Invoice Ninja + RD Station Integration

Connect Invoice Ninja to RD Station - Automate your workflows in 1-click

Invoice Ninja automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Set up RD Station automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Invoice Ninja & RD Station using Integrately.
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RD Station + Invoice Ninja Integration

Create Invoice Ninja client for new RD Station conversion event

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 RD Station conversion event 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 + RD Station Integration

Create RD Station conversion event 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 conversion event should also be created in RD Station.

This will ensure that all future correspondence with the customer is tracked and attributed to that conversion event, 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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Invoice Ninja + RD Station Integration

Create RD Station conversion event for new Invoice Ninja client

If you're using Invoice Ninja to manage your sales leads, it's important to also use RD Station 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 conversion event will automatically be created in RD Station.

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

Create Invoice Ninja task for new RD Station conversion event

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

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 + RD Station Integration
1.
  • Invoice Ninja
    Task is created 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
    Invoice is sent 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
    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
    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
  • RD Station
    Lead is converted in RD Station

    Triggers the automation whenever a lead is successfully converted

    Instant
  • RD Station
    Lead is marked as opportunity in RD Station

    Triggers the automation whenever a lead is marked as an opportunity

    Instant
2.
  • Invoice Ninja
    Create client in Invoice Ninja

    Automatically generates a new client profile

  • Invoice Ninja
    Search client in Invoice Ninja

    Automatically searches for a client

  • Invoice Ninja
    Update client in Invoice Ninja

    Automatically updates client information

  • Invoice Ninja
    Create invoice in Invoice Ninja

    Automatically generates invoices for sales transactions

  • Invoice Ninja
    Search invoice in Invoice Ninja

    Automatically locate and retrieve invoices with

  • Invoice Ninja
    Update invoice in Invoice Ninja

    Automatically updates invoice details based on new information

  • Invoice Ninja
    Create task in Invoice Ninja

    Automatically creates a new task

  • Invoice Ninja
    Create quote in Invoice Ninja

    Automatically generates a new quote with pre-filled information

  • Invoice Ninja
    Search quote in Invoice Ninja

    Automatically searches for a quote

  • Invoice Ninja
    Update quote in Invoice Ninja

    Automatically updates the existing quote with new information

  • Invoice Ninja
    Create payment in Invoice Ninja

    Automatically generates and process a payment transaction

  • RD Station
    Conversion Event in RD Station

    Automatically creates a conversion event

  • RD Station
    Deal won in RD Station

    Triggers the automation whenever a deal is won

  • RD Station
    Deal lost in RD Station

    Triggers the automation whenever a deal is lost

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750 Tasks
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Integrate Invoice Ninja & RD Station In 1 Click
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