INVOICENINJA n8n INTEGRATION: AUTOMATE INVOICENINJA WITH N8N

This action retrieves multiple task records from your InvoiceNinja account in a single operation, perfect for building dashboards, generating reports, or syncing task data with other project management tools.

Key parameters: Credential to connect with (dropdown to select your authenticated InvoiceNinja account - required), Resource (set to "Task" to interact with task data), Operation (set to "Get Many" for bulk retrieval), Return All (toggle switch—when enabled, fetches all tasks; when disabled, respects the Limit parameter), Limit (numeric field controlling maximum tasks returned, default: 50), and Options (expandable section for additional filtering fields).

Use cases: Sync all active tasks to a Google Sheet for team visibility, trigger weekly task summary emails, or feed task data into a time tracking dashboard combining multiple tools.

This action fetches detailed information about a single specific task when you already know its unique identifier. Ideal for retrieving complete task details after receiving a task ID from another workflow step.

Key parameters: Credential to connect with (select your InvoiceNinja account credentials - required), Resource (set to "Task"), Operation (set to "Get" for single-record retrieval), Task ID (text field where you enter the unique task identifier - required), and Options (section for additional optional properties).

Use cases: Look up task details before sending a client update, verify task status before closing a project, or retrieve task time logs for accurate invoice generation.

This action permanently removes a task record from InvoiceNinja. Useful for cleaning up test data, removing cancelled project tasks, or maintaining data hygiene in automated cleanup workflows.

Key parameters: Credential to connect with (your InvoiceNinja account selection - required), Resource (set to "Task"), Operation (set to "Delete"), and Task ID (the unique identifier of the task to remove - required).

Use cases: Automatically delete tasks when projects are cancelled in your PM tool, clean up abandoned tasks older than a certain date, or remove duplicate task entries created by sync errors.

This action generates a new task record in InvoiceNinja, enabling you to automatically create billable tasks from external triggers like project management updates, CRM activities, or form submissions.

Key parameters: Credential to connect with (select authenticated InvoiceNinja credentials - required), Resource (set to "Task"), Operation (set to "Create"), Additional Fields (optional section for custom task properties like description, client assignment, or project linking), and Time Logs (section to add time entries directly to the task during creation).

Use cases: Create tasks automatically when Asana/Trello cards are assigned, generate support tasks from Zendesk tickets, or create billable tasks from calendar events.

This action retrieves multiple quote records from InvoiceNinja, perfect for building sales pipelines, tracking quote conversion rates, or syncing quote data with CRM systems.

Key parameters: Credential to connect with (your InvoiceNinja account - required), Resource (set to "Quote"), Operation (set to "Get Many"), Return All (toggle to retrieve all quotes or limit results), Limit (maximum number of quotes to return, default: 50), and Options (additional filtering parameters).

Use cases: Generate weekly sales pipeline reports, sync pending quotes to a CRM opportunity stage, or create follow-up reminders for quotes approaching expiration.

This action retrieves complete details for a specific quote using its unique identifier. Essential for workflows that need to check quote status, retrieve quote amounts, or access quote line items.

Key parameters: Credential to connect with (InvoiceNinja credentials - required), Resource (set to "Quote"), Operation (set to "Get"), Quote ID (the unique identifier of the quote - required), and Options (additional optional parameters).

Use cases: Verify quote details before converting to invoice, check quote status before sending follow-up emails, or retrieve quote totals for commission calculations.

This action sends a quote directly to the client via email through InvoiceNinja's built-in email system. Automate quote delivery immediately after creation or based on approval workflows.

Key parameters: Credential to connect with (your InvoiceNinja account - required), Resource (set to "Quote"), Operation (set to "Email"), and Quote ID (the identifier of the quote to send - required).

Use cases: Automatically email quotes when sales reps mark them as ready, send quotes immediately after CRM deal stage changes, or trigger quote emails when approval workflows complete.

This action permanently removes a quote from InvoiceNinja. Useful for cleaning up rejected quotes, removing test data, or maintaining organized quote records.

Key parameters: Credential to connect with (InvoiceNinja credentials - required), Resource (set to "Quote"), Operation (set to "Delete"), and Quote ID (the unique identifier of the quote to delete - required).

Use cases: Automatically delete quotes when deals are marked as lost in CRM, clean up quotes older than 90 days, or remove duplicate quotes from sync errors.

This action creates a new quote in InvoiceNinja with full control over line items, client assignment, and custom fields. Perfect for generating quotes from external data sources.

Key parameters: Credential to connect with (your authenticated credentials - required), Resource (set to "Quote"), Operation (set to "Create"), Additional Fields (optional properties including due date, discount, terms, and footer), and Invoice Items (section to add line items with descriptions, quantities, and rates).

Use cases: Generate quotes from Typeform submissions, create quotes when CRM opportunities reach a certain stage, or auto-generate quotes from product configurator selections.

This action retrieves multiple payment records, essential for financial reporting, payment reconciliation, and tracking cash flow across your business.

