Compass and Invoice Ninja automations

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

59 scenarios

Completed Invoice Ninja tasks — posted to Compass
A form request — a tracker task and a team alert
A paid invoice moves the deal in your CRM
New invoice alerts — straight into your team chat
A landing-page lead — into CRM, a task and chat at once
Meeting notes turned into tasks and a summary
A task and an alert on every deal move in your CRM
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
Automatic bug triage: priority, ticket, team alert
Onboarding a hire from a form: chats, a task and access
A receipt to the client and an alert to the team — right after payment
Daily duplicate-customer detection in your payment system
A morning task plan from Invoice Ninja to compass
Customer-feedback triage with tickets — automatically
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
A morning briefing of today's tasks in your chat
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Urgent tickets become tasks and an instant team alert
Revenue reports from your payment system, straight to team chat
Contract renewal reminders: an email to the client, a task for the rep
New-issue triage: task, notification, reply to the author, and a logged row
Payment dispute alerts with automatic task creation
Stock sentiment from social media — into tasks and alerts
Meeting attendance: a log, the late list and a summary in your chat
Critical bugs from testing escalated straight to tickets and engineering chat
Release notes, a QA task and team alerts — straight from a version tag
Error-log watch with automatic tickets
Failed-login detection with tickets and alerts
A daily launch digest — with a task for each notable one
A daily numbers summary — to chat and email
Ticket triage and escalation with response-time control
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website lead scoring — a task for the rep only on the strong ones
Incident response — ticket, alert, and report in seconds
Catch churning customers early: record updated, task created, team alerted
Events on autopilot: registration, payment, reminders
Tasks and a recap email after a meeting — from one yes
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
IT tickets by voice from Telegram — straight into Invoice Ninja
A daily goals report: what's on plan and what's behind
Support tickets turned into a prioritized engineering backlog
Tasks from your meeting recording, straight into the tracker
A full new-client welcome after the form
A pre-meeting brief: last notes, open tickets, recent changes
An end-of-day report — written by AI and sent for you
Emailed invoices — into your books, automatically
Tester feedback triage: tickets, knowledge base and a reply to the author
Kick off a client project the moment they pay