Invoice Ninja + Pipedrive Integration

Integrate Invoice Ninja to Pipedrive in one click, or tell Integrately AI how you want each invoice handled. Track revenue, update your CRM, alert your team, 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
    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
    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
    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
    Project is updated in Invoice Ninja Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Product is created 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
    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
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.

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Ready Workflows Ready Workflows for Invoice Ninja + Pipedrive Integration

Create deals, organise client details, keep your CRM updated, alert your sales team, and trigger follow-ups, all in just one click.

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

Create Invoice Ninja client from new Pipedrive organization

If you have created a organization in Pipedrive, it's important to create a client in Invoice Ninja. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Pipedrive + Invoice Ninja Integration

Create Invoice Ninja order for new Pipedrive deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Pipedrive and Invoice Ninja work together to make accounting and bookkeeping simple.

When you create a deal in Pipedrive, it will automatically create an order in Invoice Ninja. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Pipedrive and Invoice Ninja.
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Pipedrive + Invoice Ninja Integration

Create Invoice Ninja client for new Pipedrive person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Invoice Ninja client and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Pipedrive + Invoice Ninja Integration

Create Invoice Ninja task for new Pipedrive person

Invoice Ninja and Pipedrive are two powerful cloud-based tools that can be used to improve business productivity. Using this Invoice Ninja - Pipedrive integration, you can automatically create task in Invoice Ninja whenever a new person is created in Pipedrive.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Invoice Ninja + Pipedrive Integration

Create Pipedrive person 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 - Pipedrive integration, anytime a new Invoice Ninja client is created, an Pipedrive person 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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  • 1of2
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 + Pipedrive flow

Streamline your billing and CRM pipeline by syncing data across email, messaging, and finance tools. Pick a combination and activate it in one click.

Invoice Ninja
Pipedrive
+
GmailGmail (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
I
P
G
Create a Pipedrive deal from every new Invoice Ninja invoice, and send a notification in Gmail
New Invoice Ninja invoices instantly create Pipedrive deals while Gmail alerts your team, eliminating manual data entry.
I
P
G
Update your Pipedrive deal when an Invoice Ninja payment is received, and email your team via Gmail
Payment updates in Invoice Ninja sync directly to Pipedrive while Gmail notifies stakeholders instantly.
I
P
G
When an Invoice Ninja quote is approved, update Pipedrive and send a confirmation email in Gmail
Approved quotes in Invoice Ninja update Pipedrive deal stages and trigger Gmail notifications automatically.

