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Connect Microsoft Dynamics CRM to Invoice Ninja

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

5-minute setup
Enterprise secure
No coding required

Why Connect Microsoft Dynamics CRM & Invoice Ninja?

Automated Invoice Generation

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

Financial Data Synchronization

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

Revenue Recognition Automation

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

Available Triggers & Actions

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
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

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 Microsoft Dynamics CRM trigger → Create/Update in Invoice Ninja

Most Popular
Microsoft Dynamics CRMMicrosoft Dynamics CRM

New event occurs

Invoice NinjaInvoice Ninja

Create Task

How It Works

1

Connect Apps

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

Custom Field Mapping

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

Error Handling

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

Invoice Ninja logoMicrosoft Dynamics CRM logo

Reverse Integration Available

Also connect Invoice Ninja to Microsoft Dynamics CRM for bidirectional automation

View Integration
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All Microsoft Dynamics CRM Integrations

Explore all available Microsoft Dynamics CRM connections

View All Integrations
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All Invoice Ninja Integrations

Explore all available Invoice Ninja connections

View All Integrations

Ready to Connect Microsoft Dynamics CRM & Invoice Ninja?

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