Invoice Ninja

The Invoice Ninja modules enable you to monitor, create, update, list, retrieve, and delete the clients, expenses, invoices, payments, products, recurring invoices, event types, and memberships in your Invoice Ninja account.

Getting Started with Invoice Ninja

Prerequisites

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Invoice Ninja to Integromat

To connect your Invoice Ninja account to Integromat you need to obtain the API token from your Invoice Ninja account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Invoice Ninja account.

2. Click Settings > Account Management > API Token > + .

3. Enter a name for the token and click Save.

4. Copy the API Token to your clipboard. 

5. Go to Integromat and open the Invoice Ninja module's Create a connection dialog.

6. In the Connection name field, enter a name for the connection.

7. In the Domain field, enter your account URL address. For example, https://invoicing.co/#/.

8. In the API Token field, enter the token copied in step 4, and click Continue.

The connection has been established.

Clients

Watch New Clients

Triggers when a new client is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Invoice Ninja account.

List Clients

Gets all clients.

ConnectionEstablish a connection to your Invoice Ninja account.
IncludeSelect or map the option to include in the client details.
LimitSet the maximum number of clients Integromat should return during one execution cycle.

Get a Client

Gets a client.

ConnectionEstablish a connection to your Invoice Ninja account.
Client IDSelect or map the Client ID whose details you want to retrieve.
IncludeSelect or map the options to include in the client details. For example, activities.

Create a Client

Creates a client.

ConnectionEstablish a connection to your Invoice Ninja account.
NameEnter (map) the client's name.
Assigned User IDSelect or map the User ID assigned to the client.
PhoneEnter (map) the client's phone number.
WebsiteEnter (map) the client's website URL address.
Private NotesEnter (map) the information about the client you would like to mention or share internally.
Public NotesEnter (map) the information about the client you would like to mention or share publicly.
Size IDSelect or map the client's employee size. For example, 51-100.
Industry IDSelect or map the industry to which the client belongs. For example, Entertainment.
Billing Address 1Enter (map) the client's billing address street name.
Billing Address 2Enter (map) the client's billing address street name.
Billing CityEnter (map) the city name.
Billing StateEnter (map) the state name.
Billing Postal CodeEnter (map) the area postal code.
Billing Country IDSelect or map the client's billing country.
Custom Value (1-4)Enter (map) the client's custom value.
Shipping Address 1Enter (map) the client's shipping address street name.
Shipping Address 2Enter (map) the client's shipping address street name.
Shipping CityEnter (map) the city name.
Shipping StateEnter (map) the state name.
Shipping Postal CodeEnter (map) the area postal code.
Shipping Country IDSelect or map the client's shipping country.
SettingsAdd the settings for the client:
Currency ID
Select or map the Currency ID applicable to the client.
Payment Terms
Select or map the payment terms applicable to the client.
ID NumberEnter (map) the client's ID number.
VAT NumberEnter (map) the client's VAT number.
NumberEnter (map) the client number.
Group Settings IDSelect or map the Group Settings ID associated with the client.

Update a Client

Updates a client.

ConnectionEstablish a connection to your Invoice Ninja account.
Client IDSelect or map the Client ID whose details you want to update.
NameEnter (map) the client's name.
Assigned User IDSelect or map the User ID assigned to the client.
PhoneEnter (map) the client's phone number.
WebsiteEnter (map) the client's website URL address.
Private NotesEnter (map) the information about the client you would like to mention or share internally.
Public NotesEnter (map) the information about the client you would like to mention or share publicly.
Size IDSelect or map the client's employee size. For example, 51-100.
Industry IDSelect or map the industry to which the client belongs. For example, Entertainment.
Billing Address 1Enter (map) the client's billing address street name.
Billing Address 2Enter (map) the client's billing address street name.
Billing CityEnter (map) the city name.
Billing StateEnter (map) the state name.
Billing Postal CodeEnter (map) the area postal code.
Billing Country IDSelect or map the client's billing country.
Custom Value (1-4)Enter (map) the client's custom value.
Shipping Address 1Enter (map) the client's shipping address street name.
Shipping Address 2Enter (map) the client's shipping address street name.
Shipping CityEnter (map) the city name.
Shipping StateEnter (map) the state name.
Shipping Postal CodeEnter (map) the area postal code.
Shipping Country IDSelect or map the client's shipping country.
SettingsAdd the settings for the client:
Currency ID
Select or map the Currency ID applicable to the client.
Payment Terms
Select or map the payment terms applicable to the client.
ID NumberEnter (map) the client's ID number.
VAT NumberEnter (map) the client's VAT number.
NumberEnter (map) the client number.
Group Settings IDSelect or map the Group Settings ID associated with the client.

