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Integrate Invoice Ninja with Retently

Trigger automated NPS/CSAT surveys after invoice payments or project completions, sync customer contact details and payment history, use feedback scores to improve client relationship management and service offerings.

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Invoice Ninja logo

About Invoice Ninja

Invoice Ninja is a suite of applications designed for invoicing clients, accepting payments, and tracking expenses and time for freelancers and small to medium-sized businesses.

Invoice Ninja logo

Invoice Ninja to Retently

1

New Client

Triggers when a new client is added.
2

New Invoice

Triggers when a new invoice is added.
3

New Project

Triggers when a new project is added.
4

Sent Invoice

Triggers when an invoice is sent.
5

Update Client

Triggers when a client is updated.
6

Update Payment

Triggers when a payment is updated.
7

New Credit

Triggers when a new credit is added.
8

New Payment

Triggers when a new payment is added.
9

New Quote

Triggers when a new quote is added.
10

Sent Quote

Triggers when a quote is sent.
11

Update Invoice

Triggers when an invoice is updated.
12

Update Quote

Triggers when a quote is updated.
Invoice Ninja logo

Retently to Invoice Ninja

1

Create Client

Creates a new client.
2

Email Invoice

Emails an invoice.
3

Create Invoice

Creates a new invoice.
4

Create Product

Creates a new product.
5

Create Quote

Creates a new quote.
6

Create Task

Creates a new task.
7

Find Credit

Finds a credit by its credit number.
8

Find Product

Finds a product by its title.
9

Find Quote

Finds a quote by its quote number.
10

Find or Create Credit

Finds a credit by its credit number.
11

Find or Create Product

Finds a product by its title.
12

Find or Create Quote

Finds a quote by its quote number.
13

Create Credit

Creates a new credit.
14

Email Quote

Emails a quote.
15

Create Payment

Creates a new payment.
16

Create Project

Creates a new project.
17

Create Recurring Invoice

Creates a new recurring invoice.
18

Find Client

Finds a client by their email or ID number.
19

Find Invoice

Finds an invoice by its invoice number.
20

Find Project

Finds a project by searching.
21

Find or Create Client

Finds a client by their email or ID number.
22

Find or Create Invoice

Finds an invoice by its invoice number.
23

Find or Create Project

Finds a project by searching.

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