Invoice Ninja + Streak
Update boxes in Streak when new invoices are sent from Invoice Ninja
When an invoice is sent in Invoice Ninja, streamline your process effortlessly by editing a box in Streak. This useful workflow creates an efficient bridge between your invoicing and CRM practices, keeping relevant information updated in real-time so you can focus on what matters most - growing your enterprise.
When an invoice is sent in Invoice Ninja, streamline your process effortlessly by editing a box in Streak. This useful workflow creates an efficient bridge between your invoicing and CRM practices, keeping relevant information updated in real-time so you can focus on what matters most - growing your enterprise.
- When this happens...
Sent InvoiceTriggers when an invoice is sent.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Edit BoxEdit fields, stage, assigned to, name and notes on an existing box.
ActionWriteCreate a new record or update an existing record in your app.
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New Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sent Invoice
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Payment
Triggers when a payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Name
Group
First Name
Last Name
Email
Phone
Language Code
Currency Code
Id Number
VAT Number
Phone
Street Address
Apt/Suite
City
State/Province
Postal Code
Country Code
Shipping Street Address
Shipping Apt/Suite
Shipping City
Shipping State/Province
Shipping Postal Code
Shipping Country Code
Private Notes
Public Notes
Website
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Design
Send Email
Email Template
Auto-Bill Invoice
Download PDF
Mark Sent
Paid
Amount Paid
Number
Discount
PO Number
Date
Due Date
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product Key
Notes
Price
Quantity
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Design
Send Email
Email Template
Download PDF
Mark Sent
Number
Discount
PO Number
Date
Valid Until
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client
Project
Description
Rate
Start Date/Time
End Date/Time
Duration (Hours)
Duration (Minutes)
Duration (Seconds)
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
Design
Send Email
Email Template
Auto-Bill Credit
Mark Sent
Paid
Amount Paid
Number
Discount
PO Number
Date
Due Date
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Product Key
Notes
Price
Quantity
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
Design
Send Email
Email Template
Mark Sent
Number
Discount
PO Number
Date
Valid Until
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStage
PipelineRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box KeyRequired
Contact EmailRequired
Contact First Name
Title
Contact Last Name
Phone Number(s)
Twitter
Facebook
LinkedIn
Address
Contact Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
NameRequired
Assigned To
Notes
GmailThreadID
Create Tag and Dropdown Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Pipeline
TextRequired
Due Date
Assign To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assign To
Box Key
Task Text
Task Key
Completed
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Thread KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box KeyRequired
Meeting TypeRequired
Start TimeRequired
End Time
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact or Box Key
Search Query
Teams
ActionThis is an event a Zap performs.SearchFind existing data in your appExact Search
Search Query
Pipelines
PipelineRequired
NameRequired
Assigned To
Notes
GmailThreadID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Credit
Triggers when a new credit is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sent Quote
Triggers when a quote is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client IDRequired
Design
Send Email
Email Template
Auto-Bill Credit
Download PDF
Mark Sent
Paid
Amount Paid
Number
Discount
PO Number
Date
Due Date
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Payment Date
Invoice
Amount
Payment Type
Transfer Reference
Private Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
NameRequired
Task Rate
Private Notes
Public Notes
Task Rate
Budgeted Hours
Due Date
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Design
FrequencyRequired
Due Date
Start Date
Remaining Cycles
Mark Ready
Auto-Bill
Discount
PO Number
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include Deleted
Client Name
Group
First Name
Last Name
Email
Phone
Language Code
Currency Code
Id Number
VAT Number
Street Address
Apt/Suite
City
State/Province
Postal Code
Country Code
Shipping Street Address
Shipping Apt/Suite
Shipping City
Shipping State/Province
Shipping Postal Code
Shipping Country Code
Private Notes
Public Notes
Website
Custom Value 1
Custom Value 2
Custom Value 3
Custom Value 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
Design
Send Email
Email Template
Auto-Bill Invoice
Mark Sent
Paid
Amount Paid
Number
Discount
PO Number
Date
Due Date
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Surcharge 1
Custom Surcharge 2
Custom Surcharge 3
Custom Surcharge 4
Is Amount Discount
Partial/Deposit
Partial Due Date
Cost
Quantity
Product
Discount
Description
Tax Rate 1
Tax Name 1
Tax Rate 2
Tax Name 2
Tax Rate 3
Tax Name 3
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Product Cost
Public Notes
Private Notes
Terms
footer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Include Deleted
ClientRequired
NameRequired
Task Rate
Private Notes
Public Notes
Budgeted Hours
Due Date
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStage
Field
PipelineRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box KeyRequired
Organization NameRequired
Website(s)Required
Industry
Phone Number(s)
Address(es)
Employee Count
Logo URL
Twitter Handle
Facebook Handle
LinkedIn Handle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Pipeline
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Pipeline
Name
Note
Assigned To
Gmail Thread Id
Create Tag and Dropdown Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pipeline
Box Name or KeysRequired
Box Names or KeysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact KeyRequired
First Name
Last Name
Email Address(es)
Title
Twitter
Facebook
LinkedIn
Photo (Url)
Phone Numbers
Address(es)
Other
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Exact Search
Search Query
Pipelines
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization or Box Key
Search Query
Team
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Invoice Ninja
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