1.Watch for new invoice generated
Integrate Chargebee and billing event capture to trigger the flow for new invoice generated events.
Create outstanding invoice records and alert account owners
Automatically monitor new invoice generated events across Chargebee, HubSpot, Zapier Tables, Airtable, and Slack. Create and update when invoices are generated or owners are matched or amounts due updateβso you can log outstanding invoices, create deal records, and alert account owners without manual invoice follow-up.
How this automation protects your collections visibility
When new invoices generate, delays can leave outstanding balances untracked and owners uninformed. This automation captures invoice details, finds the right company and owner, then creates Airtable invoice records and HubSpot deals while notifying owners in Slackβso your team can act faster.
Chargebeeor swap with your favorite app
2.Find company by subscription ID
Integrate HubSpot and CRM lookup tools to find the company record and return owner reference for the invoice.
HubSpotor swap with your favorite app
3.Find owner mapping
Integrate Zapier Tables and mapping tables to look up the account owner mapping and return the owner contact.
Zapier Tablesor swap with your favorite app
4.Create outstanding invoice record
Integrate Airtable and spreadsheet databases to create a record in your Outstanding Invoices table with due amount and status.
Airtableor swap with your favorite app
5.Create deal and associate company
Integrate HubSpot and CRM deal management to create a deal, set owner, and associate it to the company record.
6.Send DM and channel alert
Integrate Slack and team messaging tools to DM the owner and post a condensed finance channel alert.
Slackor swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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