Invoice Ninja + RingCentral Integration

Integrate Invoice Ninja to RingCentral in one click, or tell Integrately AI how you want each invoice handled. Create invoices, trigger RingCentral SMS notifications, update your records, and streamline your client communication automatically.

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1.
  • Invoice Ninja
    Expense is updated 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
    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 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
  • RingCentral
    Call is recorded in RingCentral
  • RingCentral
    SMS is received in RingCentral Instant
  • RingCentral
    Call is missed in RingCentral Instant
  • RingCentral
    Call is received in RingCentral Instant
  • RingCentral
    Voicemail received in RingCentral Instant
Arrow Right
2.
  • Invoice Ninja
    Create client in Invoice Ninja
  • Invoice Ninja
    Search client in Invoice Ninja
  • Invoice Ninja
    Update client in Invoice Ninja
  • Invoice Ninja
    Create invoice in Invoice Ninja
  • Invoice Ninja
    Search invoice in Invoice Ninja
  • Invoice Ninja
    Update invoice in Invoice Ninja
  • Invoice Ninja
    Create task in Invoice Ninja
  • Invoice Ninja
    Create quote in Invoice Ninja
  • Invoice Ninja
    Search quote in Invoice Ninja
  • Invoice Ninja
    Update quote in Invoice Ninja
  • Invoice Ninja
    Create payment in Invoice Ninja
  • RingCentral
    Create contact in RingCentral
  • RingCentral
    Send SMS in RingCentral
  • RingCentral
    Generate Ringout Call in RingCentral
  • RingCentral
    Search User in RingCentral

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Ready Workflows Ready Workflows for Invoice Ninja + RingCentral Integration

Send texts for new invoices, notify teams when payments are created, log client updates, and keep records synced, all in just one click.

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

Send RingCentral message for new Invoice Ninja client

Anytime a new client is added to your Invoice Ninja, automatically send them a message through RingCentral letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Invoice Ninja - RingCentral integration, you can rest assured that your new client will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Invoice Ninja + RingCentral flow

Streamline your billing and communication by connecting finance, CRM, and messaging tools. Pick a combination and activate it in one click.

Invoice Ninja
RingCentral
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
+
HubSpotHubSpot (3)
I
S
R
Create a customer in Stripe when an invoice is created in Invoice Ninja, and send a confirmation SMS in RingCentral
New Invoice Ninja invoices instantly create customers in Stripe while RingCentral sends an SMS confirmation, eliminating manual billing updates.
I
S
R
Record a payment in Stripe when a payment is created in Invoice Ninja, and notify your team via RingCentral SMS
Payment records flow from Invoice Ninja into Stripe automatically, triggering an immediate RingCentral SMS alert to your finance team.
I
S
R
Update customer details in Stripe when a client is updated in Invoice Ninja, and send an update notice via RingCentral
Client profile updates in Invoice Ninja sync straight to Stripe while RingCentral texts your team about the change.

Supported triggers and actions for Invoice Ninja and RingCentral

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
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Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
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Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
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Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
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Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
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Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
Try it →
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
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Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
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Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
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Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
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Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
Try it →
Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
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Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it →
Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
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Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
Try it →
Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
Try it →
Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
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Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
Try it →
Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
Try it →
Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
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Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
Try it →
Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
Try it →
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
Try it →
Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it →
Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
Try it →
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
Try it →
Instant
Client is created in Invoice Ninja
Triggers the automation when a new client is created
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Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
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Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
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Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
Try it →
Create client in Invoice Ninja
Generates a new client profile
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Search client in Invoice Ninja
Searches for a client
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Update client in Invoice Ninja
Updates client information
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Create invoice in Invoice Ninja
Generates invoices for sales transactions
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Search invoice in Invoice Ninja
Locates and retrieves invoices with
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Update invoice in Invoice Ninja
Updates invoice details based on new information
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Create task in Invoice Ninja
Creates a new task
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Create quote in Invoice Ninja
Generates a new quote with pre-filled information
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Search quote in Invoice Ninja
Searches for a quote
Try it →
Update quote in Invoice Ninja
Updates the existing quote with new information
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Create payment in Invoice Ninja
Generates and process a payment transaction
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RingCentral
RingCentral Triggers & Actions
Call is recorded in RingCentral
Triggers the automation when a call is recorded
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Instant
SMS is received in RingCentral
Triggers the automation when a new text message is received
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Instant
Call is missed in RingCentral
Triggers the automation when a call is missed
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Instant
Call is received in RingCentral
Triggers the automation when a call is received
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Instant
Voicemail received in RingCentral
Triggers the automation when a voicemail is received
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Create contact in RingCentral
Adds a new contact to the RingCentral app
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Send SMS in RingCentral
Sends a text message to particular recipients
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Generate Ringout Call in RingCentral
Initiates a phone call and connect two parties for a ringout conversation
Try it →
Search User in RingCentral
Searches for a user
Try it →

What can you automate with Invoice Ninja + RingCentral?

