Invoiced + Refersion Integration

Integrate Invoiced to Refersion in one click, or tell Integrately AI how you want each customer handled. Track new conversions, update customer statuses, log payments, and sync your affiliate program automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoiced
    Payment is created in Invoiced Instant
  • Invoiced
    Payment is updated in Invoiced Instant
  • Invoiced
    Payment is deleted in Invoiced Instant
  • Invoiced
    Invoice is paid in Invoiced Instant
  • Invoiced
    Invoice is created in Invoiced Instant
  • Invoiced
    Invoice is updated in Invoiced Instant
  • Invoiced
    Invoice is deleted in Invoiced Instant
  • Invoiced
    Customer is created in Invoiced Instant
  • Invoiced
    Customer is updated in Invoiced Instant
  • Invoiced
    Customer is deleted in Invoiced Instant
  • Invoiced
    Contact is created in Invoiced Instant
  • Invoiced
    Contact is updated in Invoiced Instant
  • Invoiced
    Contact is deleted in Invoiced Instant
  • Invoiced
    Credit note is updated in Invoiced Instant
  • Invoiced
    Customer is merged in Invoiced Instant
  • Invoiced
    Invoice is viewed in Invoiced Instant
  • Invoiced
    Estimate is approved in Invoiced Instant
  • Invoiced
    Credit note is created in Invoiced Instant
  • Invoiced
    Credit note is deleted in Invoiced Instant
  • Invoiced
    Credit note is commented in Invoiced Instant
  • Invoiced
    Credit note is viewed in Invoiced Instant
  • Invoiced
    Task is created in Invoiced Instant
  • Invoiced
    Task is updated in Invoiced Instant
  • Invoiced
    Task is deleted in Invoiced Instant
  • Invoiced
    Task is completed in Invoiced Instant
  • Invoiced
    Estimate is created in Invoiced Instant
  • Invoiced
    Estimate is updated in Invoiced Instant
  • Invoiced
    Estimate is deleted in Invoiced Instant
  • Invoiced
    Estimate is viewed in Invoiced Instant
  • Invoiced
    Subscription is created in Invoiced Instant
  • Invoiced
    Subscription is updated in Invoiced Instant
  • Invoiced
    Subscription is deleted in Invoiced Instant
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
Arrow Right
2.
  • Invoiced
    Create invoice in Invoiced
  • Invoiced
    Search invoice in Invoiced
  • Invoiced
    Create contact in Invoiced
  • Invoiced
    Create credit note in Invoiced
  • Invoiced
    Create credit balance adjustment in Invoiced
  • Invoiced
    Search credit note in Invoiced
  • Invoiced
    Create customer in Invoiced
  • Invoiced
    Update customer in Invoiced
  • Invoiced
    Search customer in Invoiced
  • Invoiced
    Create note in Invoiced
  • Invoiced
    Create payment in Invoiced
  • Invoiced
    Create task in Invoiced
  • Invoiced
    Create estimate in Invoiced
  • Invoiced
    Search estimate in Invoiced
  • Invoiced
    Create subscription in Invoiced
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for Invoiced + Refersion Integration

Track new conversions, update affiliate statuses, sync payment details, and log commissions, all in just one click.

Most popular automationsmost-popular-automations
Refersion + Invoiced Integration

Create Invoiced contact for new Refersion affiliate

When you create a affiliate in Refersion, it's important to also create that contact in Invoiced. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Invoiced + Refersion flow

Sync billing and affiliate data with your wider business tools to keep teams aligned across every platform. Pick a combination and activate it in one click.

Invoiced
Refersion
+
ShopifyShopify (3)
+
KlaviyoKlaviyo (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
AsanaAsana (3)
+
Google SheetsGoogle Sheets (3)
I
R
S
When a customer is created in Invoiced, create an affiliate in Refersion and add a customer in Shopify
New Invoiced customers automatically become Refersion affiliates and Shopify customers without manual data entry.
I
R
S
When a payment is created in Invoiced, add a conversion cancellation in Refersion and create an order in Shopify
Handle billing updates across your store and affiliate network immediately when a payment registers.
I
R
S
When an invoice is paid in Invoiced, search the affiliate in Refersion and update the customer in Shopify
Confirm paid invoices against affiliate records and update your store customer profiles instantly.