Key parameters: Credential to connect with (InvoiceNinja account - required), Resource (set to "Payment"), Operation (set to "Get Many"), Return All (toggle for all payments or limited results), Limit (maximum payments to retrieve, default: 50), and Options (additional filtering options).

Use cases: Generate daily payment received reports, sync payments to accounting software, or create weekly revenue dashboards in Google Sheets.

This action retrieves detailed information about a specific payment record. Useful for verifying payment amounts, checking payment methods, or accessing payment metadata.

Key parameters: Credential to connect with (your credentials - required), Resource (set to "Payment"), Operation (set to "Get"), Payment ID (unique identifier of the payment - required), and Options (additional optional parameters).

Use cases: Verify payment details before sending confirmation emails, check payment amounts for commission calculations, or retrieve payment info for accounting entries.

This action removes a payment record from InvoiceNinja. Typically used for correcting erroneous entries or cleaning up test data rather than handling actual refunds.

Key parameters: Credential to connect with (InvoiceNinja credentials - required), Resource (set to "Payment"), Operation (set to "Delete"), and Payment ID (the payment to delete - required).

Use cases: Remove duplicate payment entries, clean up test payments from sandbox testing, or delete incorrectly recorded manual payments.

This action records a new payment in InvoiceNinja, linking it to a specific invoice. Automate payment recording when payments arrive through external payment processors or bank integrations.

Key parameters: Credential to connect with (your InvoiceNinja account - required), Resource (set to "Payment"), Operation (set to "Create"), Invoice Name or ID (the invoice this payment applies to - required), Amount (payment amount as a numeric value - required), and Additional Fields (optional fields for payment date, type, and notes).

Use cases: Record payments automatically when Stripe webhooks fire, create payment entries from bank transaction imports, or log manual payments from form submissions.

This action retrieves multiple invoices from your InvoiceNinja account. The cornerstone action for invoice management automation, reporting, and multi-system synchronization.

Key parameters: Credential to connect with (your account credentials - required), Resource (set to "Invoice"), Operation (set to "Get Many"), Return All (toggle between all invoices or limited results), Limit (maximum invoices returned, default: 50), and Options (additional filtering and sorting options).

Use cases: Generate accounts receivable aging reports, sync invoice status to CRM records, create overdue invoice reminder workflows, or build client-facing invoice portals.

This action retrieves complete details for a single invoice. Essential for accessing invoice amounts, line items, status, and client information in subsequent workflow steps.

Key parameters: Credential to connect with (InvoiceNinja credentials - required), Resource (set to "Invoice"), Operation (set to "Get"), Invoice ID (unique identifier of the invoice - required), and Options (additional optional parameters).

Use cases: Retrieve invoice details for payment confirmation emails, access invoice totals for financial calculations, or verify invoice status before sending reminders.

This action sends an invoice directly to the client via InvoiceNinja's email system. Automate invoice delivery immediately after creation or based on specific triggers.

Key parameters: Credential to connect with (your InvoiceNinja account - required), Resource (set to "Invoice"), Operation (set to "Email"), and Invoice ID (the invoice to send - required).

Use cases: Automatically email invoices when projects close, send invoices at scheduled billing dates, or trigger invoice emails when approval workflows complete.

This action permanently removes an invoice from InvoiceNinja. Use cautiously—typically for removing test data or incorrect draft invoices rather than actual business records.

Key parameters: Credential to connect with (InvoiceNinja credentials - required), Resource (set to "Invoice"), Operation (set to "Delete"), and Invoice ID (the invoice to delete - required).

Use cases: Clean up test invoices from development, remove draft invoices that were never sent, or delete duplicate invoices from sync errors.

This action generates a new invoice in InvoiceNinja with full control over client assignment, line items, due dates, and custom fields. The most powerful action for billing automation.

Key parameters: Credential to connect with (your credentials - required), Resource (set to "Invoice"), Operation (set to "Create"), Additional Fields (optional properties including due date, discount, tax, PO number, and terms), and Invoice Items (section to add line items with descriptions, costs, quantities, and tax rates).

Use cases: Auto-generate invoices when projects complete, create recurring invoices on schedule, generate invoices from time tracking data, or create invoices from e-commerce order webhooks.

This action retrieves multiple expense records from InvoiceNinja. Essential for expense reporting, profitability analysis, and syncing expense data with accounting systems.

Key parameters: Credential to connect with (InvoiceNinja account - required), Resource (set to "Expense"), Operation (set to "Get Many"), Return All (toggle for complete or limited results), and Limit (maximum expenses returned, default: 50).

Use cases: Generate monthly expense reports, sync expenses to accounting software like QuickBooks or Xero, or create expense category breakdowns for budgeting.

This action retrieves complete details for a specific expense record including amount, category, vendor, and any attached documentation references.

Key parameters: Credential to connect with (your credentials - required), Resource (set to "Expense"), Operation (set to "Get"), and Expense ID (unique identifier of the expense - required).

Use cases: Retrieve expense details for approval workflows, access expense amounts for reimbursement calculations, or verify expense categories for reporting.

