1.Retrieves deal and associations
Integrate HubSpot and CRM associations to retrieve the deal, contact, delivery address, and line items for downstream ordering.
Create sales invoices and shipping orders from won deals
Automatically monitor deals closing across HubSpot and Xero. Create and update billing and fulfillment records when deal stage changes, won status activates, or closed-won deal is set—so you can generate invoices, create shipping orders, and update billing status without manual billing.
How this automation accelerates your invoice and shipment setup
When deal stage updates to closed-won, delays can slow billing and disrupt fulfillment handoffs. This automation connects HubSpot data to Zapier Tables order records, then creates sales invoices in Xero and shipping orders in Starshipit—so your team can invoice faster.
HubSpotor swap with your favorite app
2.Creates structured order records
Integrate Zapier Tables and data mapping tools to create order records per line item, including SKU, qty, and delivery fields.
Zapier Tablesor swap with your favorite app
3.Creates sales invoices
Integrate Xero and accounting automation tools to find or create the contact and create sales invoices with invoice lines.
Xeroor swap with your favorite app
4.Creates fulfillment shipping orders
Integrate Starshipit and shipping workflows to create orders and carrier item lines for packing and fulfillment.
Starshipitor swap with your favorite app
5.Updates deal with invoice reference
Integrate HubSpot and record updates to write back invoice number or invoice reference for clear billing status.
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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