Delete a Client

Deletes a client.

ConnectionEstablish a connection to your Invoice Ninja account.
Client IDSelect or map the Client ID you want to delete.

Products

List Products

Gets all products.

ConnectionEstablish a connection to your Invoice Ninja account.
IncludeSelect or map the option to include in the product details. For example, Company.
LimitSet the maximum number of products Integromat should return during one execution cycle.pr

Get a Product

Gets a product.

ConnectionEstablish a connection to your Invoice Ninja account.
Product IDSelect or map the Product ID whose details you want to retrieve.
IncludeSelect or map the options to include in the product details. For example, Company.

Create a Product

Creates a product.

ConnectionEstablish a connection to your Invoice Ninja account.
Product KeySelect or map the product key details.
NotesEnter (map) the product information.
CostEnter (map) the product cost.
PriceEnter (map) the product price information.
QuantityEnter (map) the product quantity available.
Tax Name 1Enter (map) the product tax name.
Tax Rate 1Enter (map) the tax rate percentage or amount.
Tax Name 2Enter (map) the product tax name.
Tax Rate 2Enter (map) the tax rate percentage or amount.
Tax Name 3Enter (map) the product tax name.
Tax Rate 3Enter (map) the tax rate percentage or amount.
Custom Value (1-4)Enter (map) the custom values of the product. For example, product dimensions.

Update a Product

Updates a product.

ConnectionEstablish a connection to your Invoice Ninja account.
Product IDSelect or map the Product ID whose details you want to update.
Product KeySelect or map the product key details.
NotesEnter (map) the product information.
CostEnter (map) the product cost.
PriceEnter (map) the product price information.
QuantityEnter (map) the product quantity available.
Tax Name 1Enter (map) the product tax name.
Tax Rate 1Enter (map) the tax rate percentage or amount.
Tax Name 2Enter (map) the product tax name.
Tax Rate 2Enter (map) the tax rate percentage or amount.
Tax Name 3Enter (map) the product tax name.
Tax Rate 3Enter (map) the tax rate percentage or amount.
Custom Value (1-4)Enter (map) the custom values of the product. For example, product dimension.

Delete a Product

Deletes a product.

ConnectionEstablish a connection to your Invoice Ninja account.
Product IDSelect or map the Product ID you want to delete.

Invoices

Watch New Invoice

Triggers when a new invoice is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Invoice Ninja account.

List Invoices

Gets all invoices.

ConnectionEstablish a connection to your Invoice Ninja account.
IncludeSelect or map the option you want to include the invoice details you want to list. For example, client.
LimitSet the maximum number of invoices Integromat should return during one execution cycle.

Get an Invoice

Gets an invoice.

ConnectionEstablish a connection to your Invoice Ninja account.
Invoice IDSelect or map the Invoice ID whose details you want to retrieve.
IncludeSelect or map the option you want to include the invoice details you want to list.

Create an Invoice

Creates an invoice.

