HubSpot + QuickFile
Update deals in HubSpot when new invoices arrive in QuickFile
Whenever a new invoice is created in QuickFile, this workflow ensures the corresponding deal in HubSpot is updated instantly. This automation streamlines your financial processes and eliminates the need to manually track and update invoices in separate apps, saving you precious time and reducing the likelihood of errors. Stay organized and let your financial operations run seamlessly with this QuickFile to HubSpot workflow.
Whenever a new invoice is created in QuickFile, this workflow ensures the corresponding deal in HubSpot is updated instantly. This automation streamlines your financial processes and eliminates the need to manually track and update invoices in separate apps, saving you precious time and reducing the likelihood of errors. Stay organized and let your financial operations run seamlessly with this QuickFile to HubSpot workflow.
- When this happens...New Invoice
Triggers when a new invoice, estimate or recurring template is created.
- automatically do this!Update Deal
Update a Deal in HubSpot.
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New Client
Triggers when a new client record is created.
Try ItAmountRequired
DescriptionRequired
Date
Bank Nominal Code
Notes
Client NameRequired
DescriptionRequired
Total AmountRequired
Issue Date
Due Date
Invoice Status
Paid Date
Bank Nominal Code
Currency
Exchange Rate
Notes
Nominal Code
VAT Rate
Note
Additional properties to retrieve
Try It
