- Invoice Automation
- Invoice Management
- Sync invoices across systems
Update financial records and statuses in accounting and crm systems
Automate the synchronization of invoice and payment data between your accounting and CRM platforms to ensure both systems always reflect the latest financial status. Eliminate manual data entry by instantly updating invoice statuses, payments received, and deal records across your tools. Gain real-time visibility into cash flow, reduce errors, and keep your sales and finance teams aligned.
Filter by common apps:
QuickBooks Online
HubSpot
Salesforce
Formatter by Zapier
Harvest
Filter by Zapier
Airtable
Copper
Webhooks by Zapier
Xero
NetHunt CRM
ServiceTrade
Knack
- Update deal stage in HubSpot when new invoice is created in QuickBooks Online
- Update invoice in QuickBooks Online when opportunity changes in Salesforce
Update invoice in QuickBooks Online when opportunity changes in Salesforce
- Update Salesforce invoice record when Harvest invoice is modified
Update Salesforce invoice record when Harvest invoice is modified
- Update opportunity in Copper when new or updated invoice in Airtable
Update opportunity in Copper when new or updated invoice in Airtable
- Update invoice status and details in HubSpot when payment is received via Webhooks
Update invoice status and details in HubSpot when payment is received via Webhooks
- Update invoice status in NetHunt CRM when Xero payment is received
Update invoice status in NetHunt CRM when Xero payment is received
- Create or update customer records in QuickBooks Online from new invoices in ServiceTrade
Create or update customer records in QuickBooks Online from new invoices in ServiceTrade
- Update Salesforce contact records with new invoice data from Knack
Update Salesforce contact records with new invoice data from Knack
- Create and update financial documents in Salesforce from QuickBooks Online when an invoice is paid
Create and update financial documents in Salesforce from QuickBooks Online when an invoice is paid
