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Linking Invoice2go with Zapier

With our Invoice2go integrations, you can link hundreds of apps through Zapier to automate key workflows in your business. 

Please note, in order to use this integration, you will need to have an active Zapier account. You can sign up for Zapier here. 

What does this integration do?

With our Zapier integration, you’re now able to automatically have your clients and items sync from your other apps into Invoice2go. This way, you won’t need to manually create a new client or item in both tools.

Please be aware that each client or item created through Zapier will count towards your quotas, if applicable to your plan.

Additionally, right now, this integration only supports importing your client and item data into Invoice2go. At this time it does not support exporting data from Invoice2go into a different tool.

How to sync your Invoice2go account with Zapier and create a Zap

To integrate Zapier with your account; you will need to be logged into Invoice2go on a desktop or laptop computer for the initial setup. Alternatively, you can save time by setting up the integration by signing into Zapier directly. 

Web

  1. Click on your Company name in the top right corner
  2. Click on Account & settings
  3. Click on Connect to Zapier
  4. Click on Website
    • This will redirect you to Zapier where you will need to log in using your Zapier credentials 

From Zapier 

  1. Within your Zapier account, click on Create Zap
  2. Add a trigger 
    • This is the event that will prompt the automation to run. You will need to select and log in to the app you are using for this trigger, as well as select an action to trigger the event 
    • Ex. When I receive a new email in my Gmail account, run this Zap 
  3. Add an action
    • This is the event that will occur when the above trigger happens
    • Ex. When I receive a new email in my Gmail account, create a new client in Invoice2go
    • To start, search for Invoice2go from the search apps field 
  4. Choose an action event 
    • Here is where you will choose whether you want this automation to either create a client or an item in Invoice2go
  5. Connect your Invoice2go account
    • After you select your action and click on continue, you will be prompted to sign in to your Invoice2go account to connect to Zapier
    • In order to continue, you will need to choose to allow certain permissions between Zapier and Invoice2go. Should you choose to decline these permissions, you will be unable to use this integration
  6. Fill out your action fields
    • Here, you will set up the data you wish to be sent over to Invoice2go
    • Ex. For a client; first name, last name, address, city, etc. 
  7. Test your Zap
    • Before turning on the Zap, it is recommended that you use both the test trigger and test action buttons to ensure the Zap is working properly 
  8. Name your Zap 
    • To keep track of your Zaps, we recommend giving it a custom name. Simply click on Name your zap in the upper left corner and give it a name 
    • Ex. Gmail + Invoice2go add client zap 
  9. Turn on your Zap 
    • Once you have set up and tested your Zap, click on Turn on Zap. You should then receive a confirmation message that the Zap is on  

Now, whenever the trigger you set up occurs, an item or client will be created in Invoice2go. For more detailed information on how to set up a Zap, please check out this article from Zapier. Additionally, Zapier has a great video tutorial on how to set up Zaps which can be found here.

How to unlink Zapier from Invoice2go 

Should you decide you no longer wish to have Zapier connected to your Invoice2go account, you can unlink it from your account using the steps below. Alternatively, if you do not wish to fully unlink Zapier from your Invoice2go account, you can disable the individual Zap within Zapier by toggling it off from your Zaps page.

Web 

  1. Click on your Company name in the top right corner
  2. Click on Account & settings
  3. Click on Zapier
  4. Click on Unlink Zapier 
  5. Click on Unlink Zapier again

Once you unlink Zapier, you will need to follow the setup process again should you wish to re-enable it in the future. 

Additional resources

For a full list of our integrations, make sure to check out our integrations hub here. Additionally, for articles on how to use Zapier, we recommend checking out their dedicated help center here. 

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