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Invoiced Zapier integrationAutomate Invoiced with Zapier.

Invoiced Zapier integration, read on 2026-10-06: 11 triggers, 12 actions and 4 searches. Every trigger is instant, the app runs on the free plan, and almost every action needs a customer that already exists in your Invoiced account.

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Overview

What the Invoiced Zapier integration does for your receivables

The Invoiced Zapier integration links your receivables account to the other tools your team uses. Something happens in Invoiced, a new invoice, a payment, a canceled subscription, and Zapier carries out the next step for you: it writes a customer, an invoice or a task back into Invoiced, or passes the news on to another app.

Three results come up again and again. A paid invoice turns into a trace on the account: Invoice Paid in Full starts the Zap and Create Note logs the payment on the customer record. A client signed in another tool lands in your billing: Create Customer, then Create Invoice, and the first bill exists without anyone retyping it. A lost account gets a human on it: Subscription Canceled opens a Create Task for whoever owns the relationship.

What Zapier does not do here matters just as much. No action deletes anything. No action edits an invoice once it exists; Update Customer is the only one that changes a record. No trigger watches for an overdue or an updated invoice. And the three document searches look things up by ID or by number, never by customer name. If one of those gaps blocks you, the same app is covered on Make: the Invoiced Make integration page is the place to check, and Make vs Zapier helps you pick between the two.

Vocabulary

Zapier vocabulary in one minute

Eight words come back on every line of this page. Here is what each one means, in plain terms.

Zap
The automation you build in Zapier: one event that starts it, then one or more steps that run each time that event happens.
Trigger
The event that starts a Zap, such as a new invoice in Invoiced. Once the Zap is switched on, Zapier waits for it.
Action
What the Zap does once it has started: the step that creates, writes or sends something in an app on your behalf.
Task
The unit Zapier bills. One action that completes successfully is one task, and your plan is a monthly count of those.
Polling or instant
A polling trigger is checked on a timer. An instant trigger is pushed by the app the moment the event happens. All Invoiced triggers are instant.
Filter
A step that lets the Zap carry on only when the incoming data meets a condition you set, and stops it quietly otherwise.
Search step
A step that finds a record that already exists, like an invoice from its number, so the steps after it can reuse what it found.
Connection
Your Invoiced account linked to Zapier once, then reused by every step of every Zap that touches Invoiced.
Cost

What it really costs in tasks

Zapier bills completed actions and nothing else. The trigger is free, and so is all the waiting Zapier does in between.

  • Free plan100 tasks a month
  • Steps on the free plan2: one trigger, one action
  • Premium appNo, works on Free
  • Instant triggers11 out of 11

Each action that goes through counts as one task, so a Zap with two actions uses two per run, and an action that fails costs nothing. Invoiced is not a premium app: the free plan is enough to start, with one limit, two steps per Zap. Add a second action, a filter or a search, and the Zap becomes multi-step, which needs a paid plan. The interval grid below only governs polling triggers. Invoiced has none, so your plan never slows its triggers down. For a wider view of the tool itself, read the Zapier review.

Connect

Connect your Invoiced account to Zapier

  1. 01

    Open your connections

    In your Zapier account, go to the Apps page and click + Add connection. You make the connection once and every Zap reuses it, so do it from the Zapier account that will own the Zaps.

  2. 02

    Pick Invoiced

    Type Invoiced in the search box of the dialog, select it, then click Add connection. A new tab opens on the Invoiced side, where you sign in with the account that holds your customers and invoices.

  3. 03

    Grant access

    Let Zapier into the account when Invoiced asks. Use a login that can read and write the customers, invoices and payments your Zaps will touch: on records you do not own, that access has to be granted before you build.

First Zap

Your first Zap: a canceled subscription becomes a follow-up

GoalWhen a subscription is canceled in Invoiced, log a note on the customer and create a task so someone calls them back.

  1. 01

    Pick the trigger

    Start a new Zap, choose Invoiced as the app and Subscription Canceled as the event, then select the connection made above. The trigger is instant, so there is no schedule to set.

