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Close + Invoice Ninja

Close + Invoice Ninja

Close + Invoice Ninja integrations

Create clients in Invoice Ninja from new leads in Close

Save time and streamline your invoicing process by automatically creating clients in Invoice Ninja whenever a new lead is added in Close. With this workflow, you can ensure that all your leads are efficiently converted into clients, making it easier to manage and organize your billing. Take the manual work out of managing your finances and stay focused on growing your business.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client
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More things you can do with Close and Invoice Ninja

Discover other triggers and actions you can use with Close and Invoice Ninja

  • Close triggers, actions, and search
    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
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    • Direction
    • Completed?
    Trigger
    Instant
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    • Trigger Actions
      Required
    • Custom Object Type
      Required
    Trigger
    Instant
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    • Field(s) Required to Trigger
    Trigger
    Instant
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    • Contact Smart View ID
      Required
    Trigger
    Polling
    Try It
    • Custom_activity_v2_instructions
    • Custom Activity Type
      Required
    • Filled-in fields
    Trigger
    Instant
    Try It
    • Direction
    • Template ID
    • User ID
    Trigger
    Instant
    Try It
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About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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invoice-ninja logo
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!
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Related Zap Templates

  • Create Invoice Ninja clients from new Close contacts