HubSpot Ideas

mfisch

Workflows that trigger based on invoice state

Hey! invoice-based workflows are only half baked.

When can we copy these values to contact and company records?

 

We sync invoices from stripe, but we'd like to see invoice state in the CRM dashboards by using workflows to copy data to contacts or companies associated.

Screenshot 2023-06-28 17.15.42.png

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