  2. 02

    Test it on a real cancellation

    Run the test. Zapier brings back the three most recent items of the connected account; pick a real cancellation, because every field you map next comes from it.

  3. 03

    Add the note

    Add an action, choose Invoiced, then Create Note. Map the customer from the trigger into Customer, and write the Notes text, mixing your own words with details of the subscription.

  4. 04

    Add the task

    Add a second action, Create Task. It asks for a Customer, a Name and an Action. This second action makes the Zap multi-step, so it only runs on a paid plan.

  5. 05

    Test, then publish

    Test each action once and check the note and the task in Invoiced. Then click Publish: the Zap is on, and it reacts only to cancellations that happen from now on.

Triggers

Invoiced triggers: 11 events, all instant

11 events start a Zap when something happens in Invoiced, and 11 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Contact

Instant trigger

In Zapier“Triggers when a new contact is created.”

Starts the Zap whenever a person is added under one of your customer accounts in Invoiced: the accounts payable clerk, the finance director, a second inbox for invoices. The Zap receives that contact as soon as it is saved, ready to be copied elsewhere.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
push billing contacts into your CRM or newsletter tool, so the people who pay your invoices also hear about price changes.
Watch out
a contact always hangs off a customer, so if you only care about companies, New Customer is the better starting point.
2

New Credit Note

Instant trigger

In Zapier“Triggers when a new credit note is created.”

Fires when a credit note is issued in Invoiced, the document that lowers what a customer owes after a refund, a dispute or a billing error. That new credit note becomes the first step of your Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
warn your accountant or your finance channel as soon as money goes back to a customer, rather than spotting it at the month-end close.
Watch out
a Zap that starts here and also runs Create Credit Note sets itself off again with every credit note it writes.
3

New Customer

Instant trigger

In Zapier“Triggers when a new customer is created.”

Reacts to every customer account that appears in Invoiced, whether a teammate typed it in, an import created it or another Zap did. That fresh account is what the rest of the Zap works with.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
open the same company in your CRM or project tool, so sales and finance stop keeping two lists that never match.
Watch out
a bulk import lands as one huge batch, and Zapier's flood protection may hold part of it back instead of running the Zap for each customer.
4

New Estimate

Instant trigger

In Zapier“Triggers when a new estimate is created.”

Kicks in as soon as a quote, which Invoiced calls an estimate, is created for a customer. The Zap gets that estimate the moment it exists, before anyone on the client side has answered it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
ping the salesperson who owns the deal, or drop a reminder in their planner, so no quote sits forgotten.
Watch out
only creation counts; an estimate edited or accepted later never starts the Zap a second time.
5

Invoice Paid in Full

Instant trigger

In Zapier“Triggers when an invoice is paid in full.”

Goes off when an invoice is settled down to the last cent, and not one payment before. On the money side, this is the cleanest sign that a job is closed and the customer owes nothing more on it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
send a thank-you email, unlock a service that was waiting for payment, or tell the delivery team they can start.
Watch out
partial payments never start this Zap; to follow every payment, instalments included, start from New Payment.
6

New Invoice

Instant trigger

In Zapier“Triggers when a new invoice is created.”

Picks up each invoice as soon as it exists in Invoiced, whoever or whatever created it: a teammate, an import or another Zap. The invoice and its details flow into the steps that follow.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
post every new invoice in a team channel, or log it in the spreadsheet your finance lead reviews before a forecast.
Watch out
a later edit or a payment on the same invoice does not start it again; for payments, look at New Payment or Invoice Paid in Full.
7

New Note

Instant trigger

In Zapier“Triggers when a new note is created.”

Triggers on every note written on a customer record, the free text your collectors leave after a call or an email exchange. Each note reaches the Zap together with the customer it belongs to.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
mirror collection comments in your CRM, so the account manager reads the payment history before picking up the phone.
Watch out
notes written by Create Note in another Zap start this one too, so make sure two Zaps never end up feeding each other.
8

Subscription Canceled

Instant trigger

In Zapier“Triggers when a subscription is canceled.”

