HubSpot + Slack + Xero

Create Xero invoices for HubSpot deals and send to Slack for approval

When deals close in HubSpot, it's important to generate invoices quickly and keep approvals moving. This Zap automatically creates a draft invoice in Xero and sends it to a designated Slack channel for review. It helps your finance and sales teams stay in sync, speeding up billing and improving internal collaboration.

When deals close in HubSpot, it's important to generate invoices quickly and keep approvals moving. This Zap automatically creates a draft invoice in Xero and sends it to a designated Slack channel for review. It helps your finance and sales teams stay in sync, speeding up billing and improving internal collaboration.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerPolling
  2. automatically do this...
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
  3. then do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Event Type

    Trigger
    Polling
    Try It
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

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slack logo

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Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

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