1.Monitor deal property change
Integrate HubSpot and CRM field triggers to pull core deal fields and contact info when the invoicing property flips.
Create sales invoice from closed deal in accounting
Automatically monitor a configured HubSpot deal property change across Xero and HubSpot. Create an authorised sales invoice and email it when deals are marked for invoice—so you can bill faster, reduce errors, and keep your ledger up to date without manual invoicing.
How this automation accelerates your invoice-to-cash
When a deal is marked for invoice but invoicing is delayed, billing slows and authorization mistakes increase. This automation monitors HubSpot property flips and creates Xero contacts and authorised sales invoices—so your team can invoice accurately without chasing details.
HubSpotor swap with your favorite app
2.Find or create contact
Integrate Xero and accounting contacts to match by email, then create a contact when no match is found.
Xeroor swap with your favorite app
3.Create sales invoice
Integrate Xero and invoice automation to create an authorised sales invoice and enable send-to-contact using deal mappings.
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