--- title: "Invoice Ninja Integration" description: "Connect AI agents to Invoice Ninja. Agents create clients and issue invoices when a deal closes, record and apply payments, email or mark invoices sent and paid, generate and approve quotes, and sync the product catalog through the Invoice Ninja v5 API on both hosted and self-hosted installs." url: https://flowrunner.ai/integrations/invoice-ninja date_modified: 2026-08-01T02:40:32-07:00 --- # Invoice Ninja [Accounting](https://flowrunner.ai/integrations/category/finance-accounting) Connect AI agents to Invoice Ninja. Agents create clients and issue invoices when a deal closes, record and apply payments, email or mark invoices sent and paid, generate and approve quotes, and sync the product catalog through the Invoice Ninja v5 API on both hosted and self-hosted installs. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 22 actions · API key · available [Invoice Ninja website](https://invoiceninja.com/) · [Platform Documentation](https://api-docs.invoicing.co/) · Capability data verified 2026-08-12 1. A deal closes in the CRM 2. Agent reads the account and the line items to bill 3. Agent creates the client with Create Client 4. Agent builds and issues the invoice with Create Invoice 5. Agent emails the invoice with Invoice Action 6. The team is told the invoice went out 7. Invoices above the review threshold pause for a person before they send ## What This Integration Enables Agents run the billing cycle end to end. They create, update, and delete clients, build invoices from line items and send, mark, or archive them through the bulk-action endpoint, and record payments and apply them to specific invoices. They generate quotes for new leads and approve them once the client accepts, and they sync a product catalog and keep recurring invoices in view for reporting. Because records use hashed ids and deletes are soft, the agent works the way the platform does. It handles the routine invoicing and stops before a large or unusual invoice goes out. ### Without FlowRunner **Clients and invoices keyed by hand**: A closed deal re-entered into Invoice Ninja line by line **Payments applied manually**: Incoming payments matched to invoices by hand **Quote follow-up forgotten**: Accepted quotes sit unbilled until someone notices ### With FlowRunner **Deal to invoice automated**: A closed deal becomes a client and a sent invoice without re-keying **Payments recorded and applied**: A confirmed charge is recorded and applied to the right invoice **Quotes billed on approval**: An approved quote turns into an invoice as part of the flow ## Use Case Scenarios ### Deal to invoice A deal is won in the CRM. The agent pulls it with [Pipedrive](https://flowrunner.ai/integrations/pipedrive) "Get Deal By ID", then chains Create Client and Create Invoice to bill the customer with the right line items, and notifies them through [Gmail](https://api-docs.invoicing.co/). Billing a closed deal stops being a manual re-entry and becomes a step the agent completes as the deal closes. ### Recording a confirmed payment A charge confirms in your payment processor. Triggered from a [Stripe](https://flowrunner.ai/integrations/stripe) payment, the agent calls Create Payment to record the amount and apply it against the matching invoice. The reconciliation that meant opening two systems and matching by hand happens in the flow, so the invoice's balance stays accurate. ### Quote acceptance to billing A client accepts a quote. The agent calls Approve Quote to mark it accepted, alerts the sales team with [Slack](https://flowrunner.ai/integrations/slack) "Send Message To Channel", and creates the invoice with Create Invoice so the client is billed. Accepted quotes stop slipping through the cracks between sales and billing. ## Human-in-Loop Highlight In Invoice Ninja most of the cycle is safe to automate: creating clients, recording payments, and building invoices all leave the customer relationship intact. The moment worth a person's eyes is sending an invoice that is large or out of the ordinary, because a wrong figure that reaches a client is awkward to walk back. Configure a threshold: any invoice above a set amount, or one that does not match the deal it came from, pauses before it sends. The agent routes it to a person through Slack with the client, the total, and the line items attached and asks: "This invoice is ready to send to the client shown. Send it?" A person confirms or corrects, and the agent sends exactly what was approved with Invoice Action. The approver is written to the audit trail. This is [human-in-the-loop](https://flowrunner.ai/concepts/human-in-the-loop): the agent pauses, gathers the context and the choices, routes to the right person, and resumes on their answer. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via Slack Human decides Agent resumes with decision ## Agent Capabilities 22 actions ### Clients 5 - **List Clients** Retrieves a paginated list of clients. Used to find or export client records. - **Get Client** Retrieves a single client by its hashed id, including balance and contacts. Used to read a client in a workflow. - **Create Client** Creates a new client. Used to onboard a customer when a deal closes. - **Update Client** Updates an existing client by its hashed id. Used to keep client details current. - **Delete Client** Soft-deletes a client by its hashed id, restorable in the UI. Used to remove a client created in error. ### Invoices 6 - **List Invoices** Retrieves a paginated list of invoices. Used to find open or overdue invoices to follow up. - **Get Invoice** Retrieves a single invoice by its hashed id, including line items, totals, and status. Used to check an invoice's state. - **Create Invoice** Creates a new invoice for a client from line items. Used to bill a customer. - **Update Invoice** Updates an existing invoice by its hashed id. Used to correct an invoice before it is sent. - **Delete Invoice** Soft-deletes an invoice by its hashed id. Used to remove an invoice raised in error. - **Invoice Action** Runs a bulk-style action on one invoice: email, mark sent or paid, archive, restore, cancel, or delete. Used to send or progress an invoice behind a human gate. ### Payments 3 - **List Payments** Retrieves a paginated list of payments. Used to review payment activity. - **Get Payment** Retrieves a single payment by its hashed id, including the invoices it is applied to. Used to read a payment's application. - **Create Payment** Records a payment for a client and applies it to specific invoices. Used to reconcile a confirmed charge. ### Products 4 - **List Products** Retrieves a paginated list of catalog products. Used to sync the product catalog. - **Get Product** Retrieves a single product by its hashed id, including price and default quantity. Used to read a product for an invoice line. - **Create Product** Creates a new product in the catalog. Used to add an item you bill for. - **Update Product** Updates an existing product by its hashed id. Used to change a catalog item. ### Quotes 3 - **List Quotes** Retrieves a paginated list of quotes. Used to review outstanding quotes. - **Create Quote** Creates a new quote for a client from line items. Used to send a lead a quote. - **Approve Quote** Approves a quote through the bulk endpoint, marking it accepted. Used to turn an accepted quote into billing. ### Recurring Invoices 1 - **List Recurring Invoices** Retrieves a paginated list of recurring invoices. Used to keep recurring billing in view for reporting. ## Frequently Asked Questions ### What can FlowRunner do with Invoice Ninja? FlowRunner agents can run List Clients, Get Client, and Create Client in Invoice Ninja, plus 19 more actions. ### Does connecting Invoice Ninja to FlowRunner require OAuth? No. Invoice Ninja connects to FlowRunner with an API key, no OAuth flow required. ### Can Invoice Ninja trigger a FlowRunner workflow automatically? Invoice Ninja doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at Invoice Ninja?** This integration exposes Invoice Ninja to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/invoice-ninja. Site index: https://flowrunner.ai/llms.txt