Invoice Ninja integration
Free open-source invoicing tool. Use Invoice Ninja from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 10 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Invoice Ninja
Create Task - AndCreate Client
Zoft + Invoice Ninja
What Zoft can do with Invoice Ninja.
- 01Voice agentsA phone agent can use Invoice Ninja actions such as Create Task and Create Client during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Invoice Ninja while it talks to the customer.
- 03WorkflowsUse Invoice Ninja as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Invoice Ninja actions on its own, and ask for your approval before it sends or changes anything important.
Actions 10
Things Zoft can do in Invoice Ninja.
- Create TaskCreates a task instance in Invoice Ninja for billing purposes.
- Check Task ExistenceVerify if a Task Already Exists
- Create ClientCreates a new client in InvoiceNinja.
- Create InvoiceCreates an invoice in Invoice Ninja for billing purposes.
- Get Client Details from e-mailGets the client details if they exist by e-mail.
- Get ReportGets report data from InvoiceNinja.
- Custom API CallMake a custom API call to a specific endpoint
- Get InvoicesGets data for invoices.
- Perform Action on Recurring InvoiceActions include: start, stop, send_now, restore, archive, delete.
- Create Recurring InvoiceCreates a recurring invoice in Invoice Ninja for billing purposes.
Setup
Connect Invoice Ninja in three steps.
- 01ConnectChoose Invoice Ninja in Connections and enter the account details Invoice Ninja asks for, such as a store name or token.
- 02Put it to workAdd Invoice Ninja as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
More accounting integrations.
See all in Accounting
FAQ
Invoice Ninja on Zoft, answered.
What can Zoft do with Invoice Ninja?
Zoft supports 10 actions for Invoice Ninja. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Invoice Ninja to Zoft?
Choose Invoice Ninja in Connections and enter the account details Invoice Ninja asks for, such as a store name or token.
Can a voice agent or chat agent use Invoice Ninja?
Yes. Once Invoice Ninja is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Invoice Ninja without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.