Hi, I just saw the an Invoice Ninja node has been added! Awesome!!!
Just one question, I appologize for my ignorance and if these seem like pretty basic concepts.
In invoice ninja there is an option to ‘deactivate’ a client or to delete a client. The difference being deleted is permanent and deactivated… well isn’t. Primarily, I just deactivate them because usually they return. I noticed that the trigger says ‘delete client.’ I run a chain of schools and so my students get deactivated when they don’t pay on time or miss a certain number of classes in a row… but they can always be activated again.
My knowledge of APIs is really quite limited but I assume that there is some room for editing so as to change this function? So that it doesn’t delete the registry in I.N.
My current process is this (manually):
- Clients fill out a Google Form
- We take that info and enter them into Invoice Ninja (Invoice Ninja creates a client number) and Kanboard creates a task which I can label with the same client number.
- From I.N. send them a quote. When they accept and pay that quote they are now an active client (student).
- From here on we manage all other processes through Kanboard: The status of the student, problems/tickets, documentation, etc…
What I am hoping to automate is this: Ideally, when I move a ‘task’ (student) into a certain column in Kanboard, it will tell Invoice Ninja to deactivate or activate that particular client.
Also, using the get client information function, I assume I can retrieve payment information from I.N and create a ‘note’ in that particuar ‘task’ that corresponds to that client? My doubt is… exactly how detailled can I create an API integration?
My experience using Zapier (I zapped Invoice Ninja with Rindl, a trello alternative) and I was able to create a client in Invoice Ninja and it created a card in Rindle in a specific column. The only problem was, when I changed the name of the client in IN… I didn’t see that reflect in Rindl. Therefore… I noticed that it was only a one off function… create client. So there was no syncronous communication between the programs.
I guess what I want to know is… is that possible? Just how extensive can we get?
I appreciate anyone taking the time to answer this!