Invoice Ninja and Keap automations

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

87 scenarios

New CRM deal, task in your task manager
New lead in Keap becomes a task in Invoice Ninja
Buyers from Invoice Ninja land in Keap
Keap submissions become tasks in Invoice Ninja
New Invoice Ninja payment — contact created or updated in Keap
Sales from Invoice Ninja flow into Keap
New Keap projects become tasks in Invoice Ninja
Deal moves a stage in Keap — a task appears in Invoice Ninja
Contacts from Keap into Invoice Ninja audiences
Personal Keap tasks flow into the team Keap
New Keap contacts — into Invoice Ninja audiences
Text from chat photos, straight into a sheet
A morning digest: email, news and tasks in one message
A form request into a tracker issue
Support email sorts itself and becomes tasks
Route each new order into your CRM, invoices, and mailing list
An invoice archive from your accounting in the cloud — automatically
Scheduled invoice payment reminders for customers
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
Automatic payment reminders for Invoice Ninja invoices
The sprint report — it goes out to stakeholders on its own
Unpaid-invoice control: task and email — on their own
Candidate shortlisting, emails and screening tasks
Urgent tasks that don't stall
Turn support emails into tracker tickets automatically
Recovering failed payments — with emails, automatically
A receipt to the client and an alert to the team — right after payment
Invoices from an order form — issued and sent automatically
Requests from Notion — into Invoice Ninja tasks with a team notice
An invoice to the client — from one status change
Meeting notes — into tasks, participant emails and a summary
Time-based invoices and missing-hours reminders in one run
Personalised welcome emails right after payment
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
A daily sprint and time-tracking report, by email
Bug reports turned into proper tickets
A follow-up email after a canceled meeting — automatically
Release notes — ready the moment a version ships
Stuck tickets, followed up automatically
Interview bookings — call, task and emails assembled automatically
Team-capacity tracking with over-allocation alerts
A daily briefing by email: tasks and meetings in one message
New-issue triage: task, notification, reply to the author, and a logged row
A lead replies — the CRM card updates and a task lands on a rep
Polite candidate rejections sent by email, with the task closed
Contract renewal reminders: an email to the client, a task for the rep
Smart support triage with Invoice Ninja
Critical bugs from testing escalated straight to tickets and engineering chat
Welcome emails for new customers with tracking
Paid access to Zoom meetings via Invoice Ninja
A daily launch digest — with a task for each notable one
A daily numbers summary — to chat and email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
B2B prospect search and personal outreach — on autopilot
Tasks and a recap email after a meeting — from one yes
Events on autopilot: registration, payment, reminders
Incident response — ticket, alert, and report in seconds
Website lead scoring — a task for the rep only on the strong ones
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Change request routing: tickets, audit trail and notifications
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Call summaries, tasks and follow-ups, automatically
A daily goals report: what's on plan and what's behind
IT tickets by voice from Telegram — straight into Invoice Ninja
A personal assistant in your messenger: email, calendar and tasks by voice
Route change requests by the rules — no manual triage
Early warning for a reputation crisis
Daily task summaries and a weekly report by email
Customer feedback sorted into themes, tasks and a weekly report
Tasks from your meeting recording, straight into the tracker
A full new-client welcome after the form
Support tickets turned into a prioritized engineering backlog
Consolidating revenue from every till and prepping filings
An end-of-day report — written by AI and sent for you
Reconcile payments, bank and orders — mismatches found for you
Tester feedback triage: tickets, knowledge base and a reply to the author
Kick off a client project the moment they pay
Action-emails — straight onto your to-do list
Invoices from orders and payment reminders — automatically
A Invoice Ninja project from a feature description — with tasks and sub-tasks
Reminders and escalation for stalled tickets