Integrate HubSpot CRM with InvoiceXpress
Send information between HubSpot CRM and InvoiceXpress automatically, without writing any code, using Zoho Flow.
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Prepare an estimate in InvoiceXpress for new deals created in your HubSpot CRM
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will create an estimate in your InvoiceXpress when a new deal is created in HubSpot CRM.
How it works
- The flow triggers when a new deal is created in HubSpot CRM.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Prepare an estimate in InvoiceXpress for new deals created in your HubSpot CRM
HubSpot CRM + InvoiceXpress
Create an invoice in InvoiceXpress for the latest closed deals in HubSpot CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in InvoiceXpress whenever a deal is closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new invoice, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
Create an invoice in InvoiceXpress for the latest closed deals in HubSpot CRM
HubSpot CRM + InvoiceXpress
Build your own integrations between HubSpot CRM and InvoiceXpress
Connect HubSpot CRM and InvoiceXpress with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate HubSpot CRM and InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement is created
Contact updated
Triggers when the details of an existing contact are updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Client added
Triggers when a new client is added
Purchase order added
Triggers when a new purchase order is added
Item added
Triggers when a new item is added
Invoice created
Triggers when a new invoice is created
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create engagement
Creates a new engagement
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create task
Creates a new task
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of the contact associated with the specified email
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Update company
Updates the details of an existing company
Fetch contact
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 campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch deal
Fetches the details of an existing deal by ID
Create client
Creates a new client
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
Create estimate
Creates a new quote, proforma or fees note.
Create item
Creates a new item
Create purchase order
Creates a new purchase order
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
