Invoice Ninja + Cloze Integration

Connect Invoice Ninja to Cloze in 1 click

Integrate Invoice Ninja + Cloze For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Invoice Ninja + Cloze Workflows

Create Cloze note for new Invoice Ninja client

Invoice Ninja + Cloze Integration

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Create Cloze company from new Invoice Ninja invoice

If you're a small business owner who uses Invoice Ninja to manage your finances, you may be wondering if there's a way to automatically create a company profile in Cloze whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Cloze and Invoice Ninja!

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Create Cloze person for new Invoice Ninja client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Invoice Ninja - Cloze integration, anytime a new Invoice Ninja client is created, an Cloze person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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When Client is created in Invoice Ninja > Check condition > Create person in Cloze

Invoice Ninja + Cloze Integration

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Client is created in Invoice Ninja Instant
Invoice is created in Invoice Ninja Instant
Payment is created in Invoice Ninja Instant
Quote is created in Invoice Ninja Instant
Person is changed in Cloze Instant
Project is changed in Cloze Instant
Company is changed in Cloze Instant

Create client in Invoice Ninja
Search client in Invoice Ninja
Update client in Invoice Ninja
Create invoice in Invoice Ninja
Search invoice in Invoice Ninja
Update invoice in Invoice Ninja
Create task in Invoice Ninja
Create quote in Invoice Ninja
Search quote in Invoice Ninja
Update quote in Invoice Ninja
Create payment in Invoice Ninja
Create person in Cloze
Update person in Cloze
Create note in Cloze
Create communication in Cloze
Create to do in Cloze
Update company in Cloze
Create company in Cloze
Create timeline event in Cloze
Create project in Cloze
Update project in Cloze

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Integrate Invoice Ninja & Cloze In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Invoice Ninja & Cloze with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Invoice Ninja & Cloze With 1100+ Other Apps

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!

See Invoice Ninja Integrations

Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.

See Cloze Integrations