Sends the Zap off the moment a customer's subscription is canceled in Invoiced. For any business that bills on a recurring plan, this is the clearest churn signal the app sends, and the one most worth acting on fast.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
alert the account owner, start a win-back sequence in your email tool, or close access in your product.
Watch out
only cancellations made after the Zap is published count; the customers who left before stay invisible to it.
9

New Subscription

Instant trigger

In Zapier“Triggers when a new subscription is created.”

Starts when a customer is put on a recurring plan in Invoiced. The new subscription, tied to its customer and its plan, is what the Zap gets to work with from the first step.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
welcome new subscribers, open their account in your product, or tell sales the contract is live.
Watch out
when you test it, Zapier pulls the three latest items of the connected account, so build your mapping on a real subscription rather than on an empty sample.
10

New Payment

Instant trigger

In Zapier“Triggers when a new payment is created.”

Reacts to each payment recorded in Invoiced, whatever its size. Unlike Invoice Paid in Full, it also catches a deposit or a single instalment of a larger bill, so nothing that comes in slips past it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
update a cash forecast or let the account owner know the moment money arrives.
Watch out
sending each payment to two tools takes two actions, which makes the Zap multi-step and moves it onto a paid plan.
11

New Task

Instant trigger

In Zapier“Triggers when a new task is created.”

Fires whenever a task is created in Invoiced against a customer, such as a call to make or a reminder to send. The Zap receives that task along with the account it concerns.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
copy those follow-ups into the to-do app your team actually checks, so collection work is not split across two places.
Watch out
tasks written by Create Task elsewhere start this trigger too, and a Zap that does both loops on itself.
Actions

Invoiced actions: 12 ways to write into your billing

Invoiced gives you 12 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Contact

Action

In Zapier“Creates a new contact.”

Adds a person under an existing customer, with a Name and the Customer they belong to. Two switches set their role: SMS Enabled? and Billing Contact?.

When to use it
a new finance contact shows up in your CRM and should start receiving invoices too.
2

Create Credit Balance Adjustment

Action

In Zapier“Creates a new credit balance adjustment.”

Changes the credit a customer holds with you, by an Amount, on a chosen Customer. Both fields are required.

When to use it
a goodwill gesture or a prepaid amount is agreed in another tool and must show on the account.
3

Create Credit Note

Action

In Zapier“Creates a new credit note.”

Issues a credit note against a customer, built like an invoice line with Name, Quantity and Unit Cost. It can stay a draft with Draft? or go out by email with Send?.

When to use it
a refund is approved in your helpdesk and your receivables must reflect it.
4

Create Customer

Action

In Zapier“Creates a new customer.”

Opens a new customer account in Invoiced from whatever reached the trigger: a signed form, a won deal, a new user. Only the Name is required, and AutoPay can be switched on from day one.

When to use it
a deal closes in your CRM and finance needs the account before the first invoice.
Watch out
if the customer may already be in Invoiced, Find or Create Customer looks first and only creates one when nothing matches.
5

Create Estimate

Action

In Zapier“Creates a new estimate.”

Builds a quote for a customer with one line: a Name, a Quantity and a Unit Cost, all required. Draft? keeps it unsent, Send? emails it to the customer straight away.

When to use it
a request form asks for a price and the quote should follow without retyping.
Watch out
with Send? on, a test run reaches the real customer.
6

Create Invoice

Action

In Zapier“Creates a new invoice.”

The step many Zaps on this app end with: it bills a customer for a line defined by Name, Quantity and Unit Cost. Draft? keeps it internal, Send? emails it.

When to use it
an order is paid in your shop or a project is marked done, and the bill has to go out.
Watch out
the Customer must exist first; chain Find or Create Customer before it when in doubt.
7

Create Note

Action

In Zapier“Creates a new note.”

