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.