Invoice Ninja and Salesforce integration

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How to connect Invoice Ninja and Salesforce

Build your own Invoice Ninja and Salesforce integration

Create custom Invoice Ninja and Salesforce 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	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	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

Salesforce supported actions

Add Note	Add note to an account
Create	Create an account
Create or Update	Create a new account, or update the current one if it already exists (upsert)
Delete	Delete an account
Get	Get an account
Get Many	Get many accounts
Get Summary	Returns an overview of account's metadata
Update	Update an account

Create	Create a attachment
Delete	Delete a attachment
Get	Get a attachment
Get Many	Get many attachments
Get Summary	Returns an overview of attachment's metadata
Update	Update a attachment

Add Comment	Add a comment to a case
Create	Create a case
Delete	Delete a case
Get	Get a case
Get Many	Get many cases
Get Summary	Returns an overview of case's metadata
Update	Update a case

Add Contact To Campaign	Add contact to a campaign
Add Note	Add note to a contact
Create	Create a contact
Create or Update	Create a new contact, or update the current one if it already exists (upsert)
Delete	Delete a contact
Get	Get a contact
Get Many	Get many contacts
Get Summary	Returns an overview of contact's metadata
Update	Update a contact

Create	Create a custom object record
Create or Update	Create a new record, or update the current one if it already exists (upsert)
Delete	Delete a custom object record
Get	Get a custom object record
Get Many	Get many custom object records
Update	Update a custom object record

Upload	Upload a document

Get Many	Get many flows
Invoke	Invoke a flow

Add Lead To Campaign	Add lead to a campaign
Add Note	Add note to a lead
Create	Create a lead
Create or Update	Create a new lead, or update the current one if it already exists (upsert)
Delete	Delete a lead
Get	Get a lead
Get Many	Get many leads
Get Summary	Returns an overview of Lead's metadata
Update	Update a lead

Add Note	Add note to an opportunity
Create	Create an opportunity
Create or Update	Create a new opportunity, or update the current one if it already exists (upsert)
Delete	Delete an opportunity
Get	Get an opportunity
Get Many	Get many opportunities
Get Summary	Returns an overview of opportunity's metadata
Update	Update an opportunity

Query	Execute a SOQL query that returns all the results in a single response

Create	Create a task
Delete	Delete a task
Get	Get a task
Get Many	Get many tasks
Get Summary	Returns an overview of task's metadata
Update	Update a task

Get	Get a user
Get Many	Get many users

Invoice Ninja and Salesforce integration details

Invoice Ninja

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.

Related categories

Finance & Accounting

Salesforce

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Related categories

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FAQ about Invoice Ninja integrations

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Discover our latest community's recommendations and join the discussions about Invoice Ninja and Salesforce integration.

Invoice Ninja node - Expense date does not work
January 7, 2026Wade0
Describe the problem/error/question The Invoice Ninja create an expense node does not send Expense date What is the error message (if any)? The field is expenseDate when it should just be date Information on your n8n s…
Open topic
Help getting the MCP trigger to pass a variable into an http request tool
September 2, 2025trijste
I’m trying to build an MCP server that has access to my Salesforce org, but only at the schema and describe object level, ideally to provide more information for building out SOQL queries using custom fields from custom …
Open topic
Salesforce platform events capture - to trigger N8n flow
December 3, 2025DV
I could not find node of trigger type, which will start workflow when “platform event is publishjed from salesforce”. I am looking for support in n8n to listen to platform event as soon as published by SalesForce.
Open topic
How to connect credentials to Salesforce Custom Domain?
November 26, 2025Graeme Smith
Describe the problem/error/question Unable to create credentials (oauth) for salesforce sandbox with custom domain What is the error message (if any)? error=redirect_uri_mismatch redirect_url_must_match_configuration I…
Open topic

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Invoice Ninja and Salesforce integration

How to connect Invoice Ninja and Salesforce

Create a new workflow and add the first step

Build your own Invoice Ninja and Salesforce integration

Invoice Ninja supported actions

Salesforce supported actions