Invoice Ninja + Viral Loops Integration

Integrate Invoice Ninja to Viral Loops in one click, or tell Integrately AI how you want each client handled. Capture new clients, add participants, track referrals, alert your team, and reward successful conversions automatically.

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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
  • Viral Loops
    Participant is created in Viral Loops Instant
  • Viral Loops
    Milestone is reached in Viral Loops Instant
  • Viral Loops
    Reward is redeemed in Viral Loops 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
  • Viral Loops
    Add participant in Viral Loops
  • Viral Loops
    Convert participant in Viral Loops

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Ready WorkflowsReady Workflows   for Invoice Ninja + Viral Loops Integration

Add participants, track referral milestones, update records, and reward successful referrals, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Invoice Ninja + Viral Loops flow

Teams often want to notify sales channels, update finance records, or sync customer details after running referral programs. Pick a combination and activate it in one click.

Invoice Ninja
Viral Loops
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
+
HubSpotHubSpot (8)
+
CalendlyCalendly (8)
I
V
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Add every new Invoice Ninja client as a Viral Loops participant, and create a customer in Stripe
New Invoice Ninja clients appear in Viral Loops immediately and receive a customer profile in Stripe without manual data entry.
I
V
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When a payment is created in Invoice Ninja, convert the Viral Loops participant and create a Stripe invoice
Successful payments in Invoice Ninja update your Viral Loops participant status and generate an invoice in Stripe instantly.
V
I
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When a Viral Loops milestone is reached, update the Invoice Ninja client and update the Stripe customer
Milestone achievements in Viral Loops automatically update client details in Invoice Ninja and customer profiles in Stripe.
V
I
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When a Viral Loops reward is redeemed, create an Invoice Ninja payment and create a Stripe charge
Redeemed rewards in Viral Loops trigger payment records in Invoice Ninja and charges in Stripe automatically.
I
S
V
When a client is created in Invoice Ninja, create a Stripe customer if card payment is selected, otherwise create a Stripe invoice
Route new Invoice Ninja clients to Stripe customers or invoices based on payment preference while adding Viral Loops participants.
I
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When an Invoice Ninja invoice is sent, add a Viral Loops participant and update the Stripe invoice
Sent invoices in Invoice Ninja trigger Viral Loops participant creation and update invoice records in Stripe.
I
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Use Claude to evaluate Invoice Ninja client notes, add a Viral Loops participant, and create a Stripe customer
Claude analyses client notes from Invoice Ninja before registering them in Viral Loops and setting up Stripe billing.
I
V
S
M
When a client is created in Invoice Ninja, add a Viral Loops participant, create a Stripe customer, and add a subscriber in Mailchimp
New Invoice Ninja clients are registered in Viral Loops, billed in Stripe, and added to your Mailchimp mailing list.

Supported triggers and actions for Invoice Ninja and Viral Loops

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
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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
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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
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Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
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Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense 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
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
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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
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it →
Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client 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
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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
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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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Viral Loops
Viral Loops Triggers & Actions
Instant
Participant is created in Viral Loops
Triggers the automation when a new participant is created
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Instant
Milestone is reached in Viral Loops
Triggers the automation when a milestone is achieved
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Instant
Reward is redeemed in Viral Loops
Triggers the automation when a reward is redeemed
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Add participant in Viral Loops
Adds a new participant to a group or event
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Convert participant in Viral Loops
Converts a participant
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What can you automate with Invoice Ninja + Viral Loops?

Streamline your workflow by syncing new clients, tracking referral milestones, updating invoices, and automating rewards across both platforms.

