Won deal to invoice
When a deal is marked won in ClickUp, a Stripe invoice is created, finalised and sent.
What it does
Marking a deal as won in your CRM is the only step. The automation fetches the deal, creates the customer's invoice item and invoice in Stripe and finalises it.
Trigger
A deal moves to won in ClickUp.
Steps
- ClickUp sends a webhook when the status changes.
- The deal details are fetched from ClickUp.
- The customer is set up in Stripe.
- An invoice item and invoice are created.
- The invoice is finalised in Stripe.
Tools
- n8n
- ClickUp
- Stripe
Who it suits
Service businesses that invoice through Stripe and want no gap between winning work and billing for it.
Want this set up for your business?
It starts with the £450 Payback Check: one process timed and scored, a written report and a fixed quote.
Get your score
£450 Payback Check. Credited if you book a build within 30 days.