Integrate HubSpot CRM with Invoiced

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Generate an invoice in Invoiced for newly closed deals in HubSpot CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Invoiced whenever a deal is closed in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new invoice in Invoiced.
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Generate an invoice in Invoiced for newly closed deals in HubSpot CRM

HubSpot CRM + Invoiced

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Supported triggers and actions

Integrate HubSpot CRM and Invoiced using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Contact created

Triggers when a new contact is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Deal created

Triggers when a new deal is created

Email created

Triggers when a new email is created

Meeting created

Triggers when a new meeting is created

New invoice

Triggers when a new invoice is created

Invoice paid

Triggers when an invoice is paid in full

New customer

Triggers when a new customer is created

New subscription

Triggers when a new subscription is created

Subscription canceled

Triggers when a subscription is canceled

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create company

Creates a new company

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create task

Creates a new task

Create email

Creates a new email

Create meeting

Creates a new meeting

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update contact - By email

Updates the details of an existing contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Update deal

Updates the details of an existing deal using its ID

Update company

Updates the details of an existing company by ID

Create or update contact

Creates a new contact or updates the details of an existing contact

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch ticket pipeline - By name

Fetches the details of the existing pipeline of the ticket by name

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Fetch customer

Fetches an existing customer by the selected filter

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM

What is Invoiced?

Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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