Connect Invoice Ninja to monday.com
We build integrations that move work between Invoice Ninja and monday.com: Invoice Ninja events create or update items on your boards, and changes on a board run actions in Invoice Ninja.
What Invoice Ninja can start
Events in Invoice Ninja that can create or update items on your boards.
| Trigger |
|---|
| Client created |
| Invoice created |
| Payment created |
| Quote created |
| Vendor created |
What monday.com can do in Invoice Ninja
Actions a change on a board can run in Invoice Ninja.
| Action |
|---|
| Client |
| Create client |
| Delete client |
| Get client |
| Get many clients |
| Invoice |
| Create invoice |
| Delete invoice |
| Email invoice |
| Get invoice |
| Get many invoices |
| Task |
| Create task |
| Delete task |
| Get task |
| Get many tasks |
| Payment |
| Create payment |
| Delete payment |
| Get payment |
| Get many payments |
| Expense |
| Create expense |
| Delete expense |
| Get expense |
| Get many expenses |
| Quote |
| Create quote |
| Delete quote |
| Email quote |
| Get quote |
| Get many quotes |
| Bank transaction |
| Create bank transaction |
| Delete bank transaction |
| Get bank transaction |
| Get many bank transactions |
| Bank transaction: Match payment |
Recipes
When an invoice is created in Invoice Ninja, add an item to track it in monday.com.
When an item is created in the Billing group, generate an invoice in Invoice Ninja.
When a payment is received, update the item's payment status in monday.com.
Keep Invoice Ninja as it is. We connect it to monday.com.
We build the integration around what you already have. Invoice Ninja keeps doing the job it does for you today, and monday.com gets the data it needs to plan and track the work around it.
Before we build, we agree which system owns each record. The integration then carries data between Invoice Ninja and monday.com, so nobody copies it by hand.
Nothing your team relies on has to be replaced.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
What stays the same
Invoice Ninja stays as it is
The integration connects to Invoice Ninja the way you use it today. It moves the data, and nothing you rely on has to change.
Each record lives once
We agree which system owns each record before we build, so there is one right copy, not two.
Data arrives on its own
When data needs to reach the other side, the integration carries it. No exports, no re-keying.
How we connect Invoice Ninja to monday.com
-
Scope
We agree which system owns each record, which events should move it, and which board it lands on.
-
Build the workflow
We build the workflow that carries data between Invoice Ninja and monday.com and logs every run.
-
Connect the board
We map each field to your columns, groups and statuses, and test on a copy of the board before it goes live.
-
Support
We watch it after launch, fix what breaks, and change it when your process changes.
Questions about connecting Invoice Ninja
Do we have to replace anything?
No. Invoice Ninja stays as it is, and so does monday.com. The integration carries data between them; it does not replace either one.
What if monday.com already offers an integration with Invoice Ninja?
Then we start from what it covers. Where it does the job, we build on it; where your process needs more, we build around it.
Can we test it before it goes live?
Yes. We test on a copy of your board before the integration touches the live one.
Who looks after it once it is running?
We do. We watch it after launch, fix what breaks, and change it when your process changes. Every run is logged, so there is a record of what moved and when.
Related in Finance & Accounting
See more in Finance & AccountingTell us what Invoice Ninja and monday.com should do together
Book a free call and walk us through your process. We'll tell you what the integration should do and how we'd build it.