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HubSpot
HubSpot
1. Choose trigger event
Invoice Ninja
Invoice Ninja
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create Client" in Invoice Ninja.
You’re connected!
Zapier seamlessly connects HubSpot and Invoice Ninja, automating your workflow.
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 a new record or update an existing record in your app.
Quote ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client
Required
Payment Date
Invoice
Amount
Payment Type
Transfer Reference
Private Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client
Required
Name
Required
Task Rate
Private Notes
Public Notes
Task Rate
Budgeted Hours
Due Date
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client ID
Required
Design
Frequency
Required
Due Date
Start Date
Remaining Cycles
Mark Ready
Auto-Bill
Discount
PO Number
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 Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search Field
Required
Search Value
Required
Include Deleted
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Include PDF
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Include Deleted
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Include Deleted
Client Name
Group
First Name
Last Name
Email
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Field
Required
Search Value
Required
Download PDF
Client ID
Required
Design
Send Email
Email Template
Auto-Bill Invoice
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 Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Field
Required
Search Value
Required
Include Deleted
Client
Required
Name
Required
Task Rate
Private Notes
Public Notes
Budgeted Hours
Due Date
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use HubSpot and Invoice Ninja with AI agents and code
Beyond Zap workflows. Call HubSpot and Invoice Ninja actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose HubSpot and Invoice Ninja actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Create Client
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Practical ways you can use HubSpot and Invoice Ninja
Create client records in HubSpot for new Invoice Ninja clients
When a new client is added in Invoice Ninja, Zapier can create a client record in HubSpot. This keeps your CRM in sync with your invoicing system, avoiding duplicate data entry and ensuring your sales and marketing teams have the latest client details.
When a new contact is added in HubSpot, Zapier can automatically create a client entry in Invoice Ninja. This ensures your invoicing system is always up-to-date with client information for seamless project billing and tracking.
Level up your HubSpot to Invoice Ninja integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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!