HubSpot + Xero

Create bills in Xero for updated deal stages in HubSpot

Stay on top of your financial management with this streamlined workflow. When a deal stage is updated in HubSpot, a corresponding bill is immediately created in Xero. This automation ensures your billing records mirror your sales progress, fostering a synchronized and well-documented fiscal control.

Stay on top of your financial management with this streamlined workflow. When a deal stage is updated in HubSpot, a corresponding bill is immediately created in Xero. This automation ensures your billing records mirror your sales progress, fostering a synchronized and well-documented fiscal control.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Bill

    Creates a new bill (Accounts Payable).

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Property NameRequired

    Trigger
    Instant
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Event Type

    Trigger
    Scheduled
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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