdated contact information across your business tools.
🔍
Search and update instead of creating duplicates
Check if a client already exists in Invoice Ninja before creating a new record from a Kartra form fill. Maintain a clean, duplicate-free customer database effortlessly.
💳
Handle refunds and credits automatically
Trigger status updates and account adjustments across both platforms whenever an order is refunded or an Invoice Ninja credit is issued. Keep financial records precise.
🌐
Extend workflows to your favorite apps
Connect your Invoice Ninja and Kartra core workflows to tools like Slack, Google Drive, or Mailchimp. Build multi-step pipelines that span your entire tech stack.
And much more...

Who is Invoice Ninja + Kartra integration for?

Connecting billing workflows with marketing automation removes manual data silos for growing businesses, finance teams, and ecommerce agencies.

Finance Directors
Finance Directors
Sales Operations Managers
Sales Operations Managers
Agency Account Managers
Agency Account Managers
Ecommerce Store Owners
Ecommerce Store Owners
Customer Success Leads
Customer Success Leads
Billing Specialists
Billing Specialists
📈
Finance Directors
You rely on accurate revenue reports from your billing platform, but manual invoice reconciliation leaves your dashboards outdated — this integration means every payment and invoice syncs instantly and your financial data stays current.
Sales Operations Managers
You need to act fast when new prospects submit inquiries, but delayed customer record creation slows down follow-ups — connecting these apps means every new submission triggers instant client setup and pipeline updates.
🤝
Agency Account Managers
You answer to clients who want to see real-time progress on proposals and payments, but manual status updates take hours — automating both apps means signed quotes and invoices reflect immediately across your systems.
🚀
Ecommerce Store Owners
The transaction volume from online store purchases is too high for anyone to keep up with by hand — integrating these apps means every customer order generates invoices and updates customer profiles automatically.
📋
Customer Success Leads
You own onboarding and depend on sales teams to hand over new client details without missing information — automating both apps means client creation and subscription updates happen without manual delays.
🗂️
Billing Specialists
You need a reliable transaction history and keep finding gaps between your sales platform and invoicing software — with this integration, every payment and credit syncs perfectly without missing records.
Our team

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Why choose Integrately to automate Invoice Ninja + Kartra

Build and manage your Invoice Ninja + Kartra 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 + Kartra 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Invoice Ninja to Kartra?
Frequently Asked Questions
You can connect Invoice Ninja to Kartra in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Stripe, Mailchimp, and Slack.
Can I automatically create Invoice Ninja invoices from Kartra purchases?
Frequently Asked Questions
Can I connect Invoice Ninja, Kartra, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Kartra?
Frequently Asked Questions
How does Invoice Ninja handle client creation during form fills in Kartra?
Frequently Asked Questions
How are payment records synced between Invoice Ninja and Kartra?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Kartra?
Frequently Asked Questions
Is the Invoice Ninja and Kartra integration free?
Frequently Asked Questions
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