Supported triggers and actions for Invoiced and Refersion

Mix and match to build the exact automation you need

Invoiced
Invoiced Triggers & Actions
Instant
Payment is created in Invoiced
Triggers the automation when a new payment is created
Try it โ†’
Instant
Payment is updated in Invoiced
Triggers the automation when a payment status is updated
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Instant
Payment is deleted in Invoiced
Triggers the automation when a payment is deleted
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Instant
Invoice is paid in Invoiced
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is created in Invoiced
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Invoiced
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in Invoiced
Triggers the automation when an invoice is deleted
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Instant
Customer is created in Invoiced
Triggers the automation when a new customer is created
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Instant
Customer is updated in Invoiced
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Invoiced
Triggers the automation when a customer is removed from the database
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Instant
Contact is created in Invoiced
Triggers the automation when a new contact is created
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Instant
Contact is updated in Invoiced
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Invoiced
Triggers the automation when a contact is removed from the particular list
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Instant
Credit note is updated in Invoiced
Triggers the automation when a credit note is modified
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Instant
Customer is merged in Invoiced
Triggers the automation when the customer details are merged
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Instant
Invoice is viewed in Invoiced
Triggers the automation when the recipient views your invoice
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Instant
Estimate is approved in Invoiced
Triggers the automation when any estimate is approved
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Instant
Credit note is created in Invoiced
Triggers the automation when a new credit note is generated
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Instant
Credit note is deleted in Invoiced
Triggers the automation when a credit note is deleted
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Instant
Credit note is commented in Invoiced
Triggers the automation when a credit note is commented on
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Instant
Credit note is viewed in Invoiced
Triggers the automation when a credit note is viewed
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Instant
Task is created in Invoiced
Triggers the automation when a new task is created
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Instant
Task is updated in Invoiced
Triggers the automation when any task is updated
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Instant
Task is deleted in Invoiced
Triggers the automation when a task is deleted
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Instant
Task is completed in Invoiced
Triggers the automation when any task is completed
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Instant
Estimate is created in Invoiced
Triggers the automation when a new estimate is created
Try it โ†’
Instant
Estimate is updated in Invoiced
Triggers the automation when any estimate is modified
Try it โ†’
Instant
Estimate is deleted in Invoiced
Triggers the automation when any estimate is deleted
Try it โ†’
Instant
Estimate is viewed in Invoiced
Triggers the automation when any estimate is viewed by the recipient
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Instant
Subscription is created in Invoiced
Triggers the automation when a new subscription is created
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Instant
Subscription is updated in Invoiced
Triggers the automation when a subscription is updated
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Instant
Subscription is deleted in Invoiced
Triggers the automation when a subscription is deleted
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Create invoice in Invoiced
Generates invoices for sales transactions
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Search invoice in Invoiced
Locates and retrieves invoices with
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Create contact in Invoiced
Adds a new contact to the database
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Create credit note in Invoiced
Generates a credit note for returned items
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Create credit balance adjustment in Invoiced
Creates an adjustment to a customer's credit balance
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Search credit note in Invoiced
Searches for a credit note
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Create customer in Invoiced
Adds a new customer to the database
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Update customer in Invoiced
Updates a customer's information
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Search customer in Invoiced
Locates and retrieves customer information
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Create note in Invoiced
Creates a new note in the particular format
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Create payment in Invoiced
Generates and process a payment transaction
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Create task in Invoiced
Creates a new task
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Create estimate in Invoiced
Adds a new contact to the contact list
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Search estimate in Invoiced
Searches for an estimate
Try it โ†’
Create subscription in Invoiced
Enrolls users in a subscription service
Try it โ†’
Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
Try it โ†’
Create affiliate in Refersion
Generates unique referral links for affiliate partners
Try it โ†’
Search affiliate in Refersion
Searches for a particular affiliate partner
Try it โ†’
Get affiliate in Refersion
Retrieves details of an affiliate partner
Try it โ†’
Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it โ†’

What can you automate with Invoiced + Refersion?

Connect your invoicing and affiliate management workflows to eliminate manual data entry across every transaction.