Supported triggers and actions for Invoice Ninja and Pipedrive

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
Try it โ†’
Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it โ†’
Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it โ†’
Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
Try it โ†’
Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
Try it โ†’
Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
Try it โ†’
Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it โ†’
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
Try it โ†’
Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
Try it โ†’
Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
Try it โ†’
Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
Try it โ†’
Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
Try it โ†’
Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
Try it โ†’
Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
Try it โ†’
Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
Try it โ†’
Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
Try it โ†’
Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
Try it โ†’
Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
Try it โ†’
Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
Try it โ†’
Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
Try it โ†’
Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
Try it โ†’
Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
Try it โ†’
Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
Try it โ†’
Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
Try it โ†’
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it โ†’
Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it โ†’
Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
Try it โ†’
Instant
Client is created in Invoice Ninja
Triggers the automation when a new client is created
Try it โ†’
Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
Try it โ†’
Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
Try it โ†’
Create client in Invoice Ninja
Generates a new client profile
Try it โ†’
Search client in Invoice Ninja
Searches for a client
Try it โ†’
Update client in Invoice Ninja
Updates client information
Try it โ†’
Create invoice in Invoice Ninja
Generates invoices for sales transactions
Try it โ†’
Search invoice in Invoice Ninja
Locates and retrieves invoices with
Try it โ†’
Update invoice in Invoice Ninja
Updates invoice details based on new information
Try it โ†’
Create task in Invoice Ninja
Creates a new task
Try it โ†’
Create quote in Invoice Ninja
Generates a new quote with pre-filled information
Try it โ†’
Search quote in Invoice Ninja
Searches for a quote
Try it โ†’
Update quote in Invoice Ninja
Updates the existing quote with new information
Try it โ†’
Create payment in Invoice Ninja
Generates and process a payment transaction
Try it โ†’
Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
Try it โ†’
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
Try it โ†’
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
Try it โ†’
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
Try it โ†’
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it โ†’
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it โ†’
Deal matches filter in Pipedrive
Try it โ†’
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it โ†’
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it โ†’
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it โ†’
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
Try it โ†’
Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
Try it โ†’
Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it โ†’
Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it โ†’
Organization matches filter in Pipedrive
Try it โ†’
Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it โ†’
Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it โ†’
Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it โ†’
Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
Try it โ†’
Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
Try it โ†’
Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
Try it โ†’
Create activity in Pipedrive
Generates a new activity or task
Try it โ†’
Update activity in Pipedrive
Updates the activity with the latest information
Try it โ†’
Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
Try it โ†’
Create deal in Pipedrive
Generates a new deal
Try it โ†’
Update deal in Pipedrive
Updates deal information based on new criteria or changes
Try it โ†’
Search deal in Pipedrive
Searches for a deal
Try it โ†’
Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
Try it โ†’
Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
Try it โ†’
Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
Try it โ†’
Create lead in Pipedrive
Generates new leads for potential customers
Try it โ†’
Convert lead to deal in Pipedrive
Converts a lead into a deal
Try it โ†’
Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
Try it โ†’
Search lead in Pipedrive
Searches for a lead
Try it โ†’
Delete deal in Pipedrive
Deletes a deal
Try it โ†’
Create organization in Pipedrive
Generates a new organization
Try it โ†’
Update organization in Pipedrive
Updates organization information
Try it โ†’
Search organization in Pipedrive
Finds and retrieves information about a organization
Try it โ†’
Get organization by id in Pipedrive
Retrieves details of an organization using ID
Try it โ†’
Delete organization in Pipedrive
Deletes an organization
Try it โ†’
Create person in Pipedrive
Generates a new person
Try it โ†’
Update person in Pipedrive
Updates the information of a person
Try it โ†’
Search person in Pipedrive
Retrieves information about a person
Try it โ†’
Get person by id in Pipedrive
Retrieves a person's information by their id
Try it โ†’
Delete person in Pipedrive
Deletes a person
Try it โ†’
Create product in Pipedrive
Generates and launch new products
Try it โ†’
Update product in Pipedrive
Updates product information
Try it โ†’
Search product in Pipedrive
Searches for a product
Try it โ†’
Get product by id in Pipedrive
Retrieves product information using its id
Try it โ†’
Get product variations in Pipedrive
Retrieves variations of a product
Try it โ†’
Delete product in Pipedrive
Deletes a product
Try it โ†’
Add follower in Pipedrive
Increase your follower count
Try it โ†’
Create note in Pipedrive
Creates a new note in the particular format
Try it โ†’
Update note in Pipedrive
Updates a note with new information
Try it โ†’
Search note in Pipedrive
Searches for a note
Try it โ†’
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it โ†’
Get user by id in Pipedrive
Retrieves user information using their id
Try it โ†’
Search user by email in Pipedrive
Searches for a user using email address
Try it โ†’
Search user by name in Pipedrive
Searches for a user using the name
Try it โ†’

What can you automate with Invoice Ninja + Pipedrive?

Connect Invoice Ninja and Pipedrive to automate your entire billing and CRM workflow from end to end.

