Invoice Ninja and Roistat automations

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

52 scenarios

New customers in Invoice Ninja — Running apis in Roistat
New customers in Invoice Ninja — Finding reports in Roistat
New invoices in Invoice Ninja — Deleting records in Roistat
New payments in Invoice Ninja — Records in Roistat
New customers in Invoice Ninja — Records in Roistat
New tasks in Invoice Ninja — Running apis in Roistat
New payments in Invoice Ninja — Records in Roistat
Tasks from one Roistat land on the other board
New payments in Invoice Ninja — Records in Roistat
New customers in Invoice Ninja — Deleting records in Roistat
New records in Roistat — Customers in Invoice Ninja
New form responses in HubSpot — Customers in Invoice Ninja
New records in Roistat — Tasks in Invoice Ninja
New transactions in invoiceNinja — Records in Roistat
New payments in Invoice Ninja — Records in Roistat
New records in Roistat — Invoices in Invoice Ninja
New records in Roistat — Expenses in Invoice Ninja
New invoices in Invoice Ninja — Records in Roistat
New payments in Invoice Ninja — Records in Roistat
New records in Roistat — Transactions in invoiceNinja
New customers in Invoice Ninja — Records in Roistat
New tasks in Invoice Ninja — Records in Roistat
Closed deals from pipedrive — an invoice in Invoice Ninja and a record in the base
Text from chat photos, straight into a sheet
A record of every Invoice Ninja payment in Roistat
New clients as records in a second system
Weekly Roistat stats: an email via Gmail and a task in Invoice Ninja
Gauging callers' mood and personalized texts through twilio
Accounting customers — into a spreadsheet every month
Daily duplicate-customer detection in your payment system
Form feedback turned into tasks across your trackers
Personalised welcome emails right after payment
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
A daily revenue forecast — from your own payments
Feedback sorted by sentiment — and every complaint becomes a ticket
Team-capacity tracking with over-allocation alerts
Topic legislation tracker with tasks
New-issue triage: task, notification, reply to the author, and a logged row
Meeting attendance: a log, the late list and a summary in your chat
Paid access to Zoom meetings via Invoice Ninja
Failed-login detection with tickets and alerts
Cross-tool task dependencies, reconciled every night
Incident response — ticket, alert, and report in seconds
Content ideas from your audience's real pain points
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
Route change requests by the rules — no manual triage
Customer feedback sorted into themes, tasks and a weekly report
A pre-meeting brief: last notes, open tickets, recent changes
Tester feedback triage: tickets, knowledge base and a reply to the author