What you can automate?
Add Viral Loops participants from new clients
Automatically register every new Invoice Ninja client as a participant in Viral Loops the moment their account is created. Eliminate manual data entry and ensure every customer joins your referral program.
📋
Capture every submitted client and invoice detail
Map all available contact fields, invoice amounts, and custom notes from Invoice Ninja straight into your Viral Loops participant profiles. Keep comprehensive records without missing key data points.
🔔
Notify your team as referral milestones happen
Send instant alerts to designated team channels in Slack whenever a participant reaches a referral milestone or redeems a reward. Keep your staff informed and ready to celebrate wins.
🔀
Route participants based on client attributes
Apply conditional rules to send VIP clients and standard customers into different referral reward tiers or campaign tracks depending on submitted invoice values.
🔄
Keep participant statuses updated as invoices change
Automatically update Viral Loops participant records when invoice details, statuses, or client information are modified in Invoice Ninja. Maintain synchronised databases effortlessly.
🔍
Search and update instead of creating duplicates
Check whether a client already exists in Viral Loops before creating a new entry, preventing duplicate records and keeping your referral database clean and accurate.
💰
Convert participants when payments are completed
Trigger participant conversions in Viral Loops automatically as soon as a payment is created or an invoice is marked paid in Invoice Ninja. Align financial completions with referral rewards.
📑
Sync Invoice Ninja and Viral Loops into Google Sheets
Extend your automation workflow by logging every Invoice Ninja client and Viral Loops participant event directly into Google Sheets for custom reporting and analysis.
And much more...

Who is Invoice Ninja + Viral Loops integration for?

Connecting Invoice Ninja to Viral Loops helps finance teams, marketers, and business owners automate referral tracking without manual data entry.

Performance marketers
Performance marketers
Customer success managers
Customer success managers
Agency owners
Agency owners
E-commerce founders
E-commerce founders
Sales representatives
Sales representatives
Finance operations teams
Finance operations teams
📈
Performance marketers
You review referral metrics to measure campaign performance, but your records only update when someone manually exports data, so the conversion counts you analyse are always a few hours behind — this integration means every new participant and reward lands in your tracker instantly and your reports stay current.
🎯
Customer success managers
You need to welcome high-value advocates right away, but manual checks mean you find out about new referrals days after they sign up, so your onboarding momentum stalls — automating both apps means every participant is registered immediately and you can trigger welcome sequences without delay.
📊
Agency owners
You report client growth figures to stakeholders every week, but fragmented tracking leaves gaps in your client billing and referral logs, so you spend hours reconciling accounts before every meeting — connecting these apps means your invoices and referral pipelines stay perfectly aligned.
🛒
E-commerce founders
You process hundreds of customer invoices every week, but manually adding buyers to your referral program creates a massive administrative bottleneck, so many customers slip through the cracks — automating both apps means every client flows straight into your referral platform without manual effort.
💼
Sales representatives
You depend on clean client records to follow up on new business, but manual data handoffs between your billing and referral tools lead to missing contact details, so your outreach gets delayed — this integration means every client record arrives complete and ready for follow-up.
📑
Finance operations teams
You reconcile customer payments against referral rewards, but disconnected systems create mismatched records and missing transaction histories, so your audits take twice as long — automating both apps means your financial logs and participant statuses match up reliably.
Our team

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Why choose Integrately to automate Invoice Ninja + Viral Loops

Build and manage your Invoice Ninja + Viral Loops 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 + Viral Loops 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?

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Frequently Asked Questions

How do I connect Invoice Ninja to Viral Loops?
Frequently Asked Questions
You can connect Invoice Ninja to Viral Loops in just 1 click using ready workflows on Integrately. Choose a template or ask Integrately AI to build your custom flow with apps like Slack, Google Sheets, or HubSpot.
Can I automatically add new Invoice Ninja clients as participants in Viral Loops?
Frequently Asked Questions
Can I connect Invoice Ninja, Viral Loops, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Viral Loops?
Frequently Asked Questions
How do invoice updates trigger referral updates between Invoice Ninja and Viral Loops?
Frequently Asked Questions
Can Viral Loops reward milestones update invoice records in Invoice Ninja?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Viral Loops?
Frequently Asked Questions
Is the Invoice Ninja and Viral Loops integration free?
Frequently Asked Questions
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You Can Also Connect Invoice Ninja or Viral Loops With 1500+ Other Apps

Invoice Ninja
Popular Invoice Ninja Integrations
Connect Invoice Ninja to accounting, payment, and CRM tools to streamline invoicing and client management.
Viral Loops
Popular Viral Loops Integrations
Sync Viral Loops with marketing, email, and analytics tools to supercharge referral campaigns and tracking.