Invoice Ninja + Jotform

Create clients in Invoice Ninja from new submissions in Jotform

Streamline your client onboarding process with this Jotform to Invoice Ninja workflow. When a new submission gets added in Jotform, this automation will create a new client in Invoice Ninja right away. This immediate course of action helps maintain accurate records and ensures a seamless transition from prospect to client. Stay organized and efficient by letting this workflow handle your client creation tasks.

Streamline your client onboarding process with this Jotform to Invoice Ninja workflow. When a new submission gets added in Jotform, this automation will create a new client in Invoice Ninja right away. This immediate course of action helps maintain accurate records and ensures a seamless transition from prospect to client. Stay organized and efficient by letting this workflow handle your client creation tasks.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Invoice NinjaInvoice Ninja
    Create Client

    Creates a new client

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • Invoice Ninja triggers, actions, and search

    New Client

    Triggers when a new client is added.

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Invoice Ninja triggers, actions, and search

    New Credit

    Triggers when a new credit is added.

    Trigger
    Instant
    Try It
invoice-ninja logo
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!
Learn moreHelp

Related categories

  • Proposal & Invoice Management

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jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

Related categories

  • Forms & Surveys

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