Invoice Ninja + PlatoForms Integration

Connect Invoice Ninja to PlatoForms in 1 click

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1.
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote 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
    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
  • PlatoForms
    New submission in PlatoForms Instant
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2.

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Ready Workflows Ready Workflows   for Invoice Ninja + PlatoForms Integration

Just click on the workflow you want to automate

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

Create Invoice Ninja task for new PlatoForms response

It's important to stay on top of your customer relationships, and one way to do that is to create Invoice Ninja tasks for new PlatoForms responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Invoice Ninja task for new PlatoForms response received today - your customers will thank you for it!
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PlatoForms + Invoice Ninja Integration

Create Invoice Ninja client for new PlatoForms response

When someone completes your PlatoForms, a new client is automatically created in your Invoice Ninja. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the PlatoForms is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Invoice Ninja integration set up makes it easy to manage your customer relationships and grow your business.
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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 PlatoForms Automations from
Integrately Community

Most popularmost-popular-automations
01
PlatoForms logo
Microsoft Excel logo
Create Microsoft Excel row for new PlatoForms response
02
PlatoForms logo
MessageBird logo
Send MessageBird message for new PlatoForms response
03
PlatoForms logo
ClickSend SMS logo
Send ClickSend SMS message for new PlatoForms response
04
PlatoForms logo
Twilio logo
Send Twilio sms for new PlatoForms response
05
PlatoForms logo
SendGrid logo
Send SendGrid email for new PlatoForms response
cloud
PlatoForms
app integration
06
PlatoForms logo
Telnyx logo
Send Telnyx message for new PlatoForms response
07
PlatoForms logo
SMS Idea logo
Send SMS Idea message for new PlatoForms response
08
PlatoForms logo
sms77 logo
Send sms77 message for new PlatoForms response
09
PlatoForms logo
Burst SMS logo
Send Burst SMS message for new PlatoForms response
10
PlatoForms logo
Postmark logo
Send Postmark message for new PlatoForms response
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Want to automate something else in your workflow?

You Can Also Connect Invoice Ninja or PlatoForms 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!
PlatoForms
PlatoForms
PlatoForms is a cloud service that converts your PDF forms to interactive web forms. It's simple and easy to use, and it works with both Google Chrome and Firefox.