ConnectionEstablish a connection to your Invoice Ninja account.
Client IDSelect or map the Client ID whose invoice you want to create.
DateEnter (map) the date of the invoice.
Due DateEnter (map) the date on which the invoice is due for payment.
NumberEnter (map) the invoice number.
PO NumberEnter (map) the purchase order number of the invoice.
DiscountEnter (map) the discount applicable on the invoice in percentage.
TermsEnter (map) the terms applicable to the invoice.
Public NotesEnter (map) the information about the invoice which you want to share internally with the team members.
Private NotesEnter (map) the information about the invoice which you want to share publicly.
FooterEnter (map) the invoice footer text.
Tax Name 1Enter (map) the tax name applicable to the invoice. For example, VAT.
Tax Rate 1Enter (map) the tax rate applicable to the invoice. For example, 5%.
Tax Name 2Enter (map) the tax name applicable to the invoice. For example, VAT.
Tax Rate 2Enter (map) the tax rate applicable to the invoice. For example, 5%.
Tax Name 3Enter (map) the tax name applicable to the invoice. For example, Sales Tax.
Tax Rate 3Enter (map) the tax rate applicable to the invoice. For example, 5%.
Is Amount DiscountSelect whether the invoice amount is after the discount.
PartialEnter (map) the partial amount of the invoice.
Partial Due DateEnter (map) the date on which the partial amount is due.
Custom Value (1-4)Enter (map) the custom values for the invoice. 
Line ItemsAdd the line items:
Product KeySelect or map the product key details.
QuantitySelect or map the Product ID whose details you want to retrieve.
CostEnter (map) the product cost.
NotesEnter (map) the product information which you would like to mention.
DiscountEnter (map) the discount applied to the product.
Tax Name 1Enter (map) the product tax name.
Tax Rate 1Enter (map) the tax rate percentage or amount.
Tax Name 2Enter (map) the product tax name.
Tax Rate 2Enter (map) the tax rate percentage or amount.
Tax Name 3Enter (map) the product tax name.
Tax Rate 3Enter (map) the tax rate percentage or amount.
Is Amount discountSelect whether the invoice amount is after the discount.
PartialEnter (map) the partial amount of the invoice.
Partial Due DateEnter (map) the date on which the partial amount is due. 
Custom Values (1-4)Enter (map) the custom values of the product. For example, product dimensions.
Type IDSelect or map the product Type ID:
  • Product
  • Service
  • Unpaid Gateway Fee
  • Paid Gateway Fee
  • Late Fee
Line TotalEnter (map) the line total items.
DateEnter (map) the date when you are adding to the product.

Custom Surcharge (1-4)Enter (map) the custom surcharges of the product. For example, product dimensions.  
Design IDSelect or map the invoice Design ID. For example, creative.
Assigned User IDSelect or map the assigned User ID for the invoice.
Exchange RateEnter (map) the currency exchange rate applicable to the invoice.

Update an Invoice

Updates an invoice.

ConnectionEstablish a connection to your Invoice Ninja account.
Invoice IDSelect or map the Invoice ID whose details you want to update.
Client IDSelect or map the Client ID whose invoice you want to create.
DateEnter (map) the date of the invoice.
Due DateEnter (map) the date on which the invoice is due for payment.
NumberEnter (map) the invoice number.
PO NumberEnter (map) the purchase order number of the invoice.
DiscountEnter (map) the discount applicable on the invoice in percentage.
TermsEnter (map) the terms applicable to the invoice.
Public NotesEnter (map) the information about the invoice which you want to share internally with the team members.
Private NotesEnter (map) the information about the invoice which you want to share publicly.
FooterEnter (map) the invoice footer text.
Tax Name 1Enter (map) the tax name applicable to the invoice. For example, VAT.
Tax Rate 1Enter (map) the tax rate applicable to the invoice. For example, 5%.
Tax Name 2Enter (map) the tax name applicable to the invoice. For example, VAT.
Tax Rate 2Enter (map) the tax rate applicable to the invoice. For example, 5%.
Tax Name 3Enter (map) the tax name applicable to the invoice. For example, Sales Tax.
Tax Rate 3Enter (map) the tax rate applicable to the invoice. For example, 5%.
Is Amount DiscountSelect whether the invoice amount is after the discount.
PartialEnter (map) the partial amount of the invoice.
Partial Due DateEnter (map) the date on which the partial amount is due.
Custom Value (1-4)Enter (map) the custom values for the invoice. 
Line ItemsAdd the line items:
Product KeySelect or map the product key details.
QuantitySelect or map the Product ID whose details you want to retrieve.
CostEnter (map) the product cost.
NotesEnter (map) the product information which you would like to mention.
DiscountEnter (map) the discount applied to the product.
Tax Name 1Enter (map) the product tax name.
Tax Rate 1Enter (map) the tax rate percentage or amount.
Tax Name 2Enter (map) the product tax name.
Tax Rate 2Enter (map) the tax rate percentage or amount.
Tax Name 3Enter (map) the product tax name.
Tax Rate 3Enter (map) the tax rate percentage or amount.
Is Amount discountSelect whether the invoice amount is after the discount.
PartialEnter (map) the partial amount of the invoice.
Partial Due DateEnter (map) the date on which the partial amount is due. 
Custom Values (1-4)Enter (map) the custom values of the product. For example, product dimensions.
Type IDSelect or map the product Type ID:
  • Product
  • Service
  • Unpaid Gateway Fee
  • Paid Gateway Fee
  • Late Fee
Line TotalEnter (map) the line total items.
DateEnter (map) the date when you are adding to the product.
Custom Surcharge (1-4)Enter (map) the custom surcharges of the product. For example, product dimensions.  
Design IDSelect or map the invoice Design ID. For example, creative.
Assigned User IDSelect or map the assigned User ID for the invoice.
Exchange RateEnter (map) the currency exchange rate applicable to the invoice.

