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.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create Invoice
Creates a new invoice.
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New Contact
Triggers when a new contact is created.
Try ItStatusRequired
Try ItStatus
Try ItFirst 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
Status
Try ItUpdated Contact
Triggers when your contact is updated
Try ItInvoice StatusRequired
Try ItEngagement 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