Invoice Ninja Integration

Manage clients, invoices, quotes, payments, expenses, and reports in Invoice Ninja. Sync Invoice Ninja invoices, payments, and financial records with CRM, billing, and operations tools. When Watch Events arrives, automatically continue with Download Document or Download Invoice PDF.

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Supported triggers and actions for Invoice Ninja integration

Triggers can detect changes in Invoice Ninja and run actions that can create, search or modify data inside Invoice Ninja automatically [3] — exactly how you set them.

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 Payment TermRetrieves a list of payment term.
List PaymentsRetrieves a list of payments.
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.

How to integrate Invoice Ninja in automation workflow?

3 simple steps to make your Invoice Ninja connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Invoice Ninja in workflow

Pick Invoice Ninja app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Invoice Ninja

When prompted, authorize access to Invoice Ninja in WEXTL once. Invoice Ninja credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Invoice Ninja account. Approve?

STEP 3

Build a workflow

Build your workflow with Invoice Ninja yourself or with WEXTL® AI Builder. Connect Invoice Ninja to any available integrations [5], or use HTTP node to go beyond them.

Invoice Ninja

How Invoice Ninja connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Invoice Ninja app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Invoice Ninja supports.

Full Invoice Ninja API documentation

The following table illustrates what fields Invoice Ninja integration require during authorization flow inside our workflow builder [4].

Demonstration of Invoice Ninja connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API TokenRequired	password	Your API token. Create one in Settings > Account Management > API Tokens.
HostingRequired	select	—
Account Password	password	Only needed for the user-management modules. Invoice Ninja protects those routes with a password challenge in addition to the API token; leave this blank if you are not using them.

Connect Invoice Ninja to popular apps on WEXTL

Enter a name of the other app you want to sync with Invoice Ninja below. Click on selected app to explore integration options with Invoice Ninja. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Invoice Ninja integration

Select Watch Events trigger from Invoice Ninja - this will be a starting point in your automation. Whenever event happens in Invoice Ninja, workflow will start [7] from Watch Events node.

Search for Create Bank Integration, connect it as the next step of integration sequence. You can use filters between Watch Events and Create Bank Integration, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Invoice Ninja automation. All parts of workflow are visible on the canvas [4].

Invoice Ninja on WEXTL has 150 modules for building finance automations. Explore Invoice Ninja documentation for more.

Invoice Ninja

Watch Events

Chargebee

Performs action

Chargebee

Triggers

Invoice Ninja

Create Bank Integration

Demonstration of how visual Invoice Ninja automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Invoice Ninja in your workflows.

Invoice Ninja has 1 trigger, including "Watch Events". Triggers are start points of the workflow, and automations may start from them.

Integration has 149 actions, including "Download Document", "Download Invoice PDF", and "Download Quote PDF", and more. Refer to our Invoice Ninja Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The Invoice Ninja integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Invoice Ninja official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Invoice Ninja provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Invoice Ninja or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Invoice Ninja inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Invoice Ninja modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Invoice Ninja integration.

Invoice Ninja integration source code, module specs and credentials implementation.
Internal Invoice Ninja integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Invoice Ninja vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Invoice Ninja App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Invoice Ninja Integration

Supported triggers and actions for Invoice Ninja integration