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Pipedrive logoPipedrive logo
Invoice Ninja logoInvoice Ninja logo
Pipedrive logoPipedrive logo

Invoice Ninja + Pipedrive

Invoice Ninja + Pipedrive

Invoice Ninja + Pipedrive integrations

Create clients in Invoice Ninja for new matching deals in Pipedrive

Streamline your sales and invoicing process with this automated workflow. When a deal matches your set filter in Pipedrive, a new client is instantly created in Invoice Ninja. This simplifies your workflow, ensuring no potential client slips through the cracks and improving your business efficiency.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client
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More things you can do with Pipedrive and Invoice Ninja

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

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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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pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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