Invoice Ninja + Platform.ly Integration

Connect Invoice Ninja to Platform.ly in 1 click

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1.
  • Invoice Ninja
    Expense is created 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
    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 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
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
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2.

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Ready Workflows Ready Workflows   for Invoice Ninja + Platform.ly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Platform.ly + Invoice Ninja Integration

Create Invoice Ninja client for new Platform.ly contact

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 Platform.ly contact 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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Invoice Ninja + Platform.ly Integration

Create Platform.ly contact for new Invoice Ninja client

If you're using Invoice Ninja to manage your sales leads, it's important to also use Platform.ly to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new client is created in Invoice Ninja, a corresponding contact will automatically be created in Platform.ly.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Invoice Ninja + Platform.ly Integration

Create Platform.ly 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 Platform.ly.

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.
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Platform.ly + Invoice Ninja Integration

Create Invoice Ninja task for new Platform.ly contact

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

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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Automations

Top 10 Most Popular Invoice Ninja Automations from
Integrately Community

Just click on the workflow you want to automate

Amelia logo
Invoice Ninja logo
Create Invoice Ninja invoice for new Amelia booking
Activate
Webflow (Legacy) logo
Invoice Ninja logo
Create Invoice Ninja invoice for new Webflow order
Activate
Invoice Ninja logo
SMS Idea logo
Send SMS Idea message for new Invoice Ninja client
Activate
WooCommerce logo
Invoice Ninja logo
Create Invoice Ninja client from new WooCommerce customer
Activate
WordPress logo
Invoice Ninja logo
Create Invoice Ninja client for new WordPress user
Activate
Amelia logo
Invoice Ninja logo
Create Invoice Ninja invoice for new Amelia booking
Activate
Webflow (Legacy) logo
Invoice Ninja logo
Create Invoice Ninja invoice for new Webflow order
Activate
Invoice Ninja logo
SMS Idea logo
Send SMS Idea message for new Invoice Ninja client
Activate
WooCommerce logo
Invoice Ninja logo
Create Invoice Ninja client from new WooCommerce customer
Activate
WordPress logo
Invoice Ninja logo
Create Invoice Ninja client for new WordPress user
Activate
Invoice Ninja logo
WhatsApp logo
Send WhatsApp message for new Invoice Ninja Invoice Ninja
Activate
Invoice Ninja logo
TextMagic logo
Send TextMagic message for new Invoice Ninja client
Activate
Invoice Ninja logo
WhatsApp logo
Share new Invoice Ninja order via WhatsApp message
Activate
Invoice Ninja logo
SMS Idea logo
Share new Invoice Ninja order via SMS Idea message
Activate
Invoice Ninja logo
Notion logo
Create Notion database item from new Invoice Ninja order
Activate
Invoice Ninja logo
WhatsApp logo
Send WhatsApp message for new Invoice Ninja Invoice Ninja
Activate
Invoice Ninja logo
TextMagic logo
Send TextMagic message for new Invoice Ninja client
Activate
Invoice Ninja logo
WhatsApp logo
Share new Invoice Ninja order via WhatsApp message
Activate
Invoice Ninja logo
SMS Idea logo
Share new Invoice Ninja order via SMS Idea message
Activate
Invoice Ninja logo
Notion logo
Create Notion database item from new Invoice Ninja order
Activate

Top 10 Most Popular Platform.ly Automations from
Integrately Community

Most popularmost-popular-automations
01
Quriobot logo
Platform.ly logo
Create Platform.ly contact for new Quriobot response
02
Swipe Pages logo
Platform.ly logo
Create Platform.ly contact for new Swipe Pages response
03
SendFox logo
Platform.ly logo
Create Platform.ly contact for new SendFox contact
04
Elementor Forms logo
Platform.ly logo
Create Platform.ly contact for new Elementor Forms form submission
05
Webflow (Legacy) logo
Platform.ly logo
Create Platform.ly contact for new Webflow form submission
cloud
Platform.ly
app integration
06
Simvoly logo
Platform.ly logo
Create Platform.ly contact for new Simvoly form submission
07
WPForms logo
Platform.ly logo
Create Platform.ly contact for new WPForms form submission
08
Mautic logo
Platform.ly logo
Create Platform.ly contact for new Mautic form submission
09
Ontraport logo
Platform.ly logo
Create Platform.ly contact for new Ontraport response
10
Survey Monkey logo
Platform.ly logo
Create Platform.ly contact for new Survey Monkey survey response
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How Integrately Works?

1
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2
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3
Automation is ready
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Invoice Ninja or Platform.ly With 1400+ Other Apps

Invoice Ninja
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!
Platform.ly
Platform.ly
Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.