What actions can I run in Invoice Ninja?

149 actions are available, including "Download Document", "Download Invoice PDF", and "Download Quote PDF", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Invoice Ninja Integrations

Manage clients, invoices, quotes, payments, expenses, and reports in Invoice Ninja. Sync Invoice Ninja invoices, payments, and ledgers with CRM, billing, and ops tools.

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Watch EventsTriggers when events.
Download DocumentRetrieves download document.
Download Invoice PDFRetrieves download invoice pdf.
Download Quote PDFRetrieves download quote pdf.
Get Activity PDFReturns activity pdf.
Get Activity ReportReturns activity report.
Get AR Summary ReportReturns ar summary report.
Get Bank IntegrationReturns bank integration.
Get Bank TransactionReturns bank transaction.
Get ClientReturns client.
Get Client Balance ReportReturns client balance report.
Get Client ReportReturns client report.
Get Client Sales ReportReturns client sales report.
Get Client StatementReturns client statement.
Get CompanyReturns company.
Get Company LedgerReturns company ledger.
Get CreditReturns credit.
Get Credit ReportReturns credit report.
Get ExpenseReturns expense.
Get Expense CategoryReturns expense category.
Get Expense ReportReturns expense report.
Get Group SettingReturns group setting.
Get InvoiceReturns invoice.
Get Invoice ReportReturns invoice report.
Get LocationReturns location.
Get PaymentReturns payment.
Get Payment ReportReturns payment report.
Get Payment TermReturns payment term.
Get ProductReturns product.
Get Product ReportReturns product report.
Get Profit and Loss ReportReturns profit and loss report.
Get ProjectReturns project.
Get Project ReportReturns project report.
Get Purchase OrderReturns purchase order.
Get QuoteReturns quote.
Get Quote ReportReturns quote report.
Get Recurring ExpenseReturns recurring expense.
Get Recurring InvoiceReturns recurring invoice.
Get Recurring QuoteReturns recurring quote.
Get Report PreviewReturns report preview.
Get SubscriptionReturns subscription.
Get TagReturns tag.
Get TaskReturns task.
Get Task ReportReturns task report.
Get Task StatusReturns task status.
Get Tax RateReturns tax rate.
Get Tax Summary ReportReturns tax summary report.
Get UserReturns user.
Get VendorReturns vendor.
Get WebhookReturns webhook.
List ActivitiesRetrieves a list of activities.
List Bank Account TransactionsRetrieves a list of bank account transactions.
List Bank IntegrationRetrieves a list of bank integration.
List Bank TransactionsRetrieves a list of bank transactions.
List ClientsRetrieves a list of clients.
List CompaniesRetrieves a list of companies.
List CreditsRetrieves a list of credits.
List DocumentsRetrieves a list of documents.
List Expense CategoriesRetrieves a list of expense categories.
List ExpensesRetrieves a list of expenses.
List Group SettingRetrieves a list of group setting.
List InvoicesRetrieves a list of invoices.
List LocationRetrieves a list of location.
List PaymentsRetrieves a list of payments.
List Payment TermRetrieves a list of payment term.
List ProductRetrieves a list of product.
List ProjectRetrieves a list of project.
List Purchase OrdersRetrieves a list of purchase orders.
List QuotesRetrieves a list of quotes.
List Recurring ExpensesRetrieves a list of recurring expenses.
List Recurring InvoicesRetrieves a list of recurring invoices.
List Recurring QuotesRetrieves a list of recurring quotes.
List SubscriptionRetrieves a list of subscription.
List TagsRetrieves a list of tags.
List TaskRetrieves a list of task.
List Task StatusRetrieves a list of task status.
List Tax RatesRetrieves a list of tax rates.
List UsersRetrieves a list of users.
List VendorRetrieves a list of vendor.
List WebhooksRetrieves a list of webhooks.
Create Bank IntegrationCreates bank integration.
Create Bank TransactionCreates bank transaction.
Create ClientCreates client.
Create CreditCreates credit.
Create ExpenseCreates expense.
Create Expense CategoryCreates expense category.
Create InvoiceCreates invoice.
Create PaymentCreates payment.
Create ProductCreates product.
Create ProjectCreates project.
Create Purchase OrderCreates purchase order.
Create QuoteCreates quote.
Create Recurring InvoiceCreates recurring invoice.
Create SubscriptionCreates subscription.
Create TagCreates tag.
Create TaskCreates task.
Create Tax RateCreates tax rate.
Create UserCreates user.
Create VendorCreates vendor.
Delete Bank IntegrationDeletes bank integration.
Delete Bank TransactionDeletes bank transaction.
Delete ClientDeletes client.
Delete CreditDeletes credit.
Delete ExpenseDeletes expense.
Delete Expense CategoryDeletes expense category.
Delete InvoiceDeletes invoice.
Delete PaymentDeletes payment.
Delete ProductDeletes product.
Delete ProjectDeletes project.
Delete Purchase OrderDeletes purchase order.
Delete QuoteDeletes quote.
Delete Recurring InvoiceDeletes recurring invoice.
Delete SubscriptionDeletes subscription.
Delete TagDeletes tag.
Delete TaskDeletes task.
Delete Tax RateDeletes tax rate.
Delete VendorDeletes vendor.
Invite UserPerforms invite user.
Make an API CallPerforms an arbitrary authorized API call.
Match Bank TransactionsMatches bank transactions.
Refund PaymentPerforms refund payment.
Remove User from CompanyDeletes user from company.
Send EmailSends email.
Send InvoiceSends invoice.
Send QuoteSends quote.
Update Bank IntegrationUpdates bank integration.
Update Bank TransactionUpdates bank transaction.
Update ClientUpdates client.
Update CompanyUpdates company.
Update CreditUpdates credit.
Update ExpenseUpdates expense.
Update Expense CategoryUpdates expense category.
Update InvoiceUpdates invoice.
Update PaymentUpdates payment.
Update ProductUpdates product.
Update ProjectUpdates project.
Update Purchase OrderUpdates purchase order.
Update QuoteUpdates quote.
Update Recurring InvoiceUpdates recurring invoice.
Update SubscriptionUpdates subscription.
Update TagUpdates tag.
Update TaskUpdates task.
Update Tax RateUpdates tax rate.
Update UserUpdates user.
Update VendorUpdates vendor.
Update WebhookUpdates webhook.
Upload Client DocumentUploads client document.
Upload Expense DocumentUploads expense document.
Upload Invoice DocumentUploads invoice document.
Upload Payment DocumentUploads payment document.