Delete an Invoice

Deletes an invoice.

ConnectionEstablish a connection to your Invoice Ninja account.
Invoice IDSelect or map the Invoice ID you want to delete.

Recurring Invoices

List Recurring Invoices

Gets all recurring invoices.

Connection Establish a connection to your Invoice Ninja account.
LimitSet the maximum number of recurring invoices Integromat should return during one execution cycle.

Get a Recurring Invoice

Gets a recurring invoice.

Connection Establish a connection to your Invoice Ninja account.
Recurring Invoice IDSelect or map the Recurring Invoice ID whose details you want to retrieve.

Create a Recurring Invoice

Creates a recurring invoice.

Connection Establish a connection to your Invoice Ninja account.
Client IDSelect or map the Client ID for which you want to create the recurring invoice.
Frequency IDSelect or map the recurring frequency ID. For example, Weekly.
Project IDSelect or map the Project ID to which the invoice belongs.
NumberEnter (map) the recurring invoice number.
DiscountEnter (map) the discount percentage applicable on the invoice.
Is Amount DiscountSelect whether the invoice amount is after the discount.
PO NumberEnter (map) the purchase order number of the invoice.
DateEnter (map) the date of the invoice.
Due DateEnter (map) the date on which the invoice is due for payment.
Due Date DaysEnter (map) the days on which the invoice is due for payment.
Line ItemsAdd the line items:
Product KeySelect or map the product key details.
QuantitySelect or map the Product ID whose details you want to retrieve.
CostEnter (map) the product cost.
NotesEnter (map) the product information which you would like to mention.
DiscountEnter (map) the discount applied to the product.
Tax Name 1Enter (map) the product tax name.
Tax Rate 1Enter (map) the tax rate percentage or amount.
Tax Name 2Enter (map) the product tax name.
Tax Rate 2Enter (map) the tax rate percentage or amount.
Tax Name 3Enter (map) the product tax name.
Tax Rate 3Enter (map) the tax rate percentage or amount.
Is Amount discountSelect whether the invoice amount is after the discount.
PartialEnter (map) the partial amount of the invoice.
Partial Due DateEnter (map) the date on which the partial amount is due.  
Custom Values (1-4)Enter (map) the custom values of the product. For example, product dimensions.
Type IDSelect or map the product Type ID:
  • Product
  • Service
  • Unpaid Gateway Fee
  • Paid Gateway Fee
  • Late Fee
Line TotalEnter (map) the line total items.
DateEnter (map) the date when you are adding to the product.

FooterEnter (map) the invoice footer text.
Public NotesEnter (map) the information about the invoice which you want to share internally with the team members.
Private NotesEnter (map) the information about the invoice which you want to share publicly.
TermsEnter (map) the terms applicable to the invoice.
Tax Name 1Enter (map) the tax name applicable to the invoice. For example, VAT.
Tax Rate 1Enter (map) the tax rate applicable to the invoice. For example, 5%.
Tax Name 2Enter (map) the tax name applicable to the invoice. For example, VAT.
Tax Rate 2Enter (map) the tax rate applicable to the invoice. For example, 5%.
Tax Name 3Enter (map) the tax name applicable to the invoice. For example, VAT.
Tax Rate 3Enter (map) the tax rate applicable to the invoice. For example, 5%.
Custom Value (1-4)Enter (map) the custom values for the invoice.  
AmountEnter (map) the invoice amount.
PartialEnter (map) the partial amount payable for the invoice.
Next Send DateEnter (map) the date on which the invoice should be sent again.
Remaining CyclesSelect or map the number of cycles remaining for the recurring invoices. 
Auto BillEnter (map) the auto bill information of the invoice.
Auto Bill EnabledSelect whether the auto-billing is enabled for the invoice.
Custom Surcharges (1-4)Enter (map) the custom surcharges of the product. For example, product dimensions.  
Design IDSelect or map the invoice Design ID. For example, creative.
Assigned User IDSelect or map the assigned User ID for the invoice.
Exchange RateEnter (map) the currency exchange rate applicable to the invoice.

Update a Recurring Invoice

Updates a recurring invoice.

