Connect BoldDesk to Invoice Ninja and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate BoldDesk with Invoice Ninja - no code necessary. See how you can get setup in minutes.

Select a trigger from BoldDesk

A trigger is an event that starts your Zap and runs the workflow. For example, with BoldDesk, a trigger could be "Create Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Invoice Ninja

An action is what takes place after the automation is triggered. For example, with Invoice Ninja, the action could be "Create Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected BoldDesk to Invoice Ninja

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect BoldDesk to Invoice Ninja with a Zapier template.

Our most popular template

Create clients in Invoice Ninja from new contacts in BoldDesk
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BoldDesk + Invoice Ninja

Create clients in Invoice Ninja from new contacts in BoldDesk

BoldDesk + Invoice Ninja

Make work flow with AI

Level up your BoldDesk to Invoice Ninja integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect BoldDesk and Invoice Ninja to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect BoldDesk and Invoice Ninja to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Create Contact
Triggers when a new contact is created.
Trigger
Instant
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Update Contact Group
Triggers when existing contact group is updated.
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Brand
- Ticket Form Template
Trigger
Instant
Try It
Create Contact
Create a new contact.
Action
Write

Update Contact Group
Update an existing contact group
Action
Write
- Ticket ID
  Required
- Description
  Required
Action
Write

- Brand
- Ticket Form Template
Action
Write
- ContactGroup External Reference Id
  Required
Action
Search
- Contact External Reference Id
  Required
Action
Search
- Ticket External Reference Id
  Required
Action
Search
New Client
Triggers when a new client is added.
Trigger
Instant
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New Invoice
Triggers when a new invoice is added.
Trigger
Instant
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New Project
Triggers when a new project is added.
Trigger
Instant
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Sent Invoice
Triggers when an invoice is sent.
Trigger
Instant
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Update Client
Triggers when a client is updated.
Trigger
Instant
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Update Payment
Triggers when a payment is updated.
Trigger
Instant
Try It
- Client Name
- Group
- First Name
- Last Name
- Contact Email
  Required
- Phone
- Language Code
- Currency Code
- Id Number
- VAT Number
- Phone
- Street Address
- Apt/Suite
- City
- State/Province
- Postal Code
- Country Code
- Shipping Street Address
- Shipping Apt/Suite
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Private Notes
- Public Notes
- Website
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Write
- Invoice ID
  Required
Action
Write
- Client
  Required
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Download PDF
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Write
- Product
- Description
- Price
- Quantity
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Write
- Client
  Required
- Design
- Send Email
- Email Template
- Download PDF
- Mark Sent
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Write
- Client
  Required
- Project
- Description
  Required
- Rate
- Start Date/Time
- End Date/Time
- Duration (Hours)
- Duration (Minutes)
- Duration (Seconds)
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Write
- Search Field
  Required
- Search Value
  Required
- Download PDF
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
- Download PDF
Action
Search
- Search Field
  Required
- Search Value
  Required
- Download PDF
- Client
  Required
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Search or write
- Search Field
  Required
- Search Value
  Required
- Product
- Description
- Price
- Quantity
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Search or write
- Search Field
  Required
- Search Value
  Required
- Download PDF
- Client
  Required
- Design
- Send Email
- Email Template
- Mark Sent
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Search or write

Create Contact Group
Triggers when a new contact group is created.
Trigger
Instant
Try It
Update Contact
Triggers when existing contact is updated.
Trigger
Instant
Try It
- Brand
Trigger
Instant
Try It
- Brand
- Ticket Form Template
Trigger
Instant
Try It
Create Contact Group
Create a new contact group
Action
Write
Update Contact
Update an existing contact
Action
Write
- Ticket ID
  Required
- Description
  Required
Action
Write
- Brand
- Ticket Form Template
Action
Write
- ContactGroup Name
  Required
Action
Search
- Contact Email
  Required
Action
Search
- Ticket ID
  Required
Action
Search
New Credit
Triggers when a new credit is added.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is added.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is added.
Trigger
Instant
Try It
Sent Quote
Triggers when a quote is sent.
Trigger
Instant
Try It
Update Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
Update Quote
Triggers when a quote is updated.
Trigger
Instant
Try It
- Client
  Required
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Download PDF
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Write
- Quote ID
  Required
Action
Write
- Client
  Required
- Date
- Invoice ID
  Required
- Amount
- Payment Type
- Transfer Reference
- Private Notes
Action
Write
- Client
  Required
- Client Name
- Task Rate
- Private Notes
- Public Notes
- Task Rate
- Budgeted Hours
- Due Date
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Write
- Client
  Required
- Design
- Frequency
  Required
- Due Date
- Start Date
- Remaining Cycles
- Mark Ready
- Auto-Bill Credit
- Discount
- PO Number
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Write
- Search Field
  Required
- Search Value
  Required
- Include Deleted
Action
Search
- Search Field
  Required
- Search Value
  Required
- Download PDF
Action
Search
- Search Field
  Required
- Search Value
  Required
- Include Deleted
Action
Search
- Search Field
  Required
- Search Value
  Required
- Include Deleted
- Client Name
- Group
- First Name
- Last Name
- Contact Email
  Required
- Phone
- Language Code
- Currency Code
- Id Number
- VAT Number
- Street Address
- Apt/Suite
- City
- State/Province
- Postal Code
- Country Code
- Shipping Street Address
- Shipping Apt/Suite
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Private Notes
- Public Notes
- Website
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Search or write
- Search Field
  Required
- Search Value
  Required
- Download PDF
- Client
  Required
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Search or write
- Search Field
  Required
- Search Value
  Required
- Include Deleted
- Client
  Required
- Client Name
- Task Rate
- Private Notes
- Public Notes
- Budgeted Hours
- Due Date
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Search or write

About BoldDesk

BoldDesk is a help desk software for managing your support email, automating repetitive tasks, and improving your customer’s experience.

Related categories

Customer Support

About Invoice Ninja

Create. Send. Get Paid. Invoice Ninja is a free, code-available suite of apps to invoice clients, accept payments, track expenses & time billable-tasks. Designed for freelancers and small to medium-sized businesses to increase efficiency, Invoice Ninja will help you get paid!

Related categories

Proposal & Invoice Management

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