Pull posted invoices
Every 15 minutes, the flow reads new sales invoices with lines and customer data from Dynamics 365 Business Central.
About this template
What This Workflow Does
Sales and success teams in HubSpot cannot see what finance billed in Dynamics 365 Business Central without asking. Every 15 minutes, this template pulls newly posted sales invoices, finds or creates the HubSpot company by a linked ID, creates or updates the HubSpot invoice, adds the amount to the company balance and emails the customer from HubSpot.
Key benefits
- Invoices visible in CRM — Business Central invoice amounts, currency and due dates appear in HubSpot.
- No duplicate records — Existing companies and invoices are updated, not recreated.
- Running balance — The overdue balance on the HubSpot company updates with each invoice.
- Customer email included — HubSpot emails the customer the invoice, due date and total balance.
Inside the flow
How the template works
Every 15 minutes, the flow reads newly posted sales invoices from Dynamics 365 Business Central and matches the company in HubSpot by a linked ID. It creates or updates the company and invoice, updates the overdue balance and sends a HubSpot email.
Find or create the company
HubSpot is searched by the linked ID; a new company is created if none matches.
Create or update the invoice
If the invoice exists in HubSpot it is updated, otherwise a new invoice is created with amount, currency and due date.
Update the company balance
The new invoice amount is added to the overdue balance on the HubSpot company.
Email the customer
HubSpot sends the customer an email with invoice details, due date and total outstanding balance.
Business Benefits
Give front office teams the same billing picture finance sees.
01
No manual CRM updates
HubSpot companies and invoices update from Business Central data.
02
Current balances in HubSpot
Sales and success see the overdue balance on the company record.
03
Faster invoice notice
Customers are emailed soon after the invoice is posted.
04
Clean CRM data
The create or update check prevents duplicate companies and invoices.
05
Shared numbers across teams
Sales and finance work from the same amounts, currency and due dates.
01
No manual CRM updates
HubSpot companies and invoices update from Business Central data.
02
Current balances in HubSpot
Sales and success see the overdue balance on the company record.
03
Faster invoice notice
Customers are emailed soon after the invoice is posted.
04
Clean CRM data
The create or update check prevents duplicate companies and invoices.
05
Shared numbers across teams
Sales and finance work from the same amounts, currency and due dates.
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Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does business central invoice sync to hubspot work?
Every 15 minutes, posted Dynamics 365 Business Central invoices are matched to HubSpot companies, created or updated as HubSpot invoices and emailed to the customer.
How are records matched?
Does it sync payments back?
How is the balance calculated?
What needs to be in place before it runs?
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Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
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Niagara Warenhandels GmbH
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Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
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CEO, Designer Boys
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Columb McCluskey
Sales Director, Trimwel
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Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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