1.Detect new deal created
Integrate HubSpot and CRM records to watch for new deal creation and trigger invoice-ready processing.
Create sales invoices from newly created deal records
Automatically monitor new deal created in HubSpot across finance and accounting tools. Automatically create sales invoices and calculate tax when deal amounts change, contact billing identifiers update, or cost centers resolve—so you can post invoices, sync customer details, and keep billing ready without manual rekeying.
How this automation creates billing-ready invoices
When new deal records appear, delays can disrupt billing and cash flow. This automation finds the associated contact, calculates tax, looks up cost centers, creates Sage invoices, and updates HubSpot—so your team can bill without rekeying.
HubSpotor swap with your favorite app
2.Find associated contact
Integrate HubSpot and CRM field mapping to find the associated contact and map it to customer fields.
3.Extract and calculate tax
Integrate Formatter by Zapier and calculation tools to compute tax amount from the deal amount and billing code.
Formatter by Zapieror swap with your favorite app
4.Lookup cost center
Integrate Zapier Tables and reference data to look up the cost center id from the billing reference.
Zapier Tablesor swap with your favorite app
5.Create customer and sales invoice
Integrate Sage Accounting and invoice workflows to find or create the customer and create the sales invoice with tax and cost center.
Sage Accountingor swap with your favorite app
6.Update deal and contact
Integrate HubSpot and CRM updates to write back the invoice number and align the customer accounting id.
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