1.Detect new deal webhook events
Integrate HubSpot, webhook tools, and CRM data mapping to detect new deal webhook events and start invoice creation.
Create sales invoice from new deal records automatically
Automatically detect new deal webhook events across HubSpot and Xero. Create and update invoices when deals enter billing-ready stage or invoice identifiers are missing—so you can create sales invoices, log invoice numbers, and link orders without manual invoicing.
How this automation authorizes invoice creation and reporting
When new deal webhook events happen, delays can stall invoicing and revenue recognition. This automation finds deal and company details, maps products and terms, and creates and links sales invoice records—so your team can bill faster.
HubSpotor swap with your favorite app
2.Find deal by ID
Integrate HubSpot and CRM data retrieval to retrieve deal fields and map deal amount, currency, and reference.
3.Find company by ID
Integrate HubSpot and contact matching tools to retrieve billing contact hint and company type for invoice contact mapping.
4.Map product and terms
Integrate Sub-Zap by Zapier and pricing mapping tools to convert product to item code and terms to due date.
Sub-Zap by Zapieror swap with your favorite app
5.Create sales invoice
Integrate Xero and accounting templates to create a sales invoice with lines, currency, dates, and tracking fields.
Xeroor swap with your favorite app
6.Update deal and create order record
Integrate HubSpot and reporting records to write invoice number and public invoice URL and create a linked order record.
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