Platform.ly + Invoice Ninja Integration

Connect Platform.ly to Invoice Ninja in 1 click

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Popular Platform.ly + Invoice Ninja Workflows

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Invoice Ninja + Platform.ly Integration

Create Platform.ly 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 Platform.ly.

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 + Platform.ly Integration

Create Platform.ly contact for new Invoice Ninja client

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Platform.ly + Invoice Ninja Integration

Create Invoice Ninja client for new Platform.ly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Invoice Ninja client and Platform.ly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Platform.ly + Invoice Ninja Integration

Create Invoice Ninja task for new Platform.ly contact

Invoice Ninja and Platform.ly are two powerful cloud-based tools that can be used to improve business productivity. Using this Invoice Ninja - Platform.ly integration, you can automatically create task in Invoice Ninja whenever a new contact is created in Platform.ly.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Platform.ly + Invoice Ninja Integration
1.
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
  • 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.
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add a note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly
  • 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
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