Connect Planfix and Invoice Ninja to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
- Request a new Action for Invoice Ninja
Enable Integrations or automations with these events of Planfix and Invoice Ninja
Enable Integrations or automations with these events of Planfix and Invoice Ninja
Actions
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
Know More About Planfix and Invoice Ninja Integrations
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Frequently Asked Questions
To start, connect both your Planfix and Invoice Ninja accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Invoice Ninja (or vice versa).
Absolutely. You can customize how Planfix 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 Planfix 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 Planfix 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 Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
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!
Learn More
