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HubSpot + Xero

Create sales invoices in Xero for new deals in HubSpot

Streamline your sales process with this efficient workflow. When a new deal is confirmed in HubSpot, it seamlessly generates a sales invoice in Xero, saving you time and reducing administrative work. This automation ensures accurate and prompt invoicing, enhancing your cash flow and customer relations simultaneously. Connect HubSpot and Xero and let this workflow handle your sales transactions smoothly.

Streamline your sales process with this efficient workflow. When a new deal is confirmed in HubSpot, it seamlessly generates a sales invoice in Xero, saving you time and reducing administrative work. This automation ensures accurate and prompt invoicing, enhancing your cash flow and customer relations simultaneously. Connect HubSpot and Xero and let this workflow handle your sales transactions smoothly.

  1. When this happens...
    HubSpotHubSpot
    New Deal

    New Deal Deprecated, please switch to "New Deal" for the most reliable experience with your Zap.

    TriggerPolling
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
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    • Note

    • Additional properties to retrieve

    Trigger
    Polling
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    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Event Type

    Trigger
    Polling
    Try It
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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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