This workflow automatically updates HubSpot deals when a Stripe invoice is paid and instantly notifies your team in Slack. It ensures financial transactions are properly matched with purchase orders (POs), keeps HubSpot CRM updated with payment status, and alerts your accounts team about payments that need review.
Perfect for finance, sales, and operations teams who want seamless payment tracking, CRM updates, and team visibility in one automation.
Features
- Stripe Trigger → Monitors successful invoice payments in real-time.
- PO Validation → Checks if the payment includes a valid Purchase Order number.
- HubSpot Integration →
- Searches for deals based on PO number.
- Updates deal status to “Paid” when matched.
- Slack Notifications →
- Notifies the team of successful payments with invoice details.
- Alerts if a PO number is missing.
- Warns if no corresponding deal is found.
- Error Handling → Ensures the team knows when payments can’t be linked to deals.
