Invoice Ninja + MeisterTask Integration

Integrate Invoice Ninja to MeisterTask in one click, or tell Integrately AI how you want each invoice handled. Manage billing and project deliverables together, assign team members, and keep your workflow on schedule automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Quote is deleted 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 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
    Purchase order 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 created 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
    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
    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
  • MeisterTask
    Task is created in MeisterTask
  • MeisterTask
    Attachment is created in MeisterTask
  • MeisterTask
    Project is created in MeisterTask
  • MeisterTask
    Comment is added in MeisterTask
  • MeisterTask
    Checklist item is created in MeisterTask
  • MeisterTask
    Tag is applied to task in MeisterTask
  • MeisterTask
    Tag is created in MeisterTask
  • MeisterTask
    Section is created in MeisterTask
  • MeisterTask
    Person is created in MeisterTask
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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
  • MeisterTask
    Create task in MeisterTask
  • MeisterTask
    Update Task in MeisterTask
  • MeisterTask
    Search task in MeisterTask
  • MeisterTask
    Search attachment in MeisterTask
  • MeisterTask
    Search Tag in MeisterTask
  • MeisterTask
    Applied tag to task in MeisterTask
  • MeisterTask
    Create tag in MeisterTask
  • MeisterTask
    Search person in MeisterTask
  • MeisterTask
    Search section in MeisterTask
  • MeisterTask
    Search project in MeisterTask

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Ready Workflows Ready Workflows for Invoice Ninja + MeisterTask Integration

Create tasks from new invoices, track project deliverables, update project boards, and notify your team, all in just one click.

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

Create MeisterTask task for new Invoice Ninja client

Invoice Ninja and MeisterTask are both powerful tools that, when used correctly, can help you become more productive.

When you create a client in Invoice Ninja, do you also create a task in MeisterTask? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See more
MeisterTask + Invoice Ninja Integration

Create Invoice Ninja task for new MeisterTask checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Invoice Ninja? If so, you'll be glad to know that you can use MeisterTask to create checklist of the steps in your sales process, and then create task in Invoice Ninja for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Invoice Ninja + MeisterTask flow

Connect billing, document management, and communication tools to streamline every stage of your project lifecycle. Pick a combination and activate it in one click.

Invoice Ninja
MeisterTask
+
SlackSlack (6)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
TrelloTrello (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
I
M
S
Create a MeisterTask task from every new Invoice Ninja invoice, and notify your sales channel in Slack
New Invoice Ninja invoices automatically generate a matching task in MeisterTask while posting an instant update to your Slack channel, eliminating manual handoffs between billing and project teams.
I
M
S
When a new MeisterTask task is created, create an invoice in Invoice Ninja and post the update in Slack
Project kickoff in MeisterTask automatically triggers a new invoice in Invoice Ninja and announces the creation in Slack, keeping finance and operations completely in sync.
I
M
S
When a MeisterTask section changes, update the Invoice Ninja project and post the move in Slack
Project progress updates in MeisterTask instantly update your Invoice Ninja project records and broadcast the milestone in Slack.
I
M
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If an Invoice Ninja invoice is created for a major account, create a priority MeisterTask task and alert Slack
High-value Invoice Ninja invoices instantly generate priority MeisterTask tasks and trigger immediate Slack alerts for executive oversight.
I
M
S
Use Claude to summarise every new Invoice Ninja invoice, create a MeisterTask task, and post the brief in Slack
Claude turns complex Invoice Ninja invoices into structured briefs, creates a MeisterTask task, and posts the summary in Slack.
I
M
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When an Invoice Ninja payment is received, update the MeisterTask task and celebrate in Slack
Recorded payments in Invoice Ninja update your MeisterTask delivery boards and trigger celebratory team notifications in Slack.

Supported triggers and actions for Invoice Ninja and MeisterTask

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
Try it →
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
Try it →
Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
Try it →
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
Try it →
Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it →
Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it →
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
Try it →
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
Try it →
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
Try it →
Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
Try it →
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
Try it →
Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
Try it →
Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
Try it →
Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
Try it →
Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it →
Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
Try it →
Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
Try it →
Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
Try it →
Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
Try it →
Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it →
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it →
Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
Try it →
Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
Try it →
Instant
Client is created in Invoice Ninja
Triggers the automation when a new client is created
Try it →
Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
Try it →
Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
Try it →
Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
Try it →
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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MeisterTask
MeisterTask Triggers & Actions
Task is created in MeisterTask
Triggers the automation when a new task is created
Try it →
Attachment is created in MeisterTask
Triggers the automation when a new attachment is created
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Project is created in MeisterTask
Triggers the automation when a new project is created
Try it →
Comment is added in MeisterTask
Triggers the automation when a comment is added
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Checklist item is created in MeisterTask
Triggers the automation when a new checklist item is created
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Tag is applied to task in MeisterTask
Triggers the automation when a tag is added
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Tag is created in MeisterTask
Triggers the automation when a tag is added
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Section is created in MeisterTask
Triggers the automation when a section is created
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Person is created in MeisterTask
Triggers the automation when a new person is created
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Create task in MeisterTask
Creates a new task
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Update Task in MeisterTask
Updates the task with new information or changes
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Search task in MeisterTask
Searches for a task
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Search attachment in MeisterTask
Searches for an attachment
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Search Tag in MeisterTask
Searches for a tag
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Applied tag to task in MeisterTask
Categorize task by applying particular tag
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Create tag in MeisterTask
Generates a new tag
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Search person in MeisterTask
Retrieves information about a person
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Search section in MeisterTask
Searches for a section
Try it →
Search project in MeisterTask
Searches for a project
Try it →

What can you automate with Invoice Ninja + MeisterTask?

