Sales closes a deal in CRM, invoice should auto-create in accounting

CRM-to-accounting is a popular flow but not trivial: match contacts, get VAT right, and on correction in CRM also update or credit-note the invoice.

Try this first

1. 1Trigger on deal status 'won' in CRM (HubSpot, Pipedrive, Teamleader). Read customer id, deal amount, products, billing address.
2. 2Match customer by VAT number or email in accounting (Moneybird, e-Boekhouden, Exact). If absent, create with correct tax status.
3. 3Generate invoice as draft (not auto-sent), so finance does a final check. Numbering done by accounting system itself, don't override.
4. 4On change in CRM (amount, customer) after first sync: don't auto-overwrite, that creates drift. Notify finance to update manually.
5. 5Close the loop: on paid in accounting, push status back to CRM (deal: paid). Sales sees cash flow without bothering finance.

None of the above fits?

Describe your situation below. We pass your input plus the steps you already saw to our AI and return tailored next-step advice. If it's too risky to DIY, we'll say so.