When to use Invoice Ninja

Common scenarios where Invoice Ninja automation saves time and reduces manual work.

Use Invoice Ninja's "Watch Events" trigger to react the instant an event occurs and push data into connected tools.
Run "Download Invoice PDF" in Invoice Ninja from any upstream event — map fields once and let the automation handle the rest.
Combine "Download Invoice PDF" from Invoice Ninja with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating Invoice Ninja in your workflows.

Invoice Ninja has 1 trigger, including "Watch Events". Use them to start workflows the moment Invoice Ninja events fire — no polling required.

Invoice Ninja Integrations

When to use Invoice Ninja

Frequently asked questions

Invoice Ninja Integrations

When to use Invoice Ninja

Connect Invoice Ninja to any app in workflows

Frequently asked questions

Connect Invoice Ninja to any app in workflows

Connect Invoice Ninja to any app in workflows

Connect Invoice Ninja to any app in workflows

Invoice Ninja Integrations

Invoice Ninja triggers and actions

When to use Invoice Ninja

Frequently asked questions

What triggers does Invoice Ninja support?

What actions can I run in Invoice Ninja?

Do I need to write code to automate this?

Is the integration secure?

Invoice Ninja Integrations

Invoice Ninja triggers and actions

When to use Invoice Ninja

Connect Invoice Ninja to any app in workflows

Frequently asked questions

What triggers does Invoice Ninja support?

What actions can I run in Invoice Ninja?

Do I need to write code to automate this?

Is the integration secure?

Connect Invoice Ninja to any app in workflows

Connect Invoice Ninja to any app in workflows

Connect Invoice Ninja to any app in workflows