Invoice Ninja + Perfit Integration

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1.

Client is deleted in Invoice Ninja Instant
Task is updated in Invoice Ninja Instant
Task is created in Invoice Ninja Instant
Expense is updated in Invoice Ninja Instant
Expense is created in Invoice Ninja Instant
Vendor is updated in Invoice Ninja Instant
Vendor is created in Invoice Ninja Instant
Credit is sent in Invoice Ninja Instant
Credit is created in Invoice Ninja Instant
Quote is deleted in Invoice Ninja Instant
Quote is approved in Invoice Ninja Instant
Quote is updated in Invoice Ninja Instant
Quote is sent in Invoice Ninja Instant
Invoice is deleted in Invoice Ninja Instant
Invoice is sent in Invoice Ninja Instant
Invoice is updated in Invoice Ninja Instant
Client is updated in Invoice Ninja Instant
Task is deleted 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

2.

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Ready Workflows for Invoice Ninja + Perfit Integration

Just click on the workflow you want to automate

Most popular automations

Create Perfit contact 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 contact should also be created in Perfit.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.

See more

When Invoice is created in Invoice Ninja > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Invoice is created in Invoice Ninja > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Invoice is created in Invoice Ninja > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Quote is created in Invoice Ninja > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Quote is created in Invoice Ninja > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Quote is created in Invoice Ninja > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Invoice is created in Invoice Ninja > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Invoice is created in Invoice Ninja > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Invoice Ninja + Perfit Integration

When Client is created in Invoice Ninja > Check condition > Create contact in Perfit

Invoice Ninja + Perfit Integration

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Top 10 Most Popular Invoice Ninja Automations from
Integrately Community

Just click on the workflow you want to automate

Create Invoice Ninja invoice for new Amelia booking

Create Invoice Ninja invoice for new Webflow order

Send SMS Idea message for new Invoice Ninja client

Create Invoice Ninja client from new WooCommerce customer

Create Invoice Ninja client for new WordPress user

Create Invoice Ninja invoice for new Amelia booking

Create Invoice Ninja invoice for new Webflow order

Send SMS Idea message for new Invoice Ninja client

Create Invoice Ninja client from new WooCommerce customer

Create Invoice Ninja client for new WordPress user

Send WhatsApp message for new Invoice Ninja Invoice Ninja

Send TextMagic message for new Invoice Ninja client

Share new Invoice Ninja order via WhatsApp message

Share new Invoice Ninja order via SMS Idea message

Create Notion database item from new Invoice Ninja order

Send WhatsApp message for new Invoice Ninja Invoice Ninja

Send TextMagic message for new Invoice Ninja client

Share new Invoice Ninja order via WhatsApp message

Share new Invoice Ninja order via SMS Idea message

Create Notion database item from new Invoice Ninja order

Top 10 Most Popular Perfit Automations from
Integrately Community

Most popular

01

Create Perfit contact for new WordPress user

02

Create Perfit contact for new CompanyHub record

03

Create Perfit contact for new Salesforce record

04

Create Perfit contact for new Notion database item

05

Create Perfit contact for new Stackby row

cloud

app integration

06

Create Perfit contact for new Quickblog user

07

Create Perfit contact for new Assembla ticket

08

Create Perfit contact for new Billsby order

09

Create Perfit contact for new Groove user

10

Create Perfit contact from new Thinkific contact

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Want to automate something else in your workflow?

You Can Also Connect Invoice Ninja or Perfit With 1400+ Other Apps

Invoice Ninja

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

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Perfit

Perfit is the email marketing software that helps you build and nurture your list, send beautiful responsive emails, manage subscribers and personalise campaigns based on subscriber activity. It also helps track campaign results.

See Perfit Integrations

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