Invoice Ninja + Lofty Integration

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

Invoice Ninja automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Make use of Lofty automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Invoice Ninja & Lofty using Integrately.

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Ready Workflows For Invoice Ninja + Lofty Integration

Just click on the workflow you want to automate

When Client is created in Invoice Ninja > Search lead in Chime > Check any condition > Create lead in Chime

Invoice Ninja + Lofty Integration

Activate

When Client is created in Invoice Ninja > Check condition > Create lead in Lofty

Invoice Ninja + Lofty Integration

Activate

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Create Your Own Invoice Ninja & Lofty Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Credit is sent in Invoice Ninja Instant
Invoice is updated in Invoice Ninja Instant
Invoice is sent in Invoice Ninja Instant
Invoice is deleted in Invoice Ninja Instant
Quote is sent in Invoice Ninja Instant
Quote is updated in Invoice Ninja Instant
Quote is approved in Invoice Ninja Instant
Quote is deleted in Invoice Ninja Instant
Credit is created in Invoice Ninja Instant
Client is deleted in Invoice Ninja Instant
Vendor is created in Invoice Ninja Instant
Vendor is updated in Invoice Ninja Instant
Expense is created in Invoice Ninja Instant
Expense is updated in Invoice Ninja Instant
Task is created in Invoice Ninja Instant
Task is updated in Invoice Ninja Instant
Task is deleted in Invoice Ninja Instant
Client is updated in Invoice Ninja Instant
Project is created in Invoice Ninja Instant
Project is updated in Invoice Ninja Instant
Project is deleted in Invoice Ninja Instant
Product is created in Invoice Ninja Instant
Product is updated in Invoice Ninja Instant
Product is deleted in Invoice Ninja Instant
Purchase order is created in Invoice Ninja Instant
Purchase order is updated in Invoice Ninja Instant
Purchase order is deleted in Invoice Ninja Instant
Client is created in Invoice Ninja Instant
Invoice is created in Invoice Ninja Instant
Payment is created in Invoice Ninja Instant
Quote is created in Invoice Ninja Instant
Lead is created or updated in Lofty
Triggers the automation whenever a lead is created or updated
Instant
Lead pipeline is changed in Lofty
Triggers the automation whenever the pipeline associated with the lead is changed
Instant

Create client in Invoice Ninja
Automatically generates a new client profile
Search client in Invoice Ninja
Automatically searches for a client
Update client in Invoice Ninja
Automatically updates client information
Create invoice in Invoice Ninja
Automatically generates invoices for sales transactions
Search invoice in Invoice Ninja
Automatically locate and retrieve invoices with
Update invoice in Invoice Ninja
Automatically updates invoice details based on new information
Create task in Invoice Ninja
Automatically creates a new task
Create quote in Invoice Ninja
Automatically generates a new quote with pre-filled information
Search quote in Invoice Ninja
Automatically searches for a quote
Update quote in Invoice Ninja
Automatically updates the existing quote with new information
Create payment in Invoice Ninja
Automatically generates and process a payment transaction
Create lead in Lofty
Triggers the automation whenever a new lead is created
Update lead in Lofty
Automatically updates the lead information
Search lead in Lofty
Automatically retrieves information for a particular lead
Add note in Lofty
Automatically adds a note
Get lead by Id in Lofty
Automatically retrieves a lead's information based on their ID

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Integrate Invoice Ninja & Lofty In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Invoice Ninja or Lofty With 1200+ Other Apps

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!

See Invoice Ninja Integrations

Lofty is the technology platform that helps real estate agents sell more homes. Lofty enhances agent productivity, automates routine tasks and creates a seamless experience for customers.

See Lofty Integrations