Connection Establish a connection to your Invoice Ninja account.
Recurring Invoice IDSelect or map the Recurring Invoice ID whose details you want to update.

See the Creating a Recurring Invoice section for field descriptions.

Delete a Recurring Invoice

Deletes a recurring invoice.

Connection Establish a connection to your Invoice Ninja account.
Recurring Invoice IDSelect or map the Recurring Invoice ID you want to delete.

Payments

Watch New Payment

Triggers when a new payment is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook NameEnter a name for the webhook.
Connection Establish a connection to your Invoice Ninja account.

List Payments

Gets all payments.

ConnectionEstablish a connection to your Invoice Ninja account.
IncludeSelect or map the option to include in the payment details.
LimitSet the maximum number of payments Integromat should return during one execution cycle.

Get a Payment

Gets a payment.

ConnectionEstablish a connection to your Invoice Ninja account.
Payment IDSelect or map the Payment ID whose details you want to retrieve.
IncludeSelect or map the option whose relationship responses you want to receive in the payment details.

Create a Payment

Creates a payment.

ConnectionEstablish a connection to your Invoice Ninja account.
Client IDSelect or map the Client ID whose payment you want to create.
Assigned User IDSelect or map the User ID to whom the payment is assigned.
AmountEnter (map) the payment amount.
DateEnter (map) the date of the payment.
Type IDSelect or map the payment type. For example, check.
Transaction ReferenceEnter (map) the payment transaction reference number.
Private NotesEnter (map) the additional information about the payment which you want to share internally.
NumberEnter (map) the payment number.
Custom Value (1-4)Enter (map) the payment custom values. For example, the reason for payment.

Update a Payment

Updates a payment.

ConnectionEstablish a connection to your Invoice Ninja account.
Payment IDSelect or map the Payment ID whose details you want to update.
Client IDSelect or map the Client ID whose payment you want to create.
Assigned User IDSelect or map the User ID to whom the payment is assigned.
AmountEnter (map) the payment amount.
DateEnter (map) the date of the payment.
Type IDSelect or map the payment type. For example, check.
Transaction ReferenceEnter (map) the payment transaction reference number.
Private NotesEnter (map) the additional information about the payment which you want to share internally.
NumberEnter (map) the payment number.

Delete a Payment

Deletes a payment.

ConnectionEstablish a connection to your Invoice Ninja account.
Payment IDSelect or map the Payment ID you want to delete.

Quotes 

Watch New Quotes

Triggers when a new quote is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook NameEnter a name for the webhook.
Connection Establish a connection to your Invoice Ninja account.

List Quotes

Gets all quotes.

ConnectionEstablish a connection to your Invoice Ninja account.
IncludeSelect or map the option to include in the quote details.
LimitSet the maximum number of quotes Integromat should return during one execution cycle.

Get a Quote

Gets a quote.

ConnectionEstablish a connection to your Invoice Ninja account.
IncludeSelect or map the option to include in the quote details.

Create a Quote

Creates a quote.

ConnectionEstablish a connection to your Invoice Ninja account.
Client IDSelect or map the Client ID for whom you are creating the quote.
DateEnter (map) the date on which you are creating the quote.
Due DateEnter (map) the due by which the quote is due.
NumberEnter (map) the quote number.
PO NumberEnter (map) the purchase order number applicable to the quote.
DiscountEnter (map) the discount applicable to the quote.
TermsEnter (map) the terms applicable to the quote.
Public NotesEnter (map) the information about the invoice which you want to share publicly. 
Private NotesEnter (map) the information about the invoice which you want to share privately.
FooterEnter (map) the invoice footer text.
Project IDSelect or map the Project ID to which the invoice belongs.
Tax Name 1Enter (map) the product tax name.
Tax Rate 1Enter (map) the tax rate percentage or amount.
Tax Name 2Enter (map) the product tax name.
Tax Rate 2Enter (map) the tax rate percentage or amount.
Tax Name 3Enter (map) the product tax name.
Tax Rate 3Enter (map) the tax rate percentage or amount.
Custom Surcharge (1-4)Enter (map) the custom surcharges of the product. For example, product dimensions.
Is Amount DiscountSelect whether the invoice amount is after the discount.
PartialEnter (map) the partial amount of the invoice.
Custom Value (1-4)Enter (map) the custom values of the product. For example, product dimensions.
Line ItemsAdd the line items to the quote:
Product KeySelect or map the product key details.
Quantity
Select or map the Product ID whose details you want to retrieve.
Cost
Enter (map) the product cost.
Notes
Enter (map) the product information which you would like to mention.
Discount
Enter (map) the discount applied to the product.
Tax Name 1
Enter (map) the product tax name.
Tax Rate 1
Enter (map) the tax rate percentage or amount.
Tax Name 2
Enter (map) the product tax name.
Tax Rate 2
Enter (map) the tax rate percentage or amount.
Tax Name 3
Enter (map) the product tax name.
Tax Rate 3
Enter (map) the tax rate percentage or amount.
Custom Value (1-4)
Enter (map) the custom values of the product. For example, product dimensions.
Type ID
Select or map the product Type ID:
  • Product
  • Service
  • Unpaid Gateway Fee
  • Paid Gateway Fee
  • Late Fee
Line Total
Enter (map) the line total items.
Date
Enter (map) the date when you are adding to the product.

