1.Detect new invoice
Integrate QuickBooks Online and accounting tools to watch for a new invoice and trigger opportunity creation.
Create CRM opportunity from new invoices for billing
Automatically detect new invoices across QuickBooks Online, Zapier Tables, LeadConnector, and Slack. Create and update opportunities when invoices are created, invoice references appear, or totals postβso you can create contacts, log reporting records, and alert billing staff without manual triage.
How this automation creates CRM opportunities from invoices
When new invoices come in, delays can disrupt deal tracking and leave opportunities uncreated. This automation finds invoice matches, adds or updates contacts, creates opportunities, updates invoice reporting, and alerts on failuresβso your team can act same day.
QuickBooks Onlineor swap with your favorite app
2.Find matching invoice record
Integrate Zapier Tables and reporting systems to find an invoice row and return a record id or no record.
Zapier Tablesor swap with your favorite app
3.Add or update contact
Integrate LeadConnector and CRM data mapping to match by external customer id and billing email and return a contact id.
LeadConnectoror swap with your favorite app
4.Create opportunity in pipeline
Integrate LeadConnector and sales pipeline stages to create an opportunity, set status, and associate the contact id.
5.Create or update invoices table row
Integrate Zapier Tables and reconciliation tools to log invoice and opportunity ids for reporting and tracking.
6.Alert billing channel on failures
Integrate Slack and team notifications to post a failure alert with invoice reference and amount for fast triage.
Slackor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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