As a background we are a professional services company that extensively uses the enterprise edition of HubSpot to manage the provision of its services using workflows and custom objects.

I have created an invoicing function via automatically generating invoices from other custom objects under requisite conditions using workflows.

We generate invoices through QuickBooks , I would like to generate the QuickBooks invoices automatically, at the moment the process is manual.

I would also like to have daily refreshes of payment data from QuickBooks (I.e. for any payment data occuring in the prior 24 hours to be sent to HS with the necessary JSON to update the outstanding balance on the invoice in HubSpot (which would obviously be contained in a custom field).

Posted On: July 28, 2024 02:17 UTC
Category: Back-End Development
Skills:Python, API, API Integration, Node.js, HubSpot

Country: United Kingdom

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