1.Triggers on new payment received
Integrate QuickBooks Online and payment mapping data to trigger invoice matching when a new payment is received.
Mark paid invoices and move associated deal to won
Automatically monitor new payment received in QuickBooks Online across QuickBooks Online and CRM billing systems. Automatically mark matched invoices paid, move deals to won, and notify teams—so you can speed onboarding, reduce overdue follow-up, and keep cash flow accurate without manual invoice chasing.
How this automation moves deals to won faster
When a payment arrives but invoice and deal statuses stay out of sync, collection work stalls and onboarding misses its window. This automation monitors QuickBooks Online payments, updates paid invoice records, moves CRM deals to won, and notifies sales and billing teams—so teams can start onboarding without delays.
QuickBooks Onlineor swap with your favorite app
2.Updates invoice record to paid
Integrate Zapier Tables and invoice lookup data to mark the invoice paid and write the payment timestamp.
Zapier Tablesor swap with your favorite app
3.Retrieves deal ID from mapping
Integrate Google Sheets and CRM mapping workflows to look up the associated Deal ID from the invoice ID.
Google Sheetsor swap with your favorite app
4.Moves deal to won
Integrate Pipedrive and deal tracking systems to update the pipeline stage to won with payment value and notes.
Pipedriveor swap with your favorite app
5.Sends billing and sales message
Integrate Microsoft Teams and onboarding workflows to notify the sales and billing channel and optionally start onboarding.
Microsoft Teamsor swap with your favorite app
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Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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