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HubSpot + Paycove

Update HubSpot deals when partial payments are paid in Paycove

Keep your financial records updated swiftly and accurately with this workflow. Each time a partial payment event is noted in Paycove, this process ensures a corresponding deal update in HubSpot. It allows for seamless tracking of all your payments, even those paid in increments, enhancing your financial management efficiency. This real-time data transfer fosters accurate, up-to-the-minute record keeping for your transactions.

Keep your financial records updated swiftly and accurately with this workflow. Each time a partial payment event is noted in Paycove, this process ensures a corresponding deal update in HubSpot. It allows for seamless tracking of all your payments, even those paid in increments, enhancing your financial management efficiency. This real-time data transfer fosters accurate, up-to-the-minute record keeping for your transactions.

  1. When this happens...
    PaycovePaycove
    Partial Payment Paid

    Triggers when a scheduled payment is paid by customer or marked paid by admin.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Paycove triggers, actions, and search

    Deal Created

    Triggers when a new invoice or quote is added to Paycove.

    Trigger
    Instant
    Try It
  • Paycove triggers, actions, and search

    Partial Payment Paid

    Triggers when a scheduled payment is paid by customer or marked paid by admin.

    Trigger
    Instant
    Try It
  • Paycove triggers, actions, and search

    Manually Send Deal

    Triggers when deal is manually pushed from Paycove.

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
  • Paycove triggers, actions, and search

    Invoice Paid

    Triggers when an invoice is paid or marked paid by admin.

    Trigger
    Instant
    Try It
  • Paycove triggers, actions, and search

    Quote Accepted

    Triggers when the quote was accepted by user or marked accepted by admin.

    Trigger
    Instant
    Try It
    • Quote or InvoiceRequired

    • NameRequired

    • Contact Id

    • Contact Name

    • Contact Email

    • Organization Id

    • Organization Name

    • Organization Street Address

    • Organization City

    • Organization State or Region

    • Organization Country

    • Organization Postal Code

    • NameRequired

    • SKU

    • QuantityRequired

    • PriceRequired

    • Tax

    • Amount off

    • Percent off

    • Description

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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About Paycove

Paycove is a quoting, invoicing, and payments platform.