What you can automate?
๐Ÿงพ
Create deals from new invoices automatically
Turn every new Invoice Ninja invoice into an active Pipedrive deal the moment it is issued. Your sales pipeline updates without manual intervention.
๐Ÿ“
Capture every submitted client and quote field
Map all invoice line items, client details, and quote statuses into your CRM instead of just basic names. Your deal records become comprehensive.
๐Ÿ””
Alert your sales team the second a payment arrives
Send instant notifications to your team in Slack or Gmail whenever a payment is registered in Invoice Ninja. Keep stakeholders informed immediately.
๐Ÿ”€
Route deals based on invoice amounts or tiers
Apply custom logic to route high-value invoices to senior account executives while standard deals follow regular pipeline paths in Pipedrive.
๐Ÿ”„
Keep deal stages synchronized as quotes change
Update Pipedrive deal stages automatically whenever quotes are sent, approved, or modified in Invoice Ninja. Avoid manual status juggling.
๐Ÿ”
Search and update existing records to prevent duplicates
Check if a client or organization already exists in Pipedrive before creating a new entry, keeping your database clean and organized.
๐Ÿ’ณ
Handle payment milestones and credit updates
Automatically update deal values and milestones when credits are issued or partial payments are logged in Invoice Ninja.
๐ŸŒ
Extend your workflow with messaging and sheets
Connect your core pair with Slack, Google Sheets, or QuickBooks to build a multi-step revenue pipeline that handles your entire operation.
And much more...

Who is Invoice Ninja + Pipedrive integration for?

Revenue teams, sales managers, and finance specialists use this integration to eliminate manual data entry, streamline pipeline tracking, and keep financial records perfectly synchronized.

Financial analysts
Financial analysts
Sales executives
Sales executives
Account managers
Account managers
Billing specialists
Billing specialists
Sales operations teams
Sales operations teams
Customer support leads
Customer support leads
๐Ÿ“ˆ
Financial analysts
You're pulling invoice and payment reports by hand every week, but your pipeline metrics only update when someone manually reconciles records, so the revenue numbers you're reviewing are always a few hours behind โ€” with this integration, every new invoice lands in your CRM instantly and your financial data stays current.
โšก
Sales executives
You need to act fast when new client billing is finalized, but you find out about approved quotes too late to start upselling, so opportunities stall before closing โ€” with this integration, every quote approval updates your pipeline instantly and your deal stages stay accurate.
๐Ÿค
Account managers
You answer to clients who want immediate confirmation of their payments and contract renewals, but manual logging delays your updates, so accounts have to ask for status reports โ€” with this integration, every transaction updates your CRM automatically and your client history is always transparent.
๐Ÿ“‹
Billing specialists
The volume of new client accounts and issued invoices is too high for anyone to keep up by hand, so manual entry errors creep into your records every day โ€” with this integration, every new record populates your databases automatically and your operational accuracy stays high.
๐Ÿ”„
Sales operations teams
You own the handoff from signed quote to active customer, but you depend on billing staff to manually notify you when invoices are paid, so deals sit idle in the pipeline โ€” with this integration, every payment status change triggers your CRM updates instantly and handoffs happen without friction.
๐Ÿ—‚๏ธ
Customer support leads
You need a reliable customer history to handle billing inquiries, but you keep finding gaps between your invoicing app and CRM records, so support agents waste time cross-referencing tabs โ€” with this integration, every client detail synchronizes across platforms and your support team has complete visibility.
Our team

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Why choose Integrately to automate Invoice Ninja + Pipedrive

Build and manage your Invoice Ninja + Pipedrive 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 + Pipedrive 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 โ€” 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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Frequently Asked Questions

How do I connect Invoice Ninja to Pipedrive?
Frequently Asked Questions
You can connect Invoice Ninja to Pipedrive in 1 click using ready-made templates or ask Integrately AI to build the automation. It links seamlessly with tools like Gmail, Slack, and QuickBooks Online.
Can I automatically create Pipedrive deals when Invoice Ninja invoices are issued?
Frequently Asked Questions
Can I connect Invoice Ninja, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Pipedrive?
Frequently Asked Questions
How does Invoice Ninja handle client data synchronization in this integration?
Frequently Asked Questions
Can Pipedrive deal stages update automatically when Invoice Ninja quotes are approved?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Pipedrive?
Frequently Asked Questions
Is the Invoice Ninja and Pipedrive integration free?
Frequently Asked Questions
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