1.Monitors new invoice creation
Integrate QuickBooks Online and accounting workflows to detect new invoice created and trigger invoice to deal linking.
Add customer invoice payment link to deal record
Automatically detect new invoice created across QuickBooks Online and create an invoice payment link trail in HubSpot and Zapier Tables. Automatically update deal invoice link fields when invoices map to dealsβso you can share payment URLs, keep deal records current, and reduce manual reporting without chasing emails.
How this automation updates deal invoice links
When new invoices are created, link updates fall behind and reps share stale URLs that slow collections. This automation finds matching deals and creates invoice link records, then sends invoices to capture payment links and updates the dealβso your team can invoice customers faster.
QuickBooks Onlineor swap with your favorite app
2.Finds matching deal
Integrate HubSpot and CRM lookup tools to find the matching deal to map invoice amount and customer email.
HubSpotor swap with your favorite app
3.Creates invoice tracking row
Integrate Zapier Tables and data tracking tools to create a row for each matched invoice and deal pairing.
Zapier Tablesor swap with your favorite app
4.Sends invoice to staging
Integrate QuickBooks Online and invoice delivery tools to send invoices to a staging address and capture the invoice link.
5.Restores billing email on invoice
Integrate QuickBooks Online and billing email tools to update the invoice so customers receive the correct email.
6.Updates deal with invoice link
Integrate HubSpot and CRM record updates to write the captured invoice link into the configured deal invoice link field.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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