InvoiceTools Integrations

Name: Zapier
Availability: InStock

Beta

Proposal & Invoice Management

Put InvoiceTools to work with AI and enterprise-grade automation

Automate smarter with InvoiceTools and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
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Or pick an app to pair with

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Gmail

Email, Google

HubSpot

Marketing Automation

Airtable

Databases

Trello

Project Management

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Gmail

Email, Google

HubSpot

Marketing Automation

Airtable

Databases

Trello

Project Management

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Gmail

Email, Google

HubSpot

Marketing Automation

Airtable

Databases

Trello

Project Management

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create InvoiceTools draft invoices from new Google Sheets rows
Details
Try it
Google Sheets + InvoiceTools
Post Slack channel messages when new InvoiceTools invoices are paid
Details
Try it
InvoiceTools + Slack
Create Trello cards for new accepted InvoiceTools quotes
Details
Try it
InvoiceTools + Trello

Create InvoiceTools draft invoices from new Google Sheets rows

Details

Try it

Google Sheets + InvoiceTools

Post Slack channel messages when new InvoiceTools invoices are paid

Details

Try it

InvoiceTools + Slack

Create Trello cards for new accepted InvoiceTools quotes

Details

Try it

InvoiceTools + Trello

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.

Client Updated
Triggers when the name, email, phone, address or notes of a client really change.
Trigger
Instant
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Invoice Overdue
Triggers when an invoice passes its due date unpaid.
Trigger
Instant
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Invoice Partially Paid
Triggers when a partial payment is recorded.
Trigger
Instant
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Invoice Sent
Triggers when an invoice is sent to a client.
Trigger
Instant
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New Client
Triggers when a new client is added to your InvoiceTools address book. It checks every few minutes.
Trigger
Polling
Try It

New Quote
Triggers when a new quote is created in InvoiceTools, as a draft or sent. It checks every few minutes.
Trigger
Polling
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Quote Accepted
Triggers when a client accepts a quote.
Trigger
Instant
Try It

Quote Expired
Triggers once when a quote that was sent and never accepted or declined passes its Valid Until date. Checked once a day.
Trigger
Instant
Try It
Quote Viewed
Triggers when a client opens a quote.
Trigger
Instant
Try It
- Client
- Client Name
- Client Email
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Issue Date
- Due Date
- Payment Terms
- Currency
- Notes
- Number
- External ID
Action
Write
- Invoice
  Required
- Amount
  Required
- Date Received
- Payment Method
- Reference
- Note
- External ID
Action
Write
- Quote
  Required
- Send To
- Message
Action
Write
- Invoice
  Required
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Client
- Issue Date
- Due Date
- Payment Terms
- Currency
- Notes
- Number
Action
Write
- Email
- Name
Action
Search
- Payment ID
- Reference
Action
Search
- Email
- Name
  Required
- Phone
- Address
- Notes
- External ID
Action
Search or write
- Number
  Required
- Client
- Client Name
- Client Email
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Issue Date
- Valid Until
- Currency
- Notes
- External ID
Action
Search or write

- Days Before Due Date
  Required
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid in full.
Trigger
Instant
Try It
Invoice Reminder Sent
Triggers when InvoiceTools actually sends a payment reminder email for an invoice.
Trigger
Instant
Try It
Invoice Viewed
Triggers when a client opens an invoice.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in InvoiceTools, as a draft or sent. It checks every few minutes.
Trigger
Polling
Try It
Payment Received
Triggers when a payment is recorded or a card payment succeeds.
Trigger
Instant
Try It
Quote Declined
Triggers when a client declines a quote.
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent to a client.
Trigger
Instant
Try It
- Name
  Required
- Email
- Phone
- Address
- Notes
- External ID
Action
Write
- Client
- Client Name
- Client Email
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Issue Date
- Valid Until
- Currency
- Notes
- Number
- External ID
Action
Write
- Invoice
  Required
- Send To
- Message
Action
Write
- Client
  Required
- Name
- Email
- Phone
- Address
- Notes
Action
Write
- Quote
  Required
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Client
- Issue Date
- Valid Until
- Currency
- Notes
- Number
Action
Write
- Invoice Number
  Required
Action
Search
- Quote Number
  Required
Action
Search
- Number
  Required
- Client
- Client Name
- Client Email
- Description
  Required
- Quantity
- Unit Price
  Required
- Tax Percent
- Discount Percent
- Issue Date
- Due Date
- Payment Terms
- Currency
- Notes
- External ID
Action
Search or write

For builders

Let your AI safely access InvoiceTools

Go beyond Zap workflows. Install Zapier in your AI to call InvoiceTools actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in InvoiceTools from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Client
Create Invoice

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose InvoiceTools actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a InvoiceTools connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "invoicetools", owner: "me" });

await zapier.runAction({
  app: 'invoicetools',
  action: 'create_client',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

InvoiceTools Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About InvoiceTools

InvoiceTools is a free invoicing app for small businesses: invoices, quotes and receipts, with alerts when invoices are sent, viewed or paid.

HelpHelp

Related categories

Proposal & Invoice Management

InvoiceTools Integrations

Put InvoiceTools to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create InvoiceTools draft invoices from new Google Sheets rows

Post Slack channel messages when new InvoiceTools invoices are paid

Create Trello cards for new accepted InvoiceTools quotes

Create InvoiceTools draft invoices from new Google Sheets rows

Post Slack channel messages when new InvoiceTools invoices are paid

Create Trello cards for new accepted InvoiceTools quotes

Supported triggers and actions

Let your AI safely access InvoiceTools

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

InvoiceTools Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular InvoiceTools Integrations

Popular InvoiceTools Integrations

InvoiceTools Integrations

Put InvoiceTools to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create InvoiceTools draft invoices from new Google Sheets rows

Post Slack channel messages when new InvoiceTools invoices are paid

Create Trello cards for new accepted InvoiceTools quotes

Create InvoiceTools draft invoices from new Google Sheets rows

Post Slack channel messages when new InvoiceTools invoices are paid

Create Trello cards for new accepted InvoiceTools quotes

Let your AI safely access InvoiceTools

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

InvoiceTools Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular InvoiceTools Integrations

Popular InvoiceTools Integrations

Connect Your App Accounts to Zapier