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Invoice Ninja logo
Microsoft Dynamics CRM logo

Connect Invoice Ninja to Microsoft Dynamics CRM

Automate workflows and sync data between Invoice Ninja and Microsoft Dynamics CRM with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Invoice Ninja & Microsoft Dynamics CRM?

Automated Invoice Generation

Create invoices in Microsoft Dynamics CRM automatically when deals close in Invoice Ninja or orders are placed.

Financial Data Synchronization

Keep customer payment history and financial records synchronized between Invoice Ninja and Microsoft Dynamics CRM for accurate reporting.

Revenue Recognition Automation

Automatically record revenue and update financial records in Microsoft Dynamics CRM based on sales activities in Invoice Ninja.

Available Triggers & Actions

Invoice Ninja logo

Invoice Ninja

Actions (8)

Create Task

Creates a task instance in Invoice Ninja for billing purposes.

Auth Required
Check Task Existence

Verify if a Task Already Exists

Auth Required
Create Client

Creates a new client in InvoiceNinja.

Auth Required
Create Invoice

Creates an invoice in Invoice Ninja for billing purposes.

Auth Required
Get Client Details from e-mail

Gets the client details if they exist by e-mail.

Auth Required
Get Report

Gets report data from InvoiceNinja.

Auth Required
Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Get Invoices

Gets data for invoices.

Auth Required
Microsoft Dynamics CRM logo

Microsoft Dynamics CRM

Actions (5)

Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Get Record

Retrieves an existing record.

Auth Required
Create Record

Creates a new record.

Auth Required
Delete Record

Deletes an existing record.

Auth Required
Update Record

Updates an existing record.

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Invoice Ninja trigger → Create/Update in Microsoft Dynamics CRM

Most Popular
Invoice NinjaInvoice Ninja

New event occurs

Microsoft Dynamics CRMMicrosoft Dynamics CRM

Custom API Call

How It Works

1

Connect Apps

Authenticate your Invoice Ninja and Microsoft Dynamics CRM accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Invoice Ninja and Microsoft Dynamics CRM with 0 available triggers for instant updates.

Automated Actions

Execute 13 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Invoice Ninja and Microsoft Dynamics CRM in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Invoice Ninja and Microsoft Dynamics CRM with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect Invoice Ninja & Microsoft Dynamics CRM?

Join thousands of users automating their workflows with Mazaal AI