Design IDSelect or map the invoice Design ID. For example, creative.
Assigned User IDSelect or map the assigned User ID for the invoice.
Exchange RateEnter (map) the currency exchange rate applicable to the quote.

Update a Quote

Updates a quote.

ConnectionEstablish a connection to your Invoice Ninja account.
Client IDSelect or map the Client ID for whom you are creating the quote.
DateEnter (map) the date on which you are creating the quote.
Due DateEnter (map) the due by which the quote is due.
NumberEnter (map) the quote number.
PO NumberEnter (map) the purchase order number applicable to the quote.
DiscountEnter (map) the discount applicable to the quote.
TermsEnter (map) the terms applicable to the quote.
Public NotesEnter (map) the information about the invoice which you want to share publicly. 
Private NotesEnter (map) the information about the invoice which you want to share privately.
FooterEnter (map) the invoice footer text.
Project IDSelect or map the Project ID to which the invoice belongs.
Tax Name 1Enter (map) the product tax name.
Tax Rate 1Enter (map) the tax rate percentage or amount.
Tax Name 2Enter (map) the product tax name.
Tax Rate 2Enter (map) the tax rate percentage or amount.
Tax Name 3Enter (map) the product tax name.
Tax Rate 3Enter (map) the tax rate percentage or amount.
Custom Surcharge (1-4)Enter (map) the custom surcharges of the product. For example, product dimensions.
Is Amount DiscountSelect whether the invoice amount is after the discount.
PartialEnter (map) the partial amount of the invoice.
Custom Value (1-4)Enter (map) the custom values of the product. For example, product dimensions.
Line ItemsAdd the line items to the quote:
Product KeySelect or map the product key details.
Quantity
Select or map the Product ID whose details you want to retrieve.
Cost
Enter (map) the product cost.
Notes
Enter (map) the product information which you would like to mention.
Discount
Enter (map) the discount applied to the product.
Tax Name 1
Enter (map) the product tax name.
Tax Rate 1
Enter (map) the tax rate percentage or amount.
Tax Name 2
Enter (map) the product tax name.
Tax Rate 2
Enter (map) the tax rate percentage or amount.
Tax Name 3
Enter (map) the product tax name.
Tax Rate 3
Enter (map) the tax rate percentage or amount.
Custom Value (1-4)
Enter (map) the custom values of the product. For example, product dimensions.
Type ID
Select or map the product Type ID:
  • Product
  • Service
  • Unpaid Gateway Fee
  • Paid Gateway Fee
  • Late Fee
Line Total
Enter (map) the line total items.
Date
Enter (map) the date when you are adding to the product.
Design IDSelect or map the invoice Design ID. For example, creative.
Assigned User IDSelect or map the assigned User ID for the invoice.
Exchange RateEnter (map) the currency exchange rate applicable to the quote.

Delete a Quote

Delete a quote.

ConnectionEstablish a connection to your Invoice Ninja account.
Quote IDSelect or map the Quote ID you want to delete.

Tasks

Watch New Task

Triggers when a new task is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook NameEnter a name for the webhook.
Connection Establish a connection to your Invoice Ninja account.

List Tasks

Gets all tasks.

ConnectionEstablish a connection to your Invoice Ninja account.
LimitSet the maximum number of tasks Integromat should return during one execution cycle.

Get a Task

Gets a task.

ConnectionEstablish a connection to your Invoice Ninja account.
Task IDSelect or map the Task ID whose details you want to retrieve.