Writes a free-text note on a customer record, so the history of the account lives where your collectors look. Both Customer and Notes are required.

When to use it
log on the account what happened elsewhere, a support ticket closed, a contract signed, a call booked.
8

Create Payment

Action

In Zapier“Creates a new payment.”

Records a payment in Invoiced; the Amount is the only required field.

When to use it
money arrives through a channel Invoiced does not see, and your receivables must still match the bank.
Watch out
each payment written this way starts any Zap built on New Payment.
9

Create Pending Line Item

Action

In Zapier“Creates a new pending line item.”

Records a pending line item on a customer: a charge noted on the account rather than a finished invoice. Only the Customer is required.

When to use it
usage or extra work is logged in another tool and should be billed later with the rest.
10

Create Subscription

Action

In Zapier“Creates a new subscription.”

Puts a customer on a recurring plan. Two fields are required: the Customer and the Plan, which expects the ID of a plan already set up in Invoiced.

When to use it
a sign-up in your product or a won deal should start recurring billing on its own.
Watch out
the plan ID cannot be made up on the fly; create the plan in Invoiced first.
11

Create Task

Action

In Zapier“Creates a new task.”

Assigns a follow-up in Invoiced against a customer. It needs three things: the Customer, a Name for the task, and the Action expected.

When to use it
a payment fails in another tool or a subscription ends, and someone must step in.
Watch out
any Zap built on New Task will start for each task this action creates.
12

Update Customer

Action

In Zapier“Updates a customer.”

Changes an existing customer record, picked in the Customer field. It is the only action of the app that edits something instead of adding it.

When to use it
switch AutoPay on or off when a customer's status changes in another tool.
Watch out
the Zap must know which customer to touch; a search step placed before it usually supplies that.
Searches

Invoiced searches: find a record before acting on it

4 search steps look for data that already exists in Invoiced, so a later step can use it.

In the editor, the four Invoiced searches sit at the bottom of the Action event list, under SEARCH. Each one adds a step, so a Zap that uses one is multi-step and needs a paid plan. Three settings decide what happens when the result is not what you expected.

1

Find Credit Note

Search

In Zapier“Finds a credit note by ID or credit note number.”

Looks up one credit note from its ID or its number. That is the reference a customer quotes when chasing a refund, so it is usually already in the ticket or the email that started the Zap.

When to use it
a support ticket mentions a credit note number, and the next step needs the record behind it.
Watch out
it cannot search by customer name; without the ID or the number, there is nothing to look for.
2

Find Estimate

Search

In Zapier“Finds an estimate by ID or estimate number.”

Fetches an estimate when the Zap already carries its number or its ID, so later steps can act on the right quote.

When to use it
a signed quote comes back through a form with its number, and you want to turn it into a task or a note.
3

Find Invoice

Search

In Zapier“Finds an invoice by ID or invoice number.”

Retrieves a single invoice from its ID or its number.

When to use it
a payment recorded in another tool quotes an invoice number, and the note or the task has to land on the right customer.
Watch out
Invoiced, not Zapier, decides whether the number must match exactly; test with a real number before publishing.
4

Find or Create Customer

SearchFind or create

In Zapier“Finds an existing customer, or creates one if it does not exist.”

Looks for a customer and, when none matches, creates one in the same step. The editor also shows a Find or Create Customer line next to it: that is this very search with the creation box ticked, not an extra operation.

When to use it
place it before Create Invoice or Create Subscription, so the required Customer always exists.

The three settings every search exposes

  1. Successful if no search results are found?
    Left as it is, a search that finds nothing stops the Zap and skips the steps that depended on it. Switched on, the Zap carries on without the missing record.
  2. Create Customer if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: the setting above disappears, and the step asks for what it needs to create the missing customer.
  3. If multiple search results are found?
    Three ways out when several records match: keep the first one, which is the default, stop the Zap, or pass every match on to the next steps.
When it breaks

When an Invoiced Zap breaks

Zapier links no help article to Invoiced and lists no limit specific to it. What breaks here are the general rules of Zapier, and they bite hard on billing data.

