Invoice Ninja and SendGrid automations

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

70 scenarios

A morning digest: email, news and tasks in one message
A form request into a tracker issue
Route each new order into your CRM, invoices, and mailing list
Support email sorts itself and becomes tasks
Scheduled invoice payment reminders for customers
A daily overdue-tasks report in your inbox
Automatic payment reminders for Invoice Ninja invoices
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
Urgent tasks that don't stall
Turn support emails into tracker tickets automatically
Candidate shortlisting, emails and screening tasks
Unpaid-invoice control: task and email — on their own
Invoices from an order form — issued and sent automatically
A receipt to the client and an alert to the team — right after payment
Recovering failed payments — with emails, automatically
An invoice to the client — from one status change
Meeting notes — into tasks, participant emails and a summary
Requests from Notion — into Invoice Ninja tasks with a team notice
Tickets prioritized by importance, tasks created for you
Personalised welcome emails right after payment
Time-based invoices and missing-hours reminders in one run
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
A follow-up email after a canceled meeting — automatically
A daily sprint and time-tracking report, by email
Stuck tickets, followed up automatically
Release notes — ready the moment a version ships
Interview bookings — call, task and emails assembled automatically
Team-capacity tracking with over-allocation alerts
Smart support triage with Invoice Ninja
Contract renewal reminders: an email to the client, a task for the rep
A daily briefing by email: tasks and meetings in one message
Polite candidate rejections sent by email, with the task closed
New-issue triage: task, notification, reply to the author, and a logged row
Critical bugs from testing escalated straight to tickets and engineering chat
Welcome emails for new customers with tracking
A daily numbers summary — to chat and email
Paid access to Zoom meetings via Invoice Ninja
A daily launch digest — with a task for each notable one
Data-quality watch that alerts only on real issues
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
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
Website lead scoring — a task for the rep only on the strong ones
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Call summaries, tasks and follow-ups, automatically
Route change requests by the rules — no manual triage
A daily goals report: what's on plan and what's behind
Change request routing: tickets, audit trail and notifications
Reorder recommendations from your stock table — automatically
A personal assistant in your messenger: email, calendar and tasks by voice
A morning traffic summary for your site — in plain words
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
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
An end-of-day report — written by AI and sent for you
Consolidating revenue from every till and prepping filings
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