1.Detects new paid invoices
Integrate Stripe, payment sources, and CRM inputs to detect paid invoices for renewal processing and launch deal lookups.
Update renewal deal on invoice payment in CRM
Automatically monitor paid renewal invoices across Stripe and CRM systems. Locate the matching renewal deal in HubSpot when paid invoices post, renewal invoices clear, or payments confirm—so you can update stages, refresh renewal dates, and log invoice notes without manual reporting.
How this automation updates renewal deal timelines
When a paid renewal invoice arrives late in your workflow, account teams risk using outdated renewal timelines. This automation filters renewal invoices and formats renewal dates, then searches and updates HubSpot deals—so your team can act on the right stage and dates without chasing invoices.
Stripeor swap with your favorite app
2.Screens renewal product invoices
Integrate Filter by Zapier, rule checks, and renewal identifiers to continue only for configured renewal invoices and prevent unrelated updates.
Filter by Zapieror swap with your favorite app
3.Formats subscription start date
Integrate Formatter by Zapier, date parsing, and timestamp tools to convert subscription period start timestamps and standardize a start date.
Formatter by Zapieror swap with your favorite app
4.Computes next renewal date
Integrate Formatter by Zapier, date math, and scheduling logic to add one year to start dates and calculate the renewal date.
5.Finds the matching deal
Integrate HubSpot, CRM search, and external reference mapping to search deals by customer reference and configured stage.
HubSpotor swap with your favorite app
6.Updates renewal deal fields
Integrate HubSpot, CRM updates, and internal notes to update subscription start, close, and renewal dates and append invoice notes.
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Explore all subscription renewal workflows automations
Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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