Background: Hi. I am using the free version of HubSpot CRM. The “Deal” record has all of the client’s information required in an invoice. (In other words, I do not need to pull any data from an associated Contact record or associated Company record.) My trigger in HubSpot CRM works as it is supposed to.
Goal: However, I want to use Make to automatically send an invoice based on the HubSpot Deal fields. I am only looking for free options to do this. (Bank transfer fees are ok but I’m not looking for any monthly membership fees.)
Problems: This has proven far more difficult than I anticipated.
I tried to integrate Stripe, using “Create an Invoice” but it requires inserting the Customer ID. That’s a big problem because the customer I invoice is not always an existing customer.
I tried using Zoho Writer, but my merge templates never show up in the Make dropdown menu.
Thanks for any info.
Edit: I have the $6/month version of Google Workspace. I think this is probably possible in Make with 1 or 2 Google Docs modules and a Gmail module. I’m just not sure what the details are.
Have a trigger with the “Watch module” on Hubspot which watches for new deals in a specific matter. Let’s say you put it on “won” then you filter on this and trigger
In Google docs, create a template by using variables inside {{ }}
Then in Make, use the Google Docs module and use “Create from template”. This allows you to fill in any kind of date within the variables you made earlier
Use the Google Drive module to export the file you just created to PDF. Not sure, this option could be in “advanced” settings
Then use Gmail to send the PDF to the client
Hope this helps you! Please share screenshots of your scenario in case you get stuck
~Bjorn
Thanks. I’m not sure how to do Step 4 (the export). I did a test template and populated it successfully. That part is ok. I already used Gmail to send a regular email before. However, getting a PDF as an attachment automatically is a mystery to me.
