You will get automated HubSpot & QuickBooks billing with Make.com| Zapier| N8N| workflow
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Project details
You will get a fully automated billing connection between HubSpot CRM and QuickBooks Online — retainer invoices created on schedule, deliverable-based invoices triggered by deal stage, and payment status synced back to HubSpot automatically.
What is included:
• HubSpot pipeline and property setup to support billing triggers
• Zapier (or make.com or N8N) workflows for automatic retainer invoice creation on a monthly schedule
• Zapier or make.com or N8N) workflows that trigger deliverable-based invoices when a deal or object reaches the right stage in HubSpot
• Invoice status sync back to HubSpot so your team always sees the current payment state
• Testing and documentation so everything is clear and maintainable
This is a practical, production-ready setup — not a demo. Every workflow includes error handling and clean data logic so it keeps running reliably after handover.
Tools: HubSpot CRM, QuickBooks Online, Zapier (or Make.com, or N8N)
What is included:
• HubSpot pipeline and property setup to support billing triggers
• Zapier (or make.com or N8N) workflows for automatic retainer invoice creation on a monthly schedule
• Zapier or make.com or N8N) workflows that trigger deliverable-based invoices when a deal or object reaches the right stage in HubSpot
• Invoice status sync back to HubSpot so your team always sees the current payment state
• Testing and documentation so everything is clear and maintainable
This is a practical, production-ready setup — not a demo. Every workflow includes error handling and clean data logic so it keeps running reliably after handover.
Tools: HubSpot CRM, QuickBooks Online, Zapier (or Make.com, or N8N)
Programming Languages
JavaScriptWhat's included $749
These options are included with the project scope.
$749
- Delivery Time 7 days
- Number of Revisions 2
- Install Script
- Test Script
- Task Automation
Optional add-ons
You can add these on the next page.
Additional Revision
+$49Frequently asked questions
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OV
Olivier V.
Feb 6, 2026
Make project
Great expertise about make.com and other marketing technology, works very structured and precisely
SR
Soledad R.
Nov 7, 2025
HubSpot Sales & Marketing Specialist – CRM Setup, Active Campgain Integrations & Reporting
It was a great pleasure working with Tetiana, she was very collaborative and helping us to build Hubspot from the scratch. I very much recommend to work with her!
PS
Patrick S.
Jul 25, 2025
Gender Assignment Automation Workflow
Tentiana made a very good job
RL
Rebecca L.
May 16, 2025
Build podcast website
Quality work. Project completed successfully. Thank you :)
AB
Alexander B.
May 6, 2025
Integrate Hubspot CRM with our website and systems
Tetiana has been such a gift to work with. She came in to help us integrate our CRM with our website, Stripe, Calendly, and Google Ads—starting with HubSpot and later pivoting to ActiveCampaign—and from day one, she brought clarity, structure, and intention to the project.
She’s the kind of partner who doesn’t just check boxes. She builds thoughtfully, documents thoroughly, and thinks ahead. Her expertise in systems, lead tracking, UTM/GCLID handling, and automation through Zapier was exactly what we needed—and then some.
When roadblocks came up (like Calendly’s limitations with GCLIDs), Tetiana didn’t just flag them—she offered workarounds, explained them clearly, and helped us move forward with confidence. She worked seamlessly with our developer, stayed patient through every tweak, and always brought a solutions-first mindset.
If you’re looking for someone to help level up your CRM, streamline your backend, or untangle a messy tech stack—Tetiana is it. We’re so grateful for her work and hope to collaborate again soon.
She’s the kind of partner who doesn’t just check boxes. She builds thoughtfully, documents thoroughly, and thinks ahead. Her expertise in systems, lead tracking, UTM/GCLID handling, and automation through Zapier was exactly what we needed—and then some.
When roadblocks came up (like Calendly’s limitations with GCLIDs), Tetiana didn’t just flag them—she offered workarounds, explained them clearly, and helped us move forward with confidence. She worked seamlessly with our developer, stayed patient through every tweak, and always brought a solutions-first mindset.
If you’re looking for someone to help level up your CRM, streamline your backend, or untangle a messy tech stack—Tetiana is it. We’re so grateful for her work and hope to collaborate again soon.
About Tetiana
AI Automation| CRM Automation| AI Agents| AI Architect| Make| N8N
100%
Job Success
Lviv, Ukraine - 2:05 pm local time
If you need someone who delivers working automations in production - not just polished demos - you are in the right place.
I design and build integrations using Make (Integromat), N8N, and Zapier - connecting tools, syncing data, and turning repetitive processes into fully automated workflows. Beyond that, I build AI Agents and AI workflows inside Make and N8N using LLM integrations (OpenAI, Claude), RAG pipelines, and MCP tools - so your systems do not just move data, they reason and act.
For CRM, I cover both directions: I set up and configure HubSpot, Pipedrive, and GoHighLevel - building pipelines, automations, and workflows inside the platform. When clients need something more tailored, I build custom CRM systems in Airtable - with relational databases, role-based access, interfaces, and automations - then connect everything to external tools via Make, N8N, or Zapier.
What sets my work apart: every system includes error handling, data validation, retries, fallbacks, and full documentation - built to run long-term without constant fixes.
🚀 What I help with
Integrations with Make, N8N, and Zapier
I build multi-step workflows, API connections, data routing, filtering, two-way syncs, and real-time tracking. I also fix and optimize existing Make and N8N automations that are broken or hard to scale. Need to migrate from Zapier to N8N or Make? I handle that too.
AI Agents and AI Automation
I build custom AI Agents inside Make and N8N using OpenAI, Claude, and other LLM integrations - including RAG pipelines, MCP tools, Agentic AI workflows, AI email assistants, and AI content generation systems. I also build AI image generation and AI video generation pipelines for content teams. AI Automation is the core of every system I deliver - not a feature added on top.
CRM Setup and CRM Automation
I configure HubSpot CRM, Pipedrive CRM, and GoHighLevel CRM - pipelines, lead scoring, follow-up sequences, task automation, and reporting. Then I connect these platforms to your other tools via Make, N8N, or Zapier for end-to-end CRM Automation that means fewer manual steps, cleaner data, and faster follow-ups.
Custom Airtable CRM Builds
When standard CRMs do not fit, I build custom systems in Airtable - relational tables, Airtable interfaces, Airtable Softr portals, role-based permissions, and Airtable inventory management - connected to third-party apps via Make or N8N.
📌 How I work
1. Discovery - your tools, your exact outcome
2. Process map with edge cases and clear ownership
3. Build and test with retries, fallbacks, logging, and alerts
4. Documentation and handover so your team can maintain it
🛠️ Tools I work with
Automation: Make (Integromat), N8N, Zapier - make automation scenarios, N8N workflows, N8N Supabase, N8N RAG pipelines
AI: OpenAI (ChatGPT), Claude, RAG pipelines, MCP tools, Agentic AI, AI image generation, AI video generation, HeyGen, Bannerbird
CRM: HubSpot CRM, Pipedrive CRM, GoHighLevel CRM, Airtable CRM, Airtable database, Airtable Interface, Softr
Forms: Typeform, