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Invoice Ninja logo
Upgrade.chat logo

Connect Invoice Ninja to Upgrade.chat

Automate workflows and sync data between Invoice Ninja and Upgrade.chat with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Invoice Ninja & Upgrade.chat?

Automated Invoice Generation

Create invoices in Upgrade.chat 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 Upgrade.chat for accurate reporting.

Revenue Recognition Automation

Automatically record revenue and update financial records in Upgrade.chat 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
Upgrade.chat logo

Upgrade.chat

Triggers (3)

New Lead

Triggers when a new lead is created

webhook
New Payment

Triggers when a new payment is created

webhook
New Subscription

triggers when a new subscription is created

webhook

Actions (6)

Add or Update Contact

Creates a new contact.

Auth Required
Add or Update Contact (Extended)

Adds or updates a contact (extended version)

Auth Required
Add or Update Subscription

Creates a new subscription.

Auth Required
Create Invoice

Creates a new invoice in the CRM.

Auth Required
Create Product

Creates a new product in the CRM

Auth Required
Get Contact Details

Get Contact Details

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 Upgrade.chat

Most Popular
Invoice NinjaInvoice Ninja

New event occurs

Upgrade.chatUpgrade.chat

Add or Update Contact

When Upgrade.chat trigger → Update Invoice Ninja

Bi-directional
Upgrade.chatUpgrade.chat

New Lead

Invoice NinjaInvoice Ninja

Create Task

How It Works

1

Connect Apps

Authenticate your Invoice Ninja and Upgrade.chat 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 Upgrade.chat with 3 available triggers for instant updates.

Automated Actions

Execute 14 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 Upgrade.chat in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Invoice Ninja and Upgrade.chat 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 & Upgrade.chat?

Join thousands of users automating their workflows with Mazaal AI