Connect OnePage CRM and Invoice Ninja to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnePage CRM
Choose an Action
Automatically do this!
- Request a new Action for Invoice Ninja
Enable Integrations or automations with these events of OnePage CRM and Invoice Ninja
Enable Integrations or automations with these events of OnePage CRM and Invoice Ninja
Actions
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
Know More About Onepagecrm and Invoice Ninja Integrations
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Frequently Asked Questions
To start, connect both your OnePage CRM and Invoice Ninja accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in Invoice Ninja (or vice versa).
Absolutely. You can customize how OnePage CRM data is recorded in Invoice Ninja. This includes choosing which data fields go into which fields of Invoice Ninja, setting up custom formats, and filtering out unwanted information.
The data sync between OnePage CRM and Invoice Ninja typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between OnePage CRM and Invoice Ninja. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn MoreAbout 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!
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