Create a Task

Creates a task.

ConnectionEstablish a connection to your Invoice Ninja account.
Client IDSelect or map the client ID for whom you are creating the task.
Project IDSelect or map the Project ID associated with the task.
Assigned User IDSelect or map the User ID to whom you want to assign the task.
Invoice IDEnter (map) the Invoice ID applicable to the task.
NumberEnter (map) the task number.
RateEnter (map) the amount paid per hour for the task.
Status IDSelect or map the task status ID:
  • Backlog
  • Ready to go
  • In Progress
  • Done
DescriptionEnter (map) the details of the task.
Invoice DocumentsSelect whether the task has invoice documents.
Is Date BasedSelect whether the task is date-based.
Status OrderEnter (map) the task status. 
Time LogAdd the time log for the task:
Start
Enter (map) the task start time.
Stop
Enter (map) the task end time.
Custom Value (1 - 4)Enter (map) the task custom values. For example, task watchers.

Update a Task

Updates a task.

ConnectionEstablish a connection to your Invoice Ninja account.
Task ID Select or map the Task ID whose details you want to update.
Client IDSelect or map the client ID for whom you are creating the task.
Project IDSelect or map the Project ID associated with the task.
Assigned User IDSelect or map the User ID to whom you want to assign the task.
Invoice IDEnter (map) the Invoice ID applicable to the task.
NumberEnter (map) the task number.
RateEnter (map) the amount paid per hour for the task.
Status IDSelect or map the task status ID:
  • Backlog
  • Ready to go
  • In Progress
  • Done
DescriptionEnter (map) the details of the task.
Invoice DocumentsSelect whether the task has invoice documents.
Is Date BasedSelect whether the task is date-based.
Status OrderEnter (map) the task status. 
Time LogAdd the time log for the task:
Start
Enter (map) the task start time.
Stop
Enter (map) the task end time.
Custom Value (1 - 4)Enter (map) the task custom values. For example, task watchers.

Delete a Task

Deletes a task.

ConnectionEstablish a connection to your Invoice Ninja account.
Task IDSelect or map the Task ID you want to delete.

Expenses

Watch New Expense

Triggers when a new expense is added.

See the Setting Up Invoice Ninja Webhooks for adding webhook to your Invoice Ninja account.

Webhook NameEnter a name for the webhook.
Connection Establish a connection to your Invoice Ninja account.

List Expenses

Gets all expenses.

ConnectionEstablish a connection to your Invoice Ninja account.
LimitSet the maximum number of expenses Integromat should return during one execution cycle.

Get an Expense

Gets an expense.

ConnectionEstablish a connection to your Invoice Ninja account.
Expense IDSelect or map the Expense ID whose details you want to retrieve.

Create an Expense

Creates an expense.

ConnectionEstablish a connection to your Invoice Ninja account.
Client IDSelect or map the Client ID whose expense you are creating.
Assigned User IDSelect or map the User ID to whom expense is assigned.
Vendor IDSelect or map the Vendor ID to whom the expense belongs.
Invoice IDEnter (map) the Invoice ID applicable to the expense.
Currency IDEnter (map) the Currency ID applicable to the expense.
DateEnter (map) the date on the expense.
Invoice Currency IDSelect or map the Invoice Currency ID related to the expense.
AmountEnter (map) the expense amount. 
Foreign AmountEnter (map) the foreign currency amount in the expense.
Exchange RateEnter (map) the currency exchange rate applicable on the foreign amount.
Private NotesEnter (map) the information about the expense which you want to share internally with the team members. 
Public NotesEnter (map) the information about the expense which you want to share internally with the team members.
Bank IDEnter (map) the Bank ID associated with the expense.
Transaction IDEnter (map) the Transaction ID associated with the expense.
Category IDEnter (map) the Category ID of the expense.
Tax Name 1Enter (map) the tax name applicable to the expense. For example, VAT.
Tax Rate 1Enter (map) tax rate percentage applicable to the expense. For example, 5%.
Tax Amount 1Enter (map) the tax amount applicable to the expense.
Tax Name 2Enter (map) the tax name applicable to the expense. For example, Sales Tax.
Tax Rate 2Enter (map) tax rate percentage applicable to the expense. For example, 5%.
Tax Amount 2Enter (map) the tax amount applicable to the expense.
Tax Name 3Enter (map) the tax name applicable to the expense. For example, VAT.
Tax Rate 3Enter (map) tax rate percentage applicable to the expense.
Tax Amount 3Enter (map) the tax amount applicable to the expense.
Uses Inclusive TaxesSelect whether the expense amount is inclusive of all taxes.
Calculate Tax by AmountSelect whether you want to calculate the amount by the tax.
Payment DateEnter (map) the expense payment date.
Payment Type IDSelect or map the Payment ID for the expense. For example, cheque.
Project IDSelect or map the Project ID associated with the expense.
Transaction ReferenceEnter (map) the expense transaction reference number.
Invoice DocumentsSelect whether the expense has invoice documents.
Should be InvoicedSelect whether the expense should be invoiced.
Custom Value (1-4)Enter (map) the custom values for the expense.
NumberEnter (map) the expense number.

