- 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:
Xero
Salesforce
Webhooks by Zapier
Moneybird
Notion
QuickBooks Online
HubSpot
Formatter by Zapier
Harvest
Filter by Zapier
Airtable
Copper
Knack
- Update financial records in Salesforce when Xero invoice status changes
- Update invoice status in CRM when Xero sales invoice changes
Update invoice status in CRM when Xero sales invoice changes
- Update Notion database with new Moneybird sales invoice details
Update Notion database with new Moneybird sales invoice details
- Update deal stage in HubSpot when new invoice is created in QuickBooks Online
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 Salesforce contact records with new invoice data from Knack
Update Salesforce contact records with new invoice data from Knack