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JordanNZ
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Member since ‎Mar 26, 2018
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HazelJohnson on July 24, 2024
HubSpot Invoices - Bulk Updating
The invoices module in HubSpot has been live for almost a year now. I'm working with several HubSpot clients that have a requirement to use the invoices function either natively in HubSpot or via an integration with Xero, NetSuite or QuickBooks. read more
Reply Discussion Recurring Payments Reporting
2 upvotes
3 Replies
JordanNZ
Participant
August 12, 2024
Leaving a message here to get a reminder if there are any updates on this. We are setting up three sales teams in different regions and have integra...read more
Strumdrum on December 16, 2022
Use Invoice Properties in Workflows
In short, I want to be able to use the invoice properties as triggers in a workflow to copy them to another property. HubSpot stores all of my invoices synced over from Quickbooks. But from what I can tell there is no way to work with that data. read more
Reply Idea Workflows
7 upvotes
2 Replies
JordanNZ
Participant
August 12, 2024
I hope this gets some attention. We have integrated Xero and have managed to get workflows triggering based on the status of the invoice but after th...read more
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