Connect Paperless Pipeline and Invoice Ninja to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate Paperless Pipeline with Invoice Ninja - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Transaction Status Changed" from Paperless Pipeline.
Add your action
An action happens after the trigger—such as "Create Client" in Invoice Ninja.
You’re connected!
Zapier seamlessly connects Paperless Pipeline and Invoice Ninja, automating your workflow.
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.
- Status
Try ItTriggerInstant- New Credit
Triggers when a new credit is added.
Try ItTriggerInstant - New Payment
Triggers when a new payment is added.
Try ItTriggerInstant - New Quote
Triggers when a new quote is added.
Try ItTriggerInstant
- New Client
Triggers when a new client is added.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is added.
Try ItTriggerInstant - New Project
Triggers when a new project is added.
Try ItTriggerInstant - Sent Invoice
Triggers when an invoice is sent.
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Paperless Pipeline and Invoice Ninja to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Frequently Asked Questions about Paperless Pipeline + Invoice Ninja integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Paperless Pipeline and Invoice Ninja
What is the first step to integrate Paperless Pipeline with Invoice Ninja?
The first step in integrating Paperless Pipeline with Invoice Ninja is to create an account on our platform, if you haven't already. Then, navigate to the 'Integrations' section and search for 'Paperless Pipeline' and 'Invoice Ninja' in our app directory. You'll need to connect both applications to your account using the API credentials provided by each service.
Can I automate the creation of invoices in Invoice Ninja from completed checklists in Paperless Pipeline?
Yes, once you complete a checklist in Paperless Pipeline, you can set up an automation with us that triggers the creation of a detailed invoice in Invoice Ninja. You’ll need to ensure that you've mapped the relevant details such as client information and amounts from your checklist.
How do we handle data synchronization between Paperless Pipeline and Invoice Ninja?
Our integration allows you to automate data synchronization between Paperless Pipeline and Invoice Ninja by creating workflows. For instance, you can create a workflow where every time a transaction is marked as 'closed' in Paperless Pipeline, it's logged into Invoice Ninja.
Is it possible to update client details linked between both platforms?
Certainly! By setting up specific triggers, whenever there are changes or updates to client details in either Paperless Pipeline or Invoice Ninja, those updates can be mirrored across both platforms automatically through our integration tool.
Do I need any coding skills for setting up this integration?
No coding skills are required. Our platform provides an intuitive interface where you can set up triggers and actions simply by choosing options from dropdown menus. This makes it easy for anyone to configure without needing technical expertise.
What kind of support do we provide during the integration process?
We offer comprehensive support during the integration process, including detailed guides and tutorials available on our platform. Additionally, our support team is always ready to assist you with any specific queries or issues that might arise.
Are there any limitations on how frequently data can be transferred between these apps?
While there aren’t strict limitations on data transfer frequency between Paperless Pipeline and Invoice Ninja through our services, it’s essential to check if either application has rate limits on their API calls. Our system ensures optimal performance without breaching those limits.
