1.Catch new deal webhook
Integrate Webhooks by Zapier to receive the deal payload and map incoming identifiers to routing fields for invoicing setup.
Create subscriptions from new deal webhooks for invoicing
Automatically catch new deal webhooks across Webhooks by Zapier, Pipedrive, Zapier Tables, NetSuite, Slack, and Zendesk. Create ERP customer, billing account, and draft subscription records when deal payloads arrive, product lists are included, or billing details changeβso you can get approval requests and invoicing readiness without manual invoicing setup.
How this automation creates ERP-ready subscriptions
When new deal webhooks arrive without consistent mappings, invoicing setup slows and subscription activation gets delayed. This automation receives the payload, enriches it with CRM and billing references, creates NetSuite records, and notifies Slack and Zendesk for reviewβso your team can speed approvals.
Webhooks by Zapieror swap with your favorite app
2.Find deal and organization
Integrate Pipedrive to find matching deal and organization records and map fields for customer and address creation.
Pipedriveor swap with your favorite app
3.Lookup mappings for billing
Integrate Zapier Tables to resolve currency, billing schedule, subsidiary, and pricing references from your mapping table.
Zapier Tablesor swap with your favorite app
4.Create ERP billing records
Integrate NetSuite to create customer, billing account, and draft subscription records with subscription line items.
NetSuiteor swap with your favorite app
5.Post approval summary
Integrate Slack to post a deal and ERP record summary to the configured sales channel for approval requests.
Slackor swap with your favorite app
6.Create finance review ticket
Integrate Zendesk to create a ticket in the finance group with links, including owner and approval request details.
Zendeskor swap with your favorite app
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Step 1
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Define the trigger
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Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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