This action removes an expense record from InvoiceNinja. Useful for cleaning up duplicates, removing test entries, or correcting data entry errors.

Key parameters: Credential to connect with (InvoiceNinja credentials - required), Resource (set to "Expense"), Operation (set to "Delete"), and Expense ID (the expense to delete - required).

Use cases: Remove duplicate expense entries, clean up test data, or delete incorrectly categorized expenses before correction.

This action creates a new expense record in InvoiceNinja. Automate expense recording from receipt scanning apps, bank feeds, or expense management platforms.

Key parameters: Credential to connect with (your InvoiceNinja account - required), Resource (set to "Expense"), Operation (set to "Create"), and Additional Fields (optional properties including amount, vendor, category, date, and notes).

Use cases: Create expenses from receipt scanning apps like Expensify, log expenses from bank transaction imports, or record expenses from team submission forms.

This action retrieves multiple client records from InvoiceNinja. The foundation for client synchronization, CRM integration, and customer analytics workflows.

Key parameters: Credential to connect with (your credentials - required), Resource (set to "Client"), Operation (set to "Get Many"), Return All (toggle between all clients or limited results), Limit (maximum clients returned, default: 50), and Options (additional filtering options).

Use cases: Sync clients to CRM systems, generate client lists for email campaigns, build customer directories, or create client activity reports.

This action retrieves complete details for a specific client including contact information, billing address, and associated invoice/payment history references.

Key parameters: Credential to connect with (InvoiceNinja credentials - required), Resource (set to "Client"), Operation (set to "Get"), Client ID (unique identifier of the client - required), and Options (additional optional parameters).

Use cases: Retrieve client details for personalized emails, access billing addresses for shipping integrations, or verify client information before invoice creation.

This action removes a client record from InvoiceNinja. Use with caution as this may affect associated invoices and payment records depending on your data retention settings.

Key parameters: Credential to connect with (your credentials - required), Resource (set to "Client"), Operation (set to "Delete"), and Client ID (the client to delete - required).

Use cases: Remove test clients from development, clean up duplicate client entries, or delete clients upon GDPR erasure requests (after proper data handling).

This action creates a new client record in InvoiceNinja with full support for contact details, billing addresses, and shipping addresses. The gateway to automated client onboarding.

Key parameters: Credential to connect with (your InvoiceNinja account - required), Resource (set to "Client"), Operation (set to "Create"), Additional Fields (optional properties including name, VAT number, currency, and custom fields), Billing Address (section to add complete billing address details), Contacts (section to add primary and additional contact persons), and Shipping Address (section to add shipping address if different from billing).

Use cases: Create clients automatically when CRM deals close, add clients from webform submissions, sync new customers from e-commerce platforms, or onboard clients from signed contract events.

This action links a payment to a specific bank transaction in InvoiceNinja's bank reconciliation system. Essential for automated bank feed processing and financial reconciliation.

Key parameters: Credential to connect with (InvoiceNinja credentials - required), Resource (set to "Bank Transaction"), Operation (set to "Match Payment"), Bank Transaction ID (the bank transaction to match - required), and Payment Name or ID (the payment to link with the transaction - required).

Use cases: Automate bank reconciliation by matching incoming payments to bank feed entries, streamline month-end closing processes, or create audit trails for financial compliance.

This action retrieves multiple bank transaction records from InvoiceNinja's banking module. Essential for reconciliation workflows and cash flow monitoring.

Key parameters: Credential to connect with (your credentials - required), Resource (set to "Bank Transaction"), Operation (set to "Get Many"), Return All (toggle for complete or limited results), and Limit (maximum transactions returned, default: 50).

Use cases: Generate bank reconciliation reports, identify unmatched transactions for review, or sync bank data to external accounting systems.

This action retrieves details for a specific bank transaction. Useful for verifying transaction amounts, checking match status, or accessing transaction metadata.

Key parameters: Credential to connect with (InvoiceNinja account - required), Resource (set to "Bank Transaction"), Operation (set to "Get"), and Bank Transaction ID (unique identifier of the transaction - required).

Use cases: Verify transaction details before matching, check transaction amounts for discrepancy alerts, or retrieve transaction info for audit logging.

This action removes a bank transaction record from InvoiceNinja. Typically used for cleaning up duplicate imports or removing test data.

Key parameters: Credential to connect with (your credentials - required), Resource (set to "Bank Transaction"), Operation (set to "Delete"), and Bank Transaction ID (the transaction to delete - required).

Use cases: Remove duplicate bank imports, clean up test transaction data, or delete incorrectly imported transactions before re-import.

This action creates a new bank transaction record in InvoiceNinja. Useful for manually recording transactions or importing transactions from external bank sources.

Key parameters: Credential to connect with (InvoiceNinja credentials - required), Resource (set to "Bank Transaction"), Operation (set to "Create"), and Additional Fields (optional properties including amount, date, description, and bank account reference).

Use cases: Import bank transactions from external banking APIs, create transaction records from payment processor webhooks, or log manual cash transactions. For complex financial integrations, consider working with our automation agency.