I currently have a Xero integration which is pulling in the invoice amount from Xero. Is there any way, via a workflow or cutom mapping that I can have the Invoice amount auto populated into the default ‘Amount’ property in the Deal record, or at least to a custom property somewhere on the deal record that I can then copy to the Amount property.
The invoice section is shown here. I want the ‘Amount Billed’ data to be populated in the amount field.
Hey @mattjohnson068, thank you for posting in our Community!
Are you currently using this integration here? I would recommend creating a custom property on the Deal record where you can store the invoice amount. Let’s call this property something like “Invoice Amount.” for example, and after you can create a workflow that triggers when a new deal is created or when specific criteria are met (e.g., a deal is associated with a certain pipeline or stage).
Have you implemented Pam’s advice? If your current objective differs from the original query in this thread, we kindly suggest initiating a new thread. Please ensure to include all pertinent details, outline the steps you have undertaken thus far, and include any relevant screenshots.
Yes, you can do this using a combination of custom properties and workflows in HubSpot.
First, create a custom property on the Deal object called “Invoice Amount” to store the data from Xero.
Ensure your Xero integration maps the “Amount Billed” field to this custom property during sync.
Next, set up a workflow in HubSpot that triggers when “Invoice Amount” is known or updated.
In the workflow, add an action to copy the value from your custom “Invoice Amount” property to the default “Amount” field on the deal.
Make sure your integration sync timing and workflow enrollment settings align to avoid delays.
This way, every time an invoice syncs, the deal amount updates automatically.
For Hubspot - xero integration, I suggest the cloudify app. It will help me with automatic deal-to-invoice conversion in Xero
