Invoice Ninja + Refersion Integration

Connect Invoice Ninja to Refersion - Automate your workflows in 1-click

Invoice Ninja automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Refersion automations help you streamline order processing, manage inventory levels, and improve customer communication. Skip the manual back and forth! Easily automate the flow of data between Invoice Ninja & Refersion using Integrately.
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Invoice Ninja + Refersion Integration

Create Refersion affiliate for new Invoice Ninja client

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

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 + Refersion Integration

Create Refersion affiliate 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 affiliate should also be created in Refersion.

This will ensure that all future correspondence with the customer is tracked and attributed to that affiliate, 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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Refersion + Invoice Ninja Integration

Create Invoice Ninja client for new Refersion affiliate

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 Refersion affiliate 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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Refersion + Invoice Ninja Integration

Create Invoice Ninja task for new Refersion affiliate

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

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 + Refersion Integration
1.
  • Invoice Ninja
    Vendor is created 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
    Invoice is updated 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
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is updated in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is created in Invoice Ninja Instant
  • Invoice Ninja
    Product is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Product is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is created in Invoice Ninja Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Project is updated 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
  • Refersion
    Affiliate is created in Refersion

    Triggers the automation whenever a new affiliate is added

    Instant
  • Refersion
    Conversion is created in Refersion

    Triggers the automation whenever a conversion occurs

    Instant
  • Refersion
    Affiliate status is changed in Refersion

    Triggers the automation whenever affiliate status changes

    Instant
  • Refersion
    Affiliate details are changed in Refersion

    Triggers the automation whenever affiliate details are updated

    Instant
  • Refersion
    Conversion is approved in Refersion

    Triggers the automation whenever a conversion is successful

    Instant
  • Refersion
    Conversion is denied in Refersion

    Triggers the automation whenever a conversion fails

    Instant
  • Refersion
    Conversion trigger is created in Refersion

    Triggers the automation whenever a conversion occurs

    Instant
  • Refersion
    Payment is created in Refersion

    Triggers the automation whenever a new payment is created

    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

  • Refersion
    Create affiliate in Refersion

    Automatically generates unique referral links for affiliate partners

  • Refersion
    Search affiliate in Refersion

    Automatically searches for a particular affiliate partner

  • Refersion
    Get affiliate in Refersion

    Automatically retrieves details of an affiliate partner

  • Refersion
    Add conversion cancellation in Refersion

    Automatically cancel conversions in progress to prevent incorrect data tracking

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Integrate Invoice Ninja & Refersion In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Invoice Ninja or Refersion With 1200+ Other Apps

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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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Refersion is a powerful affiliate network management solution. It's designed to give merchants complete control over all aspects of their affiliate marketing programs, helping them grow and manage profitable affiliate networks.

See Refersion Integrations

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