Free open-source invoicing tool
Invoice Ninja currently provides 10 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.
Create Task
Creates a task instance in Invoice Ninja for billing purposes.
Check Task Existence
Verify if a Task Already Exists
Get Client Details from e-mail
Gets the client details if they exist by e-mail.
Get Invoices
Gets data for invoices.
Get Report
Gets report data from InvoiceNinja.
Create Invoice
Creates an invoice in Invoice Ninja for billing purposes.
Create Client
Creates a new client in InvoiceNinja.
Create Recurring Invoice
Creates a recurring invoice in Invoice Ninja for billing purposes.
Perform Action on Recurring Invoice
Actions include: start, stop, send_now, restore, archive, delete.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Use a change in Coherence to run a supported Invoice Ninja action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Task
Combine Invoice Ninja with another integration and Coherence records to keep financial events visible beside the customer, vendor, or project they affect.
Starts with
A Coherence workflow starts
Finishes with
Create Task, then preserve the outcome in Coherence
The exact authentication fields depend on Invoice Ninja. The workflow structure stays straightforward:
Authorize the Invoice Ninja account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Invoice Ninja or provide a complementary trigger or action.
Invoice Ninja currently provides 10 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.
Invoice Ninja currently lists 0 triggers and 10 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Invoice Ninja triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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