Update Deals based on Invoice Status

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hey guys,

We use Stripe sync to sync invoices between Stripe and HubSpot. It works well, but we also need to indicate this data in Deals to have proper analytics.

While creating deals when a new invoice is added is straight forward, I can’t find an option to update associated deals when the invoice status is changed.

For example, a new Invoice is added by Stripe. It has a “Draft” status. A deal is created and associated to this invoice, for example in a Deal Stage “Draft”. But when this invoice status is changed to “Paid”, we also require the Associated Deal to move to Closed Won Stage. There are 4 Invoice statuses, so we also need an option to re-enroll the invoice record to the same workflow if a status is changed again.

I would appreciate to know your thoughts.

2

Hey @tverdokhlib1,

There could be few different ways to solve this. Custom coded actions can definetelly solve it within an Invoice workflow, if you have them available on the HubSpot plan.

Another way (if you have 1 invoice associated to 1 deal) would be with a property sync and a second Deal workflow. Example Deal property:

Sync.png
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This way the “Invoice Status” will always be updated from the Invoice to the Deal and you can use the Deal Property “Associated Invoice Status” is known as a trigger for deal re-enrollment.

Hope that helps.