Invoice Ninja + Textline Integration

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Invoice Ninja + Textline Integration

Create Textline contact for new Invoice Ninja client

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

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 + Textline Integration

Send Textline message for new Invoice Ninja client

Anytime a new client is added to your Invoice Ninja, automatically send them a message through Textline 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 - Textline 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 + Textline Integration

Create Textline 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 Textline.

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 + Textline Integration
1.
  • 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
  • Textline
    Customer post is received in Textline Instant
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
  • Textline
    Search contact by phone number in Textline
  • Textline
    Search agent in Textline
  • Textline
    Turn on availibility of agent in Textline
  • Textline
    Turn off availibility of agent in Textline
  • Textline
    Send message in Textline
  • Textline
    Import contact message in Textline
  • Textline
    Create contact in Textline
  • Textline
    Update contact in Textline
  • Textline
    Send survey in Textline
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