Integration
Automate with QuickBooks
QuickBooks is your financial source of truth. NVS connects it to your CRM, e-commerce platform, and payment processors — creating invoices, recording payments, and chasing overdue accounts automatically.
Use Cases
When a HubSpot deal moves to Closed Won, a QuickBooks invoice is automatically created with the deal value, line items, and client details, and sent to the customer.
Trigger
Deal Won
hubspot.trigger
Fires when a HubSpot deal stage moves to Closed Won.
Fetch Deal + Contact Data
hubspot.deal
Deal value, line items, and client contact fetched from HubSpot.
Create QuickBooks Invoice
quickbooks.invoice
Invoice created with all deal data and sent to the customer email.
Output
Log in HubSpot
hubspot.update
Invoice ID and amount recorded in the HubSpot deal notes.
Every day, QuickBooks invoices past their due date are pulled, and each client receives an automated reminder email with the outstanding amount and a payment link.
Trigger
Daily 9am
schedule.cron
Daily overdue invoice check runs every morning.
Get Overdue Invoices
quickbooks.invoices
Invoices with due_date in the past and status=unpaid fetched.
IF
Any overdue?
nvs.condition
Checks whether overdue invoices exist.
NO
Output
Done
nvs.end
No overdue invoices. Workflow ends silently.
YES
Loop
Each Invoice
nvs.loop
Iterates over every overdue invoice.
Output
Send Reminder Email
gmail.send
Personalized reminder sent: invoice number, amount, days overdue, and pay link.
When a Stripe charge succeeds, the corresponding QuickBooks invoice is automatically found by amount and marked as paid, keeping your books reconciled in real time.
Trigger
Stripe Charge Succeeded
stripe.trigger
Fires when any Stripe payment is confirmed.
Match Invoice by Amount
quickbooks.invoices
Open QuickBooks invoices queried by customer email and amount.
IF
Invoice Match Found?
nvs.condition
Checks whether a matching unpaid invoice exists.
NO
Output
Log Unmatched Payment
google.sheets
Stripe payment logged in a reconciliation sheet for manual review.
YES
Output
Mark Invoice Paid
quickbooks.invoice
Invoice marked paid. Payment date and Stripe charge ID recorded.
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