1.Detects deal stage update
Integrate HubSpot and CRM tracking tools to detect deal stage update and trigger invoice workflows for eligible deals.
Create authorised invoice and attach to deal record
Automatically monitor deal stage updates across HubSpot. Create and update authorised invoices when deals hit closed stage or are missing invoice references or approval criteria is met—so you can generate invoices, attach line items, and write invoice details back without manual invoice chasing.
How this automation protects your invoice workflow
When deal stage updates without an authorised invoice reference, invoicing gets delayed and follow-up slows down. This automation waits briefly, validates deal eligibility, finds line items, creates an authorised invoice, and updates the deal—so your team can invoice faster.
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2.Delays for 2 minutes
Integrate Delay by Zapier and process timing tools to pause execution and allow upstream updates to settle before invoice creation.
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3.Continues only for missing invoice reference
Integrate Filter by Zapier and data validation tools to proceed only when the deal is missing an invoice reference.
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4.Finds associated line items
Integrate HubSpot and CRM line item tools to map the deal ID to associated line items for invoice rows.
5.Creates authorised sales invoice
Integrate Xero and accounting invoice tools to create an authorised sales invoice with invoice date, currency, and status.
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6.Updates deal with invoice details
Integrate HubSpot and CRM record tools to write the created invoice ID and invoice number back to the deal.
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