1.Detect new invoice created
Integrate QuickBooks Online and accounting data to capture invoice payload to build CRM-ready details.
Update CRM opportunity and note when invoice is sent
Automatically monitor new invoice events across QuickBooks Online. Create and update CRM records when invoice created or marked sent, so you can attach billing context, add invoiced notes, and move opportunities to the invoiced stage without manual data entry.
How this automation updates your invoiced opportunities
When new invoices get created or marked sent, billing context can sit outside the CRM and coordinators may miss next steps. This automation captures invoice data and filters it, finds the matching lead, creates a CRM note, and updates the opportunity to the invoiced stageβso your team can act with the right billing context.
QuickBooks Onlineor swap with your favorite app
2.Filter qualifying invoices
Integrate Filter by Zapier and invoice criteria to continue only for invoices that match program keywords or invoiced status rules.
Filter by Zapieror swap with your favorite app
3.Find matching lead
Integrate Close and CRM lookup tools to map customer display name to the first matching lead record.
Closeor swap with your favorite app
4.Create lead note
Integrate Close and CRM note tools to attach invoice line summaries and invoice reference as a plain-text note.
5.Update opportunity invoiced stage
Integrate Close and pipeline stage updates to set the related opportunity status to the configured invoiced stage.
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Step 1
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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
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