Streamline billing operations and client outreach with powerful, ready-to-run automation recipes.

What you can automate?
🧾
Trigger SMS alerts for new invoices
Send a RingCentral text message automatically the moment an invoice is created in Invoice Ninja, ensuring clients receive billing notices right away.
📊
Capture every submitted invoice field
Map itemized invoice details, amounts, and client numbers directly into your communication workflows instead of copying data manually.
🔔
Notify the right team member instantly
Disptach immediate RingCentral SMS alerts to finance or sales staff whenever a payment is registered in Invoice Ninja.
🔀
Route communications based on invoice tags
Send specialized RingCentral messages depending on specific tags or custom fields submitted within your Invoice Ninja records.
🔄
Keep client records updated continuously
Automatically synchronize client profile changes between Invoice Ninja and your communication tools without missing a beat.
🛡️
Prevent duplicate client entries
Search existing databases before creating new contacts to ensure your messaging workflows target clean, unique profiles.
💳
Handle payment status updates dynamically
Trigger automated receipt messages and confirmation texts the second a payment status changes to complete in Invoice Ninja.
🌐
Extend your workflow to external apps
Connect your Invoice Ninja and RingCentral core flow directly into HubSpot, Google Sheets, or Slack to build multi-app pipelines.
And much more...

Who is Invoice Ninja + RingCentral integration for?

Connecting billing events to team communications eliminates administrative lag for professionals managing client accounts and revenue operations.

Financial Controllers
Financial Controllers
Sales Managers
Sales Managers
Account Managers
Account Managers
Billing Specialists
Billing Specialists
Operations Leads
Operations Leads
Support Leads
Support Leads
📈
Financial Controllers
You review revenue reports and cash flow summaries, but your ledger numbers lag behind real-time billing activity because manual data entry takes hours — integrating these apps means every new invoice and payment syncs instantly and your financial dashboards stay current.
⚡
Sales Managers
You need to act fast on customer transactions, but your team finds out about settled invoices hours after the fact, causing missed upsell opportunities — with this integration, every payment triggers instant RingCentral alerts so your reps can follow up immediately.
🤝
Account Managers
You answer to clients who want immediate confirmation of their billing status, but tracking down receipts across separate platforms slows down your response time — automating both apps means client communications dispatch the second invoices are issued.
📋
Billing Specialists
The volume of client invoices and payment records is too high for anyone to keep up by hand, leading to costly duplicate entries and missed follow-ups — connecting these apps means routine administrative tasks run autonomously without manual oversight.
🔄
Operations Leads
You depend on upstream billing data to trigger downstream fulfillment and client communication steps, but manual handoffs cause frustrating bottlenecks — this integration means every invoice creation seamlessly drives your communication workflow.
📁
Support Leads
You need a reliable history of client billing interactions, but your communication logs keep turning up gaps when staff forget to document text notifications — automating both apps means every interaction is recorded accurately and consistently.
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Why choose Integrately to automate Invoice Ninja + RingCentral

Build and manage your Invoice Ninja + RingCentral 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 + RingCentral 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 — 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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How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Invoice Ninja to RingCentral?
Frequently Asked Questions
You can connect Invoice Ninja to RingCentral in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It takes seconds to link your accounts alongside tools like Slack, Gmail, and Google Sheets.
Can I automatically send an SMS via RingCentral when a new invoice is created in Invoice Ninja?
Frequently Asked Questions
Can I connect Invoice Ninja, RingCentral, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and RingCentral?
Frequently Asked Questions
How does Invoice Ninja handle client data updates in this integration?
Frequently Asked Questions
How do RingCentral triggers work with Invoice Ninja actions?
Frequently Asked Questions
Can I set up this automation without writing code?
Frequently Asked Questions
Is the Invoice Ninja and RingCentral integration free?
Frequently Asked Questions
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