1.Runs on Monday and Thursday
Integrate Schedule by Zapier and time-based workflows to start the job on Monday or Thursday to run invoice metric checks.
Update deals with current and aged invoice totals
Automatically monitor the weekday schedule and run checks across HubSpot and Zapier Tables. Create and update invoice totals when weekday execution starts or Monday execution begins or Thursday execution starts—so you can compute current and aged amounts, update deal fields, and follow up without manual reporting.
How this automation updates your deal totals
When the schedule run starts on Monday or Thursday, delays can leave deals with missing invoice metrics. This automation finds table records, computes current and aged totals, and updates your HubSpot deal metrics—so your team can close gaps fast.
Schedule by Zapieror swap with your favorite app
2.Continues only on Monday or Thursday
Integrate Filter by Zapier and scheduling controls to gate execution to only run when Monday or Thursday conditions match.
Filter by Zapieror swap with your favorite app
3.Finds deals missing invoice metrics
Integrate Zapier Tables and data lookup tools to find table records missing invoice metrics to pull the mapped deal references.
Zapier Tablesor swap with your favorite app
4.Iterates records for computation
Integrate Looping by Zapier and workflow variables to iterate each returned record to expose the deal reference and client identifier.
Looping by Zapieror swap with your favorite app
5.Computes current and aged invoice totals
Integrate Code by Zapier and payments API logic to compute current month, previous month, average, and over 90 day totals to produce metric outputs.
Code by Zapieror swap with your favorite app
6.Updates deal fields with totals
Integrate HubSpot and CRM update workflows to find the matching deal and update configured metric fields to refresh invoice aging.
HubSpotor swap with your favorite app
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