A paid invoice moves the deal in your CRM

As soon as an invoice is paid, the scenario finds the deal by number, marks it 'paid', and tells the team; edge cases are flagged too.

  • The deal updates itself after payment
  • Deal found by the invoice number
  • The team hears about payment at once
  • Edge cases flagged for review
Set it upScriptera

How it works

To connect Invoice Ninja and HubSpot, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: When Invoice Paid
  2. Check: If no PO Number
  3. If yes: Send no PO Message
  4. If no: Find Deal based on PO Number
  5. Check: If no deal found for PO
  6. If yes: Send Deal not found message
  7. If no: Update Deal to Paid
  8. Then: Send invoice paid message

You can launch this Invoice Ninja + HubSpot integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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