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Close + Invoice Ninja

Close + Invoice Ninja

Close + Invoice Ninja integrations

Create Invoice Ninja clients from new Close contacts

Effortlessly manage your client list by connecting Close and Invoice Ninja with this seamless workflow. When a new contact is added in Close, this automation will create a client in Invoice Ninja, saving you time and ensuring a consistent, organized client database. Manage your growing business effortlessly and streamline your client onboarding process with this powerful connection.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact 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
    Try It
    • Direction
    • Completed?
    Trigger
    Instant
    Try It
    • Trigger Actions
      Required
    • Custom Object Type
      Required
    Trigger
    Instant
    Try It
    • Field(s) Required to Trigger
    Trigger
    Instant
    Try It
    • 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 clients in Invoice Ninja from new leads in Close