Capsule CRM + Invoice Ninja
Create Invoice Ninja clients from new or updated Capsule CRM opportunities
Stay on top of your sales and invoicing process with this Capsule CRM and Invoice Ninja automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will create a client in Invoice Ninja. Streamline your sales and invoicing tasks while keeping your systems up-to-date and organized.
Stay on top of your sales and invoicing process with this Capsule CRM and Invoice Ninja automation. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will create a client in Invoice Ninja. Streamline your sales and invoicing tasks while keeping your systems up-to-date and organized.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Client
Creates a new client
- Free forever for core features
- 14 day trial for premium features & apps
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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CRM (Customer Relationship Management)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!