Four cases come back most often. When a Zap stops and the reason is unclear, the Zapier troubleshooting guide is the next stop.

  • Nothing from before the Zap

    A Zap only reacts to what happens once it is switched on. Invoices, payments and customers that already existed are never picked up; moving that history is a separate job.

  • The Zap that feeds itself

    Start on New Invoice and end on Create Invoice, and every invoice the Zap writes sets it off again. The loop burns through your tasks fast, so keep trigger and action on different records.

  • A bulk import held back

    Importing a large batch of customers or invoices at once sends a flood of events to the trigger, and Zapier's flood protection can hold them back instead of running the Zap for each one.

  • A required field with nothing behind it

    Most actions need a Customer, and Create Subscription a Plan ID. If the Zap passes an empty value or a customer that does not exist, the action fails: no task is billed, but nothing is written either.
Need help

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FAQ

Invoiced and Zapier: the questions people ask

01Is the Invoiced Zapier integration free?
Yes, as far as Zapier goes. Invoiced is not a premium app, so it works on the free plan, which gives 100 tasks a month and an unlimited number of Zaps. The catch is the shape of the Zap: on Free, a Zap holds two steps, one trigger and one action. A second action, a filter or a search turns it into a multi-step Zap and calls for a paid plan. Your Invoiced subscription is a separate matter, and Zapier does not cover it.
02How many tasks does an Invoiced Zap use?
One per action that succeeds, each time the Zap runs. The trigger costs nothing, however many invoices or payments come in, and an action that fails is not counted. A Zap that answers Invoice Paid in Full with Create Note uses one task per paid invoice; add Create Task and it uses two. A search such as Find Invoice adds a step, which makes the Zap multi-step. Compare the monthly count of your plan with the number of events you expect before switching anything on.
03Does Invoiced work in real time with Zapier?
Yes. All 11 Invoiced triggers are instant: Invoiced tells Zapier the moment the event happens, so the Zap starts right away. The polling interval tied to each plan, 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise, does not apply to them, which makes the free plan as fast as the others for this app. A Zap built on one of these triggers shows a lightning bolt in the editor. The type is set on the Invoiced side and cannot be changed from Zapier.
04What does it take to connect Invoiced to Zapier?
An Invoiced account, plus access to the records your Zaps will read or write. In Zapier, open Apps, click + Add connection, search for Invoiced, click Add connection, sign in on the tab that opens, then grant access. Every Zap reuses that connection afterwards. For records you do not own in Invoiced, check that your login has read or write rights before building, otherwise the steps will fail on those records, one run after another.
05Why does Create Invoice fail when the customer is new?
Because the Customer field must point at an account that already exists. Create Invoice, Create Estimate, Create Credit Note and most other actions require a Customer, and none of them creates it for you. When the Zap starts in another tool, put Find or Create Customer before the action: it finds the account or creates it, then hands it on. That extra step makes the Zap multi-step, so it needs a paid plan. On Free, a separate Zap that creates customers first does the same job in two halves.
06What if the Invoiced operation you need is missing from Zapier?
Then this integration cannot do it directly. The 27 operations cover creating records, one customer update and four searches, with no delete and no invoice edit. A few ways around it: see whether a trigger from the other app plus an existing action gets close enough, look at what Make offers for the same app, or have the missing step built another way by someone who knows the Invoiced side. The list read on 2026-10-06 is the reference for this page.
07Zapier, Make or n8n for Invoiced?
It depends on the criterion, not on a winner. Start with the operations: on Zapier, Invoiced exposes 27 of them, all triggers are instant, and the free plan runs two-step Zaps, so check whether the same events exist on the other tools. Then the cost model: Zapier bills completed actions, the others count differently. Then who maintains the automation, and whether hosting the tool yourself matters. Lay those three criteria next to your own Zaps, and the choice usually makes itself.
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