Integrate HubSpot CRM with Saasu

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Create an invoice in Saasu for newly acquired deals in HubSpot CRM

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Saasu each time 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 with item layout and inventory items in Saasu.
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Create an invoice in Saasu for newly acquired deals in HubSpot CRM

HubSpot CRM + Saasu

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Supported triggers and actions

Integrate HubSpot CRM and Saasu using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when the details of an existing contact are updated

Company created

Triggers when a new company is created

Deal updated

Triggers when a deal is updated

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact is created

Engagement created

Triggers when a new engagement is created

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Company updated

Triggers when the details of an existing company are updated

New contact

Triggers when a new contact is created

New item

Triggers when a new item is created

New company

Triggers when a new company is created

New invoice

Triggers when a new invoice is created

New activity

Triggers when a new activity is created

New purchase order

Triggers when a new purchase order is created

Contact updated

Triggers when the details of an existing contact are updated

All Actions - Actions are the automated tasks

Create engagement

Creates a new engagement

Create task

Creates a new task

Create contact

Creates a new contact

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create company

Creates a new company

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

Update contact - By email

Updates the details of the contact associated with the specified email

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 deal

Fetches the details of an existing deal by ID

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

Create activity

Creates a new activity

Create service invoice

Creates a new invoice with service layout

Create item invoice

Creates a new invoice with item layout and inventory items

Create account

Creates a new account

Create contact

Creates a new contact

Create company

Creates a new company

Create item

Creates a new item

Create inventory adjustment

Creates a new inventory adjustmemt

Create journal

Creates a new journal

Update journal

Updates the details of an existing journal

Fetch contact

Fetches details of the selected contact

Update contact

Updates details of the selected contact

Update company

Updates the details of an existing company

Update account

Updates the details of an existing account

Update activity

Updates the details of an existing activity

Update inventory adjustment

Updates the details of an existing inventory adjustment

Fetch contact - By email address or name

Fetches the details of a contact by email address, first name, or last name

Fetch Invoice

Fetches details of the selected invoice

Search invoice

Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.

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 Popular

What is Saasu?

Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.

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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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