Integrate HubSpot CRM with Invoice Ninja
Send information between HubSpot CRM and Invoice Ninja automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Invoice Ninja for recently won deals in HubSpot CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in Invoice Ninja each time a deal is won in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice in Invoice Ninja.
Create an invoice in Invoice Ninja for recently won deals in HubSpot CRM
HubSpot CRM + Invoice Ninja
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Supported triggers and actions
Integrate HubSpot CRM and Invoice Ninja using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement is created
Task created
Triggers when a new task is created
Company updated
Triggers when the details of an existing company are updated
Invoice added
Trigger when a new invoice is added
Quote added
Trigger when a new quote is added
Client added
Trigger when a new client is added
Payment added
Trigger when a new payment is added
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create ticket
Creates a new ticket
Create contact
Creates a new contact
Create deal
Creates a new deal
Create company
Creates a new company
Create engagement
Creates a new engagement
Update contact - By email
Updates the details of the contact associated with the specified email
Associate CRM entities
Associates two existing CRM entities
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update company
Updates the details of an existing company
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Fetch deal
Fetches the details of an existing deal by ID
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
Send invoice
Sends an existing invoice to a client via email
Create product
Creates a new product
Create payment
Creates a new payment
Create invoice
Creates a new invoice
Create client
Creates a new client
Create expense
Creates a new expense
Create task
Creates a new task
Fetch client by ID
Fetches the details of an existing client record by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch product by key
Fetches the details of an existing product by key
Fetch expense category by ID
Fetches an existing expense category by ID
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch client by name
Fetches the details of an existing client record by name
Fetch expense category by name
Fetches an existing expense category by name
Fetch vendor by name
Fetches the details of an existing vendor by name
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.
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What is Invoice Ninja?
Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
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