Invoice Ninja and Keap automations — Personal Productivity

Ready-made scenarios where Invoice Ninja and Keap work for you (personal productivity): pick one — a copy appears in your account and runs on its own.

48 scenarios

New customers in Invoice Ninja — Emails in Keap
New payments in Invoice Ninja — Sending emails in Keap
New payments in Invoice Ninja — Emails in Keap
New CRM deal, task in your task manager
New customers in Invoice Ninja — Sending emails in Keap
Deal moves a stage in Keap — a task appears in Invoice Ninja
New contacts in Keap — Deleting tasks in Invoice Ninja
New lead in Keap becomes a task in Invoice Ninja
Keap submissions become tasks in Invoice Ninja
New Keap projects become tasks in Invoice Ninja
Personal Keap tasks flow into the team Keap
New tasks in Invoice Ninja — Sending emails in Keap
New tasks in Invoice Ninja — Deleting contacts in Keap
New tasks in Invoice Ninja — Emails in Keap
New notes in Keap — Running apis in Invoice Ninja
New payments in Keap — Tasks in Invoice Ninja
New contacts in Keap — Finding emails in Gmail
New notes in Keap — Tasks in Invoice Ninja
New invoices in Invoice Ninja — Sending emails in Keap
New tasks in Invoice Ninja — Companies in Keap
New customers in Invoice Ninja — Sending emails in Keap
New files in Keap — Tasks in Invoice Ninja
New emails in Keap — Tasks in Invoice Ninja
New customers in Invoice Ninja — Emails in Keap
New tasks in Invoice Ninja — Contacts in Keap
New contacts in Keap — Tasks in Invoice Ninja
New orders in Keap — Tasks in Invoice Ninja
New tasks in Invoice Ninja — Notes in Keap
Updated contacts in Keap — Tasks in Invoice Ninja
New tasks in Invoice Ninja — Running apis in Keap
New Invoice Ninja customer: a Keap contact and a Gmail email
New notes in Freshworks CRM — Tasks in Freshworks CRM
Weekly Avito stats: an email via Keap and a task in Invoice Ninja
Verify Invoice Ninja customers' emails via hunter and send via Keap
New notes in Keap — Tasks in Invoice Ninja
A morning digest: email, news and tasks in one message
A daily overdue-tasks report in your inbox
The sprint report — it goes out to stakeholders on its own
A daily sprint and time-tracking report, by email
Team-capacity tracking with over-allocation alerts
A daily briefing by email: tasks and meetings in one message
A daily numbers summary — to chat and email
Cross-tool task dependencies, reconciled every night
A personal assistant in your messenger: email, calendar and tasks by voice
Daily task summaries and a weekly report by email
An end-of-day report — written by AI and sent for you
Action-emails — straight onto your to-do list
A Invoice Ninja project from a feature description — with tasks and sub-tasks