What you can automate?
๐Ÿงพ
Sync invoices and affiliate networks instantly
Create Refersion affiliates automatically whenever new customers are registered in Invoiced. Keep your billing and marketing platforms completely aligned without manual data entry.
๐Ÿ“‹
Capture every custom field and detail
Map all available customer attributes, payment amounts, and affiliate referral IDs across both platforms instead of basic names. Your records become comprehensive and ready for analysis.
๐Ÿ””
Alert your team the moment events occur
Notify finance and marketing channels in Slack immediately when invoices are paid or affiliate conversions are approved. Your team stays informed without switching tabs.
๐Ÿ”€
Route records based on submitted criteria
Execute different follow-up actions depending on the specific payment amount, invoice status, or affiliate tier submitted. Tailor your operational response automatically.
๐Ÿ”„
Keep destination records up to date
Update customer profiles and invoice statuses across Refersion and Invoiced as billing milestones change. Prevent outdated information from causing operational confusion.
๐Ÿ”
Search and update instead of creating duplicates
Check whether customer profiles or invoices already exist before creating new entries. Maintain a clean database free of duplicate records.
โš ๏ธ
Handle payment failures and cancellations
Trigger conversion cancellations in Refersion or create credit notes in Invoiced automatically when payments fail or refunds occur.
๐Ÿ“Š
Extend your workflow to Google Sheets
Send transaction data from Invoiced and Refersion straight into Google Sheets to build custom reports and dashboards for your executive team.
And much more...

Who is Invoiced + Refersion integration for?

Billing managers and affiliate marketers eliminate manual reconciliation errors by synchronizing invoice workflows and affiliate networks instantly.

Finance directors
Finance directors
Affiliate managers
Affiliate managers
Operations leads
Operations leads
Billing specialists
Billing specialists
Account executives
Account executives
Accounting teams
Accounting teams
๐Ÿ“ˆ
Finance directors
You're reconciling revenue reports across billing systems and affiliate networks, but manual exports leave your financial dashboards out of date โ€” this integration means every payment and commission syncs automatically and your revenue data stays current.
โšก
Affiliate managers
You need to approve affiliate conversions and set up billing accounts quickly, but delays cause friction with top partners โ€” connecting these apps means affiliate signups and invoice creation happen instantly without manual bottlenecks.
๐Ÿ“‹
Operations leads
You answer to executive stakeholders who demand accurate tracking across billing and marketing channels, but manual data entry creates reporting gaps โ€” automating both apps means your records match across platforms and audits become effortless.
๐Ÿ”„
Billing specialists
The volume of new customer invoices and affiliate commissions is too high for anyone to keep up by hand, leading to missed records โ€” with this integration, every customer and payment record flows between systems automatically.
๐Ÿ‘ฅ
Account executives
You own the client onboarding step and depend on upstream billing events to trigger your tasks, but manual handoffs cause costly delays โ€” automating both apps means your tasks open the moment invoices are paid.
๐Ÿ—‚๏ธ
Accounting teams
You need a reliable audit history for every transaction, but manual copying between invoicing tools and affiliate software leaves missing gaps โ€” this integration means every transaction creates a complete and verified paper trail.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Invoiced + Refersion

Build and manage your Invoiced + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Invoiced + Refersion 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 โ€” 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.
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Invoiced to Refersion?
Frequently Asked Questions
You can connect Invoiced to Refersion in 1 click using ready templates on Integrately or ask Integrately AI to build the automation and map the fields for you. Sync records across Shopify, Slack, and Google Sheets effortlessly.
Can I automatically sync Invoiced payments with Refersion conversions?
Frequently Asked Questions
Can I connect Invoiced, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoiced and Refersion?
Frequently Asked Questions
How does Invoiced handle customer data in automations?
Frequently Asked Questions
How does Refersion track affiliate statuses during syncs?
Frequently Asked Questions
Can I automate my billing and affiliate workflows without coding?
Frequently Asked Questions
Is the Invoiced and Refersion integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Invoiced or Refersion With 1500+ Other Apps

Invoiced
Popular Invoiced Integrations
Connect Invoiced with accounting, payment, and CRM tools to automate billing cycles and streamline financial record-keeping.
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Refersion
Popular Refersion Integrations
Sync Refersion with ecommerce, email marketing, and analytics platforms to manage profitable affiliate networks.
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