Invoice Ninja + Simply.Coach

Add new Simply.Coach invoices to Invoice Ninja

With this Zap in place, new invoices generated in Simply.Coach will automatically populate in Invoice Ninja, ensuring that your financial records are up-to-date and accurate without manual data entry. This integration saves time and reduces the risk of human error in your invoicing process.

With this Zap in place, new invoices generated in Simply.Coach will automatically populate in Invoice Ninja, ensuring that your financial records are up-to-date and accurate without manual data entry. This integration saves time and reduces the risk of human error in your invoicing process.

  1. When this happens...
    Simply.CoachSimply.Coach
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    Invoice NinjaInvoice Ninja
    Create Invoice

    Creates a new invoice.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Simply.Coach triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • StatusRequired

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • Primary EmailRequired

    • Secondary Email

    • Phone Number

    • Company Name

    • Time Zone

    • Address Line 1

    • Address Line 2

    • Country

    • Zip / Postal Code

    • Prospect?Required

    • Prospect Stage

    Action
    Write
    • Status

    Trigger
    Scheduled
    Try It
  • Simply.Coach triggers, actions, and search

    Updated Contact

    Triggers when your contact is updated

    Trigger
    Scheduled
    Try It
    • Invoice StatusRequired

    Trigger
    Scheduled
    Try It
    • Engagement NameRequired

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Email of Coach to be Assigned

    • Phone Number

    • Time zone

    • Status

    • Deliverable

    • Total Sessions Planned

    • ServicesRequired

    • Start DateRequired

    • Allow Coachee to schedule sessions?Required

    • Invite Client to portalRequired

    • Allow Coachee to reschedule sessions?Required

    • Sync sessions with Coaches calendar?Required

    • Enable Online Meeting?Required

    • Send Action Reminders to Coachee?Required

    • Send Session Invitation & Reminder emails to coachee?Required

    Action
    Write
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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simplycoach logo
simplycoach logo

About Simply.Coach

Simply.Coach is a digital coaching management used by Coaches, Therapists, Counsellors, Consultants & Trainers to deliver professional services.

Related categories

  • CRM (Customer Relationship Management)