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HubSpot + Xero

Create sales invoices in Xero for updated deal stages in HubSpot

Keep your financial records up to date the moment a deal progresses in your sales funnel with this workflow. When a deal stage is updated within HubSpot, an invoice is immediately created in Xero. Enjoy handshake-free data management that eases your bookkeeping tasks and focuses on business growth.

Keep your financial records up to date the moment a deal progresses in your sales funnel with this workflow. When a deal stage is updated within HubSpot, an invoice is immediately created in Xero. Enjoy handshake-free data management that eases your bookkeeping tasks and focuses on business growth.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Type of Custom ObjectRequired

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • 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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  • Marketing Automation

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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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