HubSpot + Wave

Update deals in HubSpot when new invoices arrive in Wave

Generate a new invoice in Wave and instantly actuate an update for the corresponding deal in HubSpot. This automation ensures your bookkeeping and sales systems are perfectly aligned. Simplify your invoice management while keeping your sales pipeline updated; a desirable solution for organizations valuing precise financial and sales records.

Generate a new invoice in Wave and instantly actuate an update for the corresponding deal in HubSpot. This automation ensures your bookkeeping and sales systems are perfectly aligned. Simplify your invoice management while keeping your sales pipeline updated; a desirable solution for organizations valuing precise financial and sales records.

  1. When this happens...
    WaveWave
    New Invoice

    Triggers when a new invoice is created.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Update Deal

    Update a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BusinessRequired

    Trigger
    Scheduled
    Try It
    • BusinessRequired

    • Customer or Company NameRequired

    • Account Number

    • Currency

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Toll Free Number

    • Mobile Number

    • Fax Number

    • Website

    • Address1

    • Address2

    • City

    • Country

    • Postal Code

    • Shipping Contact

    • Shipping Delivery Instructions

    • Shipping Phone Number

    • Shipping Address1

    • Shipping Address2

    • Shipping City

    • Shipping Country

    • Shipping Postal Code

    Action
    Write
    • BusinessRequired

    • NameRequired

    • Description

    • PriceRequired

    Action
    Write
    • BusinessRequired

    • EmailRequired

    Action
    Search
    • BusinessRequired

    Trigger
    Scheduled
    Try It
    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • Item Quantity

    • Item Taxes

    • Invoice Currency

    • Invoice Date

    • Invoice Number

    • Invoice Title

    • Status

    • Subhead

    • Footer

    • Additional Notes

    • SO or PO Number

    • Due Date

    • Exchange Rate

    • Disable Credit Card Payments?

    • Amount Title

    • Item Title

    • Price Title

    • Quantity Title

    • Hide Amount?

    • Hide Description?

    • Hide Item?

    • Hide Price?

    • Hide Quantity?

    Action
    Write
    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write
    • BusinessRequired

    • NameRequired

    Action
    Search
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hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

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wave logo
wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Learn more

Related categories

  • Accounting

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