Invoice Ninja + Microsoft Office 365 Integration

Integrate Invoice Ninja to Microsoft Office 365 in one click, or tell Integrately AI how you want each client handled. Send welcome emails, schedule calendar events, update contacts, and log invoices automatically.

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1.
  • Invoice Ninja
    Product is created 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
    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
    Expense is updated 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
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote 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
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
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Ready Workflows Ready Workflows for Invoice Ninja + Microsoft Office 365 Integration

Create contacts, send emails, schedule calendar events, and manage invoices, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Office 365 + Invoice Ninja Integration

Create Invoice Ninja task for new Microsoft Office 365 contact

In Microsoft Office 365, when you create a contact, it automatically creates a task in Invoice Ninja for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Microsoft Office 365 + Invoice Ninja Integration

Create Invoice Ninja task for new Microsoft Office 365 event

We all know the drill. You create {trigger.Event}} in your Microsoft Office 365, but then something comes up and you completely forget to create a corresponding task in your Invoice Ninja. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Invoice Ninja integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your Invoice Ninja. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Invoice Ninja + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Invoice Ninja client

Anytime a new client is added to your Invoice Ninja, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Invoice Ninja - Microsoft Office 365 integration, you can rest assured that your new client will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Invoice Ninja + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Invoice Ninja client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Invoice Ninja - Microsoft Office 365 integration, anytime a new Invoice Ninja client is created, an Microsoft Office 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Invoice Ninja + Microsoft Office 365 flow

Sync your financial records and communications with customer data, task boards, and email marketing campaigns. Pick a combination and activate it in one click.

Invoice Ninja
Microsoft Office 365
+
StripeStripe (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
+
TrelloTrello (3)
+
MailchimpMailchimp (3)
I
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When a payment is created in Invoice Ninja, create a charge in Stripe and send an email in Microsoft Office 365
Every Invoice Ninja payment logs a Stripe charge and triggers a Microsoft Office 365 email notification, keeping your financial records updated without manual entry.
I
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When a client is created in Invoice Ninja, create a customer in Stripe and create a contact in Microsoft Office 365
New Invoice Ninja clients immediately appear in Stripe as customers and in Microsoft Office 365 as contacts, eliminating duplicate data entry.
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When an invoice is created in Invoice Ninja, create an invoice in Stripe and send an email in Microsoft Office 365
Invoice Ninja invoices generate matching Stripe invoices and notify clients via Microsoft Office 365 email instantly.

Supported triggers and actions for Invoice Ninja and Microsoft Office 365

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
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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 created in Invoice Ninja
Triggers the automation when a vendor is created
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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
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
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
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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
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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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 sent in Invoice Ninja
Triggers the automation when a quote 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
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice 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
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
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Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
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Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote 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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Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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What can you automate with Invoice Ninja + Microsoft Office 365?

Streamline your billing, scheduling, and client communication workflows with ready-made automation sequences.

What you can automate?
🔄
Sync client data across platforms instantly
Create a Microsoft Office 365 contact automatically whenever a new client is created in Invoice Ninja, removing manual copy-pasting from your daily routine.
📋
Capture every submitted invoice field
Map line items, totals, and client details from Invoice Ninja directly into Microsoft Office 365 communications without losing critical transaction data.
🔔
Alert your team the moment events occur
Notify your staff via Microsoft Office 365 email as soon as an Invoice Ninja quote is approved or a payment is successfully received.
🔀
Route actions based on client details
Trigger specific email templates or calendar bookings in Microsoft Office 365 depending on the specific tier or value of the Invoice Ninja quote.
📝
Keep destinations updated as changes happen
Update existing Microsoft Office 365 contacts or calendar events automatically whenever client details or project scopes change in Invoice Ninja.
🔍
Prevent duplicate records before creation
Search existing Microsoft Office 365 contacts before creating new ones to maintain a clean and organised directory for your entire team.
⏱️
Handle later status changes smoothly
Automatically send follow-up emails or schedule calendar reviews when Invoice Ninja tasks are completed or payments are processed.
🔗
Extend your workflow to external apps
Connect your core Invoice Ninja and Microsoft Office 365 automation with tools like Slack or QuickBooks Online to build multi-app pipelines.
And much more...

Who is Invoice Ninja + Microsoft Office 365 integration for?

Connecting Invoice Ninja and Microsoft Office 365 eliminates manual data entry between your billing records and team communications, helping busy professionals keep operations accurate.

Financial accountants
Financial accountants
Sales representatives
Sales representatives
Account executives
Account executives
Billing specialists
Billing specialists
Project managers
Project managers
Operations directors
Operations directors
📈
Financial accountants
You're reconciling invoice payments manually because your financial records only update when someone exports reports, so your revenue numbers are always hours behind — with this integration, every payment lands in your sheets instantly and your data stays current.
Sales representatives
You need to schedule client meetings immediately after quotes are signed, but you find out too late because proposal updates sit unread in your inbox — with this integration, every approved quote triggers calendar events instantly and your pipeline moves faster.
🤝
Account executives
You answer to clients who want to see progress reports on their onboarding tasks, but gathering the data takes hours of digging through separate systems — with this integration, every new client record populates your shared workspace automatically.
📊
Billing specialists
The volume of new invoices and payments is too high for anyone to keep up by hand without making costly data entry errors — with this integration, every transaction syncs across platforms securely without manual intervention.
👥
Project managers
You own the project kickoff stage and depend on someone upstream to hand over client details before you can begin work — with this integration, every new client creation triggers task generation immediately.
📁
Operations directors
You need a reliable audit history for client records and keep finding frustrating gaps where manual exports were missed — with this integration, every record is captured automatically from the moment it is created.
Our team

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Why choose Integrately to automate Invoice Ninja + Microsoft Office 365

Build and manage your Invoice Ninja + Microsoft Office 365 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 + Microsoft Office 365 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?

1
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Frequently Asked Questions

How do I connect Invoice Ninja to Microsoft Office 365?
Frequently Asked Questions
You can connect Invoice Ninja to Microsoft Office 365 in 1-click using ready templates on Integrately, alongside tools like Stripe, Slack, and QuickBooks Online. Use Integrately AI to customise your workflow instantly.
Can I automatically sync new Invoice Ninja clients as Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Invoice Ninja, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Microsoft Office 365?
Frequently Asked Questions
How are client updates handled between Invoice Ninja and Microsoft Office 365?
Frequently Asked Questions
Can I trigger calendar events in Microsoft Office 365 from Invoice Ninja quotes?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Microsoft Office 365?
Frequently Asked Questions
Is the Invoice Ninja and Microsoft Office 365 integration free?
Frequently Asked Questions
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You Can Also Connect Invoice Ninja or Microsoft Office 365 With 1500+ Other Apps

Invoice Ninja
Popular Invoice Ninja Integrations
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Microsoft Office 365
Popular Microsoft Office 365 Integrations
Sync Microsoft Office 365 with CRM, customer support, and document management platforms to keep your communication channels updated.