Create New Salesmate Contacts as Clients in Invoice Ninja
Invoice Ninja is an open-source platform to create invoices & quotes in seconds. Not just plain invoices it lets you brand and customize them to suit your business needs. Add your company logo to invoices!
With the power of contact management, invoicing, quotation management*, product management and more from Invoice Ninja and Salesmate as a CRM along with Zapier as the bridge. The Invoice Ninja Salesmate Zap Integration saves the precious time of your sales teams by adding new clients to Invoice Ninja automatically and helps manage their invoicing smoothly.
Not just these you can also:
- Create Salesmate Contacts from new Invoice Ninja clients
- Create Salesmate Activities from new Invoice Ninja quotes
- Create or update Salesmate deals from new Invoice Ninja quotes*
Here's how you can set this up using Zapier.
You will need the following working accounts to configure this integration:
- Invoice Ninja
In Zapier, follow the below steps to create your Zap:
- Click on Make a Zap
- Choose a Trigger App: Salesmate
- Select the Trigger: New Contact
- Connect to your Salesmate account
- Test Salesmate
- Next set up your Action app. This could be to find or create a contact or deal
- Select the Action App: Invoice Ninja
- Select Action: For example, we are taking Create Client
- Connect to your Invoice Ninja account
- Set up the Invoice Ninja Client
- Test Invoice Ninja
- Choose the Folder where you wish to Save this Zap and Enable it
- Once a new Contact is created in Salesmate it will be automatically added to Invoice Ninja for further quotation* and invoice management
* Available in Invoice Ninja Pro Plan.