Turn closed deals into client invoices
When a deal is marked won in HubSpot, automatically create an invoice in QuickBooks Online so billing can start without delay.
See all HubSpot + QuickBooks Online integrations or talk to a human
Opens Claude with Knit filled in: click Continue. Claude web and desktop share one connector list. Or paste this link in Settings > Connectors > Add custom connector.
curl -fsSL https://raw.githubusercontent.com/knitapi/knit-plugin/main/plugins/knit/skills/knit/scripts/install.sh | bash -s -- --agents claude
Run in your own terminal, then restart Claude Code. Adds the server, the Knit skill and a CLAUDE.md note.
Turn on developer mode, then create a connector named Knit with this link and No Auth.
curl -fsSL https://raw.githubusercontent.com/knitapi/knit-plugin/main/plugins/knit/skills/knit/scripts/install.sh | bash -s -- --agents codex
Run in your own terminal (not through Codex), then start a new Codex session.
curl -fsSL https://raw.githubusercontent.com/knitapi/knit-plugin/main/plugins/knit/skills/knit/scripts/install.sh | bash -s -- --agents antigravity
Run in your own terminal, then reload MCP servers (/mcp in the CLI, refresh in the IDE).
curl -fsSL https://raw.githubusercontent.com/knitapi/knit-plugin/main/plugins/knit/skills/knit/scripts/install.sh | bash -s -- --agents cursor
Run in your own terminal, restart Cursor, then paste the note it prints into User Rules.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
HubSpot Explore HubSpot →
TriggersFires when a new contact or lead is added to HubSpot.
Fires when a field on a contact changes in HubSpot.
Fires when a deal, case or record moves to a new stage in HubSpot.
Fires when a deal is marked won in HubSpot.
Creates or updates a contact in HubSpot.
Creates a new deal in HubSpot.
Moves a deal or record to a new stage in HubSpot.
Logs a call, email, or note against a record in HubSpot.
QuickBooks Online Explore QuickBooks Online →
TriggersFires when a new invoice is created in QuickBooks Online.
Fires when a payment is recorded in QuickBooks Online.
Fires when an invoice in QuickBooks Online passes its due date unpaid.
Fires when a new expense is recorded in QuickBooks Online.
Creates a new invoice in QuickBooks Online.
Records a payment against an invoice in QuickBooks Online.
Creates a new expense entry in QuickBooks Online.
Syncs a customer's billing record in QuickBooks Online.
More HubSpot + QuickBooks Online workflows
Update deal status when payments arrive
When a payment is received in QuickBooks Online, automatically update the deal stage in HubSpot to keep sales reps informed of account standing.
See details
Sync client records between systems
When contact details are updated in HubSpot, automatically sync the customer record in QuickBooks Online to maintain clean billing profiles.
See details
See all HubSpot + QuickBooks Online integrations → · Browse the full workflow library →
Common questions
Can Knit build “Turn closed deals into client invoices” between HubSpot and QuickBooks Online?
Yes — describe it in the box above and Knit's Integrations Agent researches HubSpot and QuickBooks Online's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking QuickBooks Online and HubSpot streamline the sales-to-finance handoff?
Closing a deal in HubSpot can instantly create an invoice in QuickBooks Online, eliminating manual keying and speeding up revenue collection.
Can payment notifications in QuickBooks Online update deal stages in HubSpot?
Yes, when a customer settles an invoice in QuickBooks Online, the corresponding deal stage in HubSpot can automatically update to reflect a completed transaction.