InvoiceQuickly + Zapier: Connect Invoicing to Everything
Zapier connects InvoiceQuickly to 6,000+ apps without code. Create invoices when form submissions arrive, update your CRM when invoices are paid, send SMS reminders for overdue invoices, or sync data to any app you use. If you can imagine the workflow, Zapier can build it.
How It Works
Connect InvoiceQuickly on Zapier
Find InvoiceQuickly in Zapier's app directory and authorize your account.
Choose a trigger
Triggers: New invoice created, Invoice paid, Invoice overdue, New client added, Payment received.
Choose an action
Actions: Create invoice, Send reminder, Update invoice status, Add client. Connect to any of 6,000+ apps.
Turn on your Zap
Activate the workflow. Zapier handles the rest automatically, running in the background 24/7.
Key Benefits
- Connect to 6,000+ apps including CRMs, accounting, project management, and marketing tools
- No-code automation — build workflows in minutes without developer help
- Triggers for all major invoice events (created, sent, viewed, paid, overdue)
- Actions to create invoices from any data source
- Multi-step Zaps for complex workflows (e.g., invoice paid → update CRM → send thank-you email → log in Sheets)
Best For
- Businesses using niche tools that don't have direct InvoiceQuickly integrations
- Automating end-to-end workflows: form submission → invoice → payment → accounting entry
- Creating custom notification workflows (SMS, WhatsApp, email) for invoice events
Setting it up
Setup takes 5-15 minutes depending on whether you have an existing Zapier account. Prerequisites: active Zapier account with admin access, your InvoiceQuickly workspace, and the relevant API permissions or OAuth authorization. From Settings → Integrations → Zapier, follow the connection flow. The integration syncs bidirectionally where supported. Initial setup includes mapping data fields between systems.
Best practices
Define one source of truth for customer data
When you connect Zapier, decide which system owns customer records. Most teams keep their primary CRM/ERP as the source of truth and let invoices sync into it. Prevents duplicate customer creation and reconciliation issues.
Test with a small batch before production rollout
Test with 5-10 invoices to verify field mapping, tax handling, and payment workflow. Adjust configuration based on test results.
Reconcile sync status weekly
Network failures and OAuth expirations occasionally cause sync gaps. Weekly reconciliation catches issues early.
Document the integration scope for your team
Write a brief internal doc covering: which workflows use the integration, who owns reconciliation, what to do when sync fails.
Common issues
Sync stops after working initially
Most common cause: OAuth token expired (typically 60-100 days). Reconnect via Settings → Integrations → Zapier. Set a reminder to refresh authorization every 60 days.
Field mapping creates duplicate or missing data
Adjust mapping in Settings → Integrations → Zapier → Field Mapping. Re-sync affected records after fixing.
Rate-limit errors during high-volume operations
Zapier APIs typically rate-limit bulk operations. InvoiceQuickly handles backoff automatically; retry during off-peak hours if persistent.
Last verified: April 2026
See How Much You Could Save
Use our ROI calculator to see exactly how much invoice automation could save your business each year.
Calculate Your SavingsFrequently Asked Questions
Is Zapier free?
Zapier has a free tier with 100 tasks/month and single-step Zaps. Paid plans start at $19.99/month for multi-step Zaps and more tasks.
What triggers and actions are available?
Triggers: Invoice created, Invoice sent, Invoice paid, Invoice overdue, Client added. Actions: Create invoice, Send reminder, Update status, Add client, Create credit note.
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