Update an Expense

Updates an expense.

ConnectionEstablish a connection to your Invoice Ninja account.
Expense IDSelect or map the Expense ID whose details to update.
Client IDSelect or map the Client ID whose expense you are creating.
Assigned User IDSelect or map the User ID to whom expense is assigned.
Vendor IDSelect or map the Vendor ID to whom the expense belongs.
Invoice IDEnter (map) the Invoice ID applicable to the expense.
Currency IDEnter (map) the Currency ID applicable to the expense.
DateEnter (map) the date on the expense.
Invoice Currency IDSelect or map the Invoice Currency ID related to the expense.
AmountEnter (map) the expense amount. 
Foreign AmountEnter (map) the foreign currency amount in the expense.
Exchange RateEnter (map) the currency exchange rate applicable on the foreign amount.
Private NotesEnter (map) the information about the expense which you want to share internally with the team members. 
Public NotesEnter (map) the information about the expense which you want to share internally with the team members.
Bank IDEnter (map) the Bank ID associated with the expense.
Transaction IDEnter (map) the Transaction ID associated with the expense.
Category IDEnter (map) the Category ID of the expense.
Tax Name 1Enter (map) the tax name applicable to the expense. For example, VAT.
Tax Rate 1Enter (map) tax rate percentage applicable to the expense. For example, 5%.
Tax Amount 1Enter (map) the tax amount applicable to the expense.
Tax Name 2Enter (map) the tax name applicable to the expense. For example, Sales Tax.
Tax Rate 2Enter (map) tax rate percentage applicable to the expense. For example, 5%.
Tax Amount 2Enter (map) the tax amount applicable to the expense.
Tax Name 3Enter (map) the tax name applicable to the expense. For example, VAT.
Tax Rate 3Enter (map) tax rate percentage applicable to the expense. For example, 5%.
Tax Amount 3Enter (map) the tax amount applicable to the expense.
Uses Inclusive TaxesSelect whether the expense amount is inclusive of all taxes.
Calculate Tax by AmountSelect whether you want to calculate the amount by the tax.
Payment DateEnter (map) the expense payment date.
Payment Type IDSelect or map the Payment ID for the expense. For example, cheque.
Project IDSelect or map the Project ID associated with the expense.
Transaction ReferenceEnter (map) the expense transaction reference number.
Invoice DocumentsSelect whether the expense has invoice documents.
Should be InvoicedSelect whether the expense should be invoiced.
Custom Value (1-4)Enter (map) the custom values for the expense.
NumberEnter (map) the expense number.

Delete an Expense

Deletes an expense.

ConnectionEstablish a connection to your Invoice Ninja account.
Expense IDSelect or map the Expense ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your Invoice Ninja account.
URL

Enter a path relative to https://testintegro.botsworkshop.net/api  For example: /v1/clients

For the list of available endpoints, refer to the Invoice Ninja API Documentation.

Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - List Products

The following API call returns all the products from your Invoice Ninja account:

URL:
/v1/products

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body > data
In our example, 20 products were returned:

Setting Up Invoice Ninja Webhooks

1. Open any Watch module, establish a connection, and click Save. Copy the URL address to your clipboard. 

2. Log in to your Invoice Ninja account.

3. Click Settings > Account Management > API Webhooks > +.

4. Enter the following details:

Target URLEnter the URL address copied in step 1.


Event TypeSelect or map the event type.
REST MethodSelect the REST method you want to request:
  • POST
  • PUT
Header Key  and Header ValueEnter the Header key-value pair details you want to see in the response.


5. Click Save.

You have successfully added the webhook. Go back to Integromat and run the webhook to receive the response when the specified occurs.

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