Freshworks CRM and Invoice Ninja automations

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

87 scenarios

New invoices in Invoice Ninja — Bookings in freshworksCrm
New customers in Invoice Ninja — Deleting tasks in Freshworks CRM
New customers in Invoice Ninja — Notes in Freshworks CRM
New customers in Invoice Ninja — Finding contacts in Freshworks CRM
New invoices in Invoice Ninja — Deleting tasks in Freshworks CRM
Sales from Invoice Ninja flow into Freshworks CRM
New customers in Invoice Ninja — Updating deals in Freshworks CRM
New vendors in invoiceNinja — Contacts in Freshworks CRM
New customers in Invoice Ninja — Tasks in Freshworks CRM
New invoices in Invoice Ninja — Deleting contacts in Freshworks CRM
New customers in Invoice Ninja — Updating notes in Freshworks CRM
New invoices in Invoice Ninja — Updating notes in Freshworks CRM
New customers in Invoice Ninja — Running apis in Freshworks CRM
Buyers from Invoice Ninja land in Freshworks CRM
New customers in Invoice Ninja — Updating tasks in Freshworks CRM
New customers in Invoice Ninja — Updating contacts in Freshworks CRM
New customers in Invoice Ninja — Bookings in freshworksCrm
New payments in Invoice Ninja — Tasks in Freshworks CRM
New invoices in Invoice Ninja — Updating tasks in Freshworks CRM
New invoices in Invoice Ninja — Deals in Freshworks CRM
New tasks in Freshworks CRM — Tasks in Invoice Ninja
New Freshworks CRM contacts — into Invoice Ninja audiences
New invoices in Invoice Ninja — Contacts in Freshworks CRM
Deleted contacts in Freshworks CRM — Running apis in Invoice Ninja
New contacts in Freshworks CRM — Invoices in Invoice Ninja
New customers in Invoice Ninja — Contacts in Freshworks CRM
Deleted contacts in Freshworks CRM — Tasks in Invoice Ninja
New tasks in Freshworks CRM — Customers in Invoice Ninja
New invoices in Invoice Ninja — Deals in Freshworks CRM
New invoices in Invoice Ninja — Updating deals in Freshworks CRM
New notes in Freshworks CRM — Running apis in Invoice Ninja
New invoices in Invoice Ninja — Updating contacts in Freshworks CRM
New contacts in Freshworks CRM — Tasks in Invoice Ninja
Tasks from one Invoice Ninja — copied into the other Invoice Ninja
Updated contacts in Freshworks CRM — Transactions in invoiceNinja
New payments in Invoice Ninja — Deals in Freshworks CRM — variant 2
New tasks in Invoice Ninja — Notes in Freshworks CRM
Move tasks from one Invoice Ninja to the one you actually use
New customers in Invoice Ninja — Deals in Freshworks CRM
New orders in WooCommerce — Invoices in Invoice Ninja
New tasks in Invoice Ninja — Deals in Freshworks CRM
New deals in Freshworks CRM — Customers in Invoice Ninja
Deleted contacts in Freshworks CRM — Customers in Invoice Ninja
New customers in Invoice Ninja — Updating contacts in Freshworks CRM
New payments in Invoice Ninja — Tasks in Freshworks CRM
Updated contacts in Freshworks CRM — Payments in Invoice Ninja
Personal tasks flow into the team Invoice Ninja
New tasks in Invoice Ninja — Deleting contacts in Freshworks CRM
Tasks sync into your other Invoice Ninja
Tasks from one task manager, mirrored in the other
New customers in Invoice Ninja — Deals in Freshworks CRM
New tasks in Freshworks CRM — Running apis in Invoice Ninja
Updated contacts in Freshworks CRM — Customers in Invoice Ninja
New customers in Invoice Ninja — Contacts in Freshworks CRM
New customers in Invoice Ninja — Notes in Freshworks CRM
New contacts in Freshworks CRM — Payments in Invoice Ninja
New tasks in Invoice Ninja — Updating deals in Freshworks CRM
New contacts in Freshworks CRM — Running apis in Invoice Ninja
Deleted contacts in Freshworks CRM — Invoices in Invoice Ninja
Updated contacts in Freshworks CRM — Tasks in Invoice Ninja
New contacts in Freshworks CRM — Customers in Invoice Ninja
New tasks in Invoice Ninja — Contacts in Freshworks CRM
Copy tasks from one Invoice Ninja to another
New customers in Invoice Ninja — Tasks in Freshworks CRM
New form responses in Formstack — Invoices in Invoice Ninja
New notes in Freshworks CRM — Tasks in Invoice Ninja
New orders in GitHub — Invoices in Invoice Ninja — variant 2
New customers in Invoice Ninja — Contacts in Freshworks CRM
New customers in Invoice Ninja — Updating notes in Freshworks CRM
New expenses in Invoice Ninja — Tasks in Freshworks CRM
Updated contacts in Freshworks CRM — Invoices in Invoice Ninja
Tasks from one Invoice Ninja appear in the other
Tasks from one Invoice Ninja mirrored in the other
Contacts from Freshworks CRM into Invoice Ninja audiences
New invoices in Invoice Ninja — Tasks in Freshworks CRM
New tasks in Freshworks CRM — Invoices in Invoice Ninja
New notes in Freshworks CRM — Tasks in Invoice Ninja
New Invoice Ninja customer: a Freshworks CRM contact and a Gmail email
New records from Invoice Ninja — as contacts in Freshworks CRM
New customers in Invoice Ninja — Deals in Freshworks CRM
Route each new order into your CRM, invoices, and mailing list
A landing-page lead — into CRM, a task and chat at once
A lead replies — the CRM card updates and a task lands on a rep
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Tasks from your meeting recording, straight into the tracker
An end-of-day report — written by AI and sent for you
Action-emails — straight onto your to-do list