Associating Invoices with Deals in HubSpot via Zapier

Hey HubSpot & Zapier experts! :waving_hand:

I’m looking for a way to automatically associate invoices with deals when the contact linked to the invoice already has an associated deal, since Quickbooks integration only sync invoices to contacts and not to deals.

So I’m trying to achieve that with Zapier now but can’t seem to find a trigger “New Invoice Created” - I need to find a way to detect new invoices and link them to the correct deal automatically.

Will appreciate your support since haven’t find any documentation on it.

Hi @CDeMares :sun_with_face: I hope that you are doing well!
Thanks for asking the HubSpot Community!
I have found similar threads that might help you!
- The solution from @kkotarba on this post “How to associate automatically a quickbooks invoice to a deal hubspot?
- The solution from @aviafriat26 on this post “Workflow Custom Code to Associate an Invoice Record to a Deal Record
And please @CDeMares, let me know if there is anything else I can help with. I’ll be delighted to do so! :heart:
Best,
Bérangère

Hi @BérangèreL - thanks for your response!

I in fact also found those posts but it wont apply to me because we don’t have ops hub and it won’t allow me to add custom code in workflows that’s why I’m trying to achieve it through Zapier.

Hi @CDeMares,

I recommend using Webhooks by Zapier with a standalone HubSpot private app.

  1. In Zapier, select Webhooks by Zapier → Catch Hook to generate the webhook URL.
  2. In HubSpot, open the private app’s Webhooks settings, add the Zapier URL as the target URL, and create a subscription for Invoice → Created. In the newer generic webhook configuration, this corresponds to the invoice object and the object.creation event.
  3. In the remaining Zap steps, retrieve the invoice’s associated contact, find that contact’s associated deal(s), apply your deal-selection rule, and create the invoice-to-deal association.

Also account for webhook batches, duplicate notifications, and events arriving out of order.

Let me know if you come across any issues.

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help organizations use HubSpot and Zapier.

Moderator Note: this post was reviewed for relevancy and optimized for clarity on August 31, 2026. Thank you for your contributions to the HubSpot Community!

@RSchweighart this is amazing! thanks!!

Just one quick question:

When creating the webhook in Zapier I get to this part and I’m not sure what to put in there:

Hi @CDeMares, thank you for the kind words.

You can leave that blank. There’s a little more information about picking off a child key in this Zapier help article: https://help.zapier.com/hc/en-us/articles/8496288690317-Trigger-Zaps-from-webhooks#h_01HBGES5DWWMPDJPE0JN5SH5Y3:~:text=Pick%20Off%20A%20Child%20Key

All the Best,

Ryan Schweighart

Hi @CDeMares

I hear you on this.

A custom solution is possible as @RSchweighart mentioned: create a HubSpot private app with a webhook subscription for invoice creation, forward the event to Zapier via Webhooks by Zapier, then use the invoice’s associated contact to identify the relevant deal and call HubSpot’s CRM Associations API to associate the invoice with that deal. HubSpot supports invoice-to-deal associations; the current association type is Invoice to deal, type ID 175.
HubSpot webhook documentation · HubSpot Associations API · Zapier webhooks

The webhook subscription should use HubSpot’s generic object.creation event for the invoice object, rather than invoice.creation. You’ll also need logic for cases where a contact has multiple associated deals, for example, selecting the open or most recently updated deal instead of assuming there is only one.

If QuickBooks Online does not provide a suitable invoice trigger in your Zapier account, another option is to use QuickBooks polling or an external webhook/polling service. The exact triggers available can vary by Zapier’s current QuickBooks integration and account plan, so that specific limitation should be confirmed in the Zapier editor.

This is technically feasible, but it requires custom plumbing and careful handling of duplicate events, missing contacts, and contacts associated with multiple deals.

Happy to share how we’d set that up if useful.

Hope this clears things up a bit!

Moderator Note: this post was reviewed for relevancy and optimized for clarity on August 31, 2026. Thank you for your contributions to the HubSpot Community!