Invoice Ninja and Keap integration

Save yourself the work of writing custom integrations for Invoice Ninja and Keap and use n8n instead. Build adaptable and scalable Finance & Accounting, Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

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How to connect Invoice Ninja and Keap

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Invoice Ninja and Keap integration: Create a new workflow and add the first step

Step 2: Add and configure Invoice Ninja and Keap nodes

You can find Invoice Ninja and Keap in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Invoice Ninja and Keap nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Invoice Ninja and Keap integration: Add and configure Invoice Ninja and Keap nodes

Step 3: Connect Invoice Ninja and Keap

A connection establishes a link between Invoice Ninja and Keap (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Invoice Ninja and Keap integration: Connect Invoice Ninja and Keap

Step 4: Customize and extend your Invoice Ninja and Keap integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Invoice Ninja and Keap with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Invoice Ninja and Keap integration: Customize and extend your Invoice Ninja and Keap integration

Step 5: Test and activate your Invoice Ninja and Keap workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Invoice Ninja to Keap or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Invoice Ninja and Keap integration: Test and activate your Invoice Ninja and Keap workflow

Build your own Invoice Ninja and Keap integration

Create custom Invoice Ninja and Keap workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Invoice Ninja supported actions

Create

Create a new bank transaction

Delete

Delete a bank transaction

Get

Get data of a bank transaction

Get Many

Get data of many bank transactions

Match Payment

Match payment to a bank transaction

Create

Create a new client

Delete

Delete a client

Get

Get data of a client

Get Many

Get data of many clients

Create

Create a new expense

Delete

Delete an expense

Get

Get data of an expense

Get Many

Get data of many expenses

Create

Create a new invoice

Delete

Delete a invoice

Email an invoice

Get

Get data of a invoice

Get Many

Get data of many invoices

Create

Create a new payment

Delete

Delete a payment

Get

Get data of a payment

Get Many

Get data of many payments

Create

Create a new quote

Delete

Delete a quote

Email a quote

Get

Get data of a quote

Get Many

Get data of many quotes

Create

Create a new task

Delete

Delete a task

Get

Get data of a task

Get Many

Get data of many tasks

Keap supported actions

Create

Create a company

Get Many

Retrieve many companies

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete an contact

Get

Retrieve an contact

Get Many

Retrieve many contacts

Create

Create a note

Delete

Delete a note

Get

Get a notes

Get Many

Retrieve many notes

Update

Update a note

Create

Add a list of tags to a contact

Delete

Delete a contact's tag

Get Many

Retrieve many contact's tags

Create

Create an ecommerce order

Get

Get an ecommerce order

Delete

Delete an ecommerce order

Get Many

Retrieve many ecommerce orders

Create

Create an ecommerce product

Delete

Delete an ecommerce product

Get

Get an ecommerce product

Get Many

Retrieve many ecommerce products

Create Record

Create a record of an email sent to a contact

Get Many

Retrieve many sent emails

Send

Send Email

Delete

Delete a file

Get Many

Retrieve many files

Upload

Upload a file

Invoice Ninja and Keap integration details

Invoice Ninja is a free open-source online invoicing solution that helps small businesses and freelancers. It helps you create custom professional invoices easily. It can also help you time track your projects, and manage your vendors and inventory.

Invoice Ninja node docs + examples

Invoice Ninja credential docs

See Invoice Ninja integrations

Related categories

Finance & Accounting

Keap helps small businesses in email marketing and sales with features to manage and improve the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce. It allows them to generate and convert more leads with its powerful CRM.

Keap node docs + examples

Keap credential docs

See Keap integrations

Related categories

Sales

Communication

Other integrations with Invoice Ninja