Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

I am trying to do my first zap ... and I have the steps but I need some guidance on.the steps in Zapier. I need about 15 minutes of someones time. I could not get through to zapier customer service. 

Hi there @Bikerbrad,

Welcome to the Community! 🎉

Just to ensure that I understand what you're trying to accomplish, could you elaborate a little? What is your end goal with this Zap? Would you be able to outline it step-by-step?

If you can phrase it in the “When A happens in Service X, B should happen in Service Y” format, that’ll help me make sure I give you the best suggestion possible, so thank you in advance!

I want to ensure we're on the same page so I can point you in the right direction!

I'll be keeping an eye out for your response!

Hi Ken , thanks for the response. To answer your question. My client sells 'classes' and when the class is complate in Hubspot we want to send a zap to QB to create and send an invoice to the client.

I watched a video and actually copied the steps down but I need some guidance in creating the zap.

@Bikerbrad I think this should help - for the hubspot “class is complete” i assume its an updated deal stage? If so, you can use that as a trigger.

https://zapier.com/apps/hubspot/integrations/quickbooks/1358711/create-invoices-in-quickbooks-online-for-updated-deal-stages-in-hubspot 

Hi @Bikerbrad,

+1 to what @fiona819 mentioned that you might need to use the “Updated Deal Stage” trigger followed by the “Create Invoice” action for your Zap workflow. Here’s how the Zap setup will look like:

  1. Trigger: HubSpot - Updated Deal Stage
  2. Action: QuickBooks Online - Create Invoice

Hopefully, this helps!

Terms & Conditions