Streamline your financial and project management workflows with powerful, reliable automation designed for modern teams.

What you can automate?
🔄
Connect Invoice Creation to Project Tasks
Automatically generate a MeisterTask task the moment an invoice is created in Invoice Ninja, removing manual handoffs between billing and project delivery.
📋
Capture Every Invoice and Task Detail
Map all available fields from your Invoice Ninja invoices directly into MeisterTask task descriptions so your team receives comprehensive project context.
🔔
Alert the Right Team Members Instantly
Trigger instant notifications and team updates in communication apps the moment critical financial or project milestones are reached.
🔀
Route Workflows Based on Invoice Values
Apply conditional rules to route high-value invoices to priority project boards while standard invoices follow regular execution paths.
🔄
Keep Project Statuses and Ledgers Updated
Synchronise status updates across both apps so that completing a task or paying an invoice updates all related records automatically.
🔍
Prevent Duplicate Records Automatically
Search existing client and project records before creating new entries to keep your databases clean and free of duplicate clutter.
⏱️
Manage Later Status Changes Seamlessly
Handle invoice payments, cancellations, and project completions with automated workflows that reflect status shifts across your entire tech stack.
🌐
Extend Workflows to Supporting Business Apps
Connect your core Invoice Ninja and MeisterTask flows with team chat, cloud storage, spreadsheets, and email tools for complete operational coverage.
And much more...

Who is Invoice Ninja + MeisterTask integration for?

Connect Invoice Ninja and MeisterTask to streamline financial workflows, eliminate manual data entry, and keep project execution perfectly synchronised with your billing operations.

Financial managers
Financial managers
Project coordinators
Project coordinators
Account managers
Account managers
Operations directors
Operations directors
Billing specialists
Billing specialists
Business administrators
Business administrators
📈
Financial managers
You review revenue reports and project margins, but your financial ledgers only update when someone manually reconciles billing records, so your profitability figures are always days behind — with this integration, every new invoice lands in your tracking systems instantly and your numbers stay current.
Project coordinators
You need to kick off billable work the moment a client is billed, but manual handoffs mean tasks get created too late, causing project delays — connecting these apps means every invoice immediately generates execution tasks so your team starts work without delay.
🤝
Account managers
You answer to clients who want immediate status updates on deliverables and billing records, but disparate systems make status checks tedious — automating both apps means client updates flow effortlessly across platforms so you can answer inquiries with total confidence.
📊
Operations directors
Your business handles high volumes of invoices and tasks daily, and manual data re-entry creates bottlenecks that slow down your entire team — this integration means all administrative handoffs happen automatically so your operations scale smoothly without extra headcount.
💼
Billing specialists
You own the invoicing process and depend on upstream project teams to notify you when work concludes, but communication gaps lead to delayed billing — with this integration, completed project milestones automatically update your invoicing workflow so billing happens on time.
🗂️
Business administrators
You rely on complete historical records for auditing and compliance, but manual record-keeping leaves gaps between financial ledgers and task logs — automating these apps means every transaction and task creates an unshakeable audit trail.
Our team

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Why choose Integrately to automate Invoice Ninja + MeisterTask

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

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Invoice Ninja to MeisterTask?
Frequently Asked Questions
You can connect Invoice Ninja to MeisterTask instantly using 1-click ready workflows on Integrately or by using Integrately AI to build custom multi-step automations with apps like Slack, Google Drive, and Trello.
Can I automatically create a MeisterTask task when an Invoice Ninja invoice is created?
Frequently Asked Questions
Can I connect Invoice Ninja, MeisterTask, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and MeisterTask?
Frequently Asked Questions
How does Invoice Ninja handle client updates in this integration?
Frequently Asked Questions
Can MeisterTask tasks be updated when project statuses change?
Frequently Asked Questions
Do I need coding skills to set up Invoice Ninja and MeisterTask workflows?
Frequently Asked Questions
Is the Invoice Ninja and MeisterTask integration free?
Frequently Asked Questions
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You Can Also Connect Invoice Ninja or MeisterTask With 1500+ Other Apps

Invoice Ninja
Popular Invoice Ninja Integrations
Connect Invoice Ninja with payment gateways, accounting software, and CRM platforms to streamline your financial operations.
MeisterTask
Popular MeisterTask Integrations
Sync MeisterTask with project management platforms, developer tools, and productivity suites to optimize your team output.