1.Catches incoming deal webhook
Integrate Webhooks by Zapier to receive the incoming deal payload and extract deal identifiers to start invoice building.
Create invoice PDF from deal and email billing staff
Automatically capture deal webhook payloads across Webhooks by Zapier and HubSpot. Export invoice PDFs, calculate totals and tax, and update deals with a share link when deal payload received, invoice inputs mapped, or owner reference assignedβso you can calculate totals, export PDFs, and notify billing staff without manual invoicing.
How this automation accelerates invoice delivery
When a deal webhook arrives without a ready invoice, billing delays can stall cash flow. This automation captures deal payloads and retrieves line items, then calculates totals and exports a PDF and updates the originating dealβso your team can invoice faster.
Webhooks by Zapieror swap with your favorite app
2.Finds the deal and line items
Integrate HubSpot to retrieve deal fields and associated line items to map invoice inputs.
HubSpotor swap with your favorite app
3.Calculates totals and tax
Integrate Formatter by Zapier and tax calculation logic to aggregate line items, apply discounts, and compute net totals.
Formatter by Zapieror swap with your favorite app
4.Exports the invoice PDF
Integrate Google Slides to populate the invoice template and export it as a PDF file for sending.
Google Slidesor swap with your favorite app
5.Uploads to the invoices folder
Integrate Google Drive to upload the exported PDF to the configured invoices folder and generate a share link.
Google Driveor swap with your favorite app
6.Sends invoice email to billing staff
Integrate Gmail to email the invoice PDF to billing staff and CC the mapped deal owner with invoice details.
Gmailor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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