Associating Invoices with Deals in HubSpot via Zapier

[CDeMares]

Hey HubSpot & Zapier experts! 👋

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. 

[RSchweighart · Accepted solution]

Hi @CDeMares, 

I recommend creating a private app and setting up a webhook.

Create a webhook trigger step in Zapier to get a webhook URL to point to in your private app.

Then, create a subscription in your private app for when an invoice is created.

From there, you can build the rest of your zap with any filtering, etc.

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. 

[CDeMares]

@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: 

[RSchweighart]

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_01HBGES5DWWMPDJ...

All the Best,

Ryan Schweighart

[BérangèreL]

Hi @CDeMares 🌞 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! ❤️

Best,
Bérangère

[CDeMares]

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.