Invoice Ninja + Salesforce Marketing Cloud Integration

Connect Invoice Ninja to Salesforce Marketing Cloud - Automate your workflows in 1-click

Invoice Ninja automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. Set up Salesforce Marketing Cloud automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Combine the benefits of both with Integrately’s Invoice Ninja + Salesforce Marketing Cloud integration.
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Invoice Ninja + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Invoice Ninja client

Anytime a new client is added to your Invoice Ninja, automatically send them a email through Salesforce Marketing Cloud 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 - Salesforce Marketing Cloud 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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Invoice Ninja + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

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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Invoice Ninja + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new Invoice Ninja client

If you're using Invoice Ninja to manage your sales leads, it's important to also use Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

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 + Salesforce Marketing Cloud Integration
1.
  • Invoice Ninja
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Task is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is created 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 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
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

  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud

    Automatically adds a new record to a data extension within a particular system

  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud

    Automatically updates or inserts a record into a data extension to ensure that it's up-to-date

  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud

    Automatically sends a transactional email using TriggerSend

  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud

    Automatically adds new users to the subscription list

  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud

    Automatically confirm the validity of an email address

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750 Tasks
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2,000 Tasks
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Integrate Invoice Ninja & Salesforce Marketing Cloud In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Invoice Ninja or Salesforce Marketing Cloud 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!

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Salesforce Marketing Cloud is an integrated platform that helps marketers deliver personalized experiences across every customer touchpoint, every channel, every device—across the entire customer journey.

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