1.Detect updated spreadsheet row
Integrate Google Sheets and spreadsheet triggers to watch for payment-ready rows and trigger the reconciliation workflow.
Update spreadsheet payment rows when invoice is paid
Automatically monitor updated spreadsheet rows across Google Sheets. Automatically create and update invoice records when payment flags indicate paid, invoice references are present, or invoice matches confirmβso you can mark payment status, attach invoice links, and reconcile faster without manual reconciliation.
How this automation reconciles paid invoices in your CRM
When updated spreadsheet rows show a payment as paid, delays can cause mismatched billing and reconciliation work. This automation finds the matching invoice in Xero and updates the invoice record in HubSpotβso your team can reconcile faster.
Google Sheetsor swap with your favorite app
2.Map payment flag and invoice reference
Integrate Google Sheets and data mapping tools to transfer the payment flag and invoice reference fields from the row.
3.Filter to paid rows with invoice reference
Integrate Filter by Zapier and conditional logic to continue only when the payment flag is paid and the invoice reference exists.
Filter by Zapieror swap with your favorite app
4.Find invoice by invoice number
Integrate Xero and accounting lookup tools to find invoices by invoice number and capture the online invoice link and due date.
Xeroor swap with your favorite app
5.Wait for accounting propagation
Integrate Delay by Zapier and timing controls to pause before updating CRM so Xero data is ready to map.
Delay by Zapieror swap with your favorite app
6.Update custom invoice object
Integrate HubSpot and CRM record updates to mark payment status as paid and attach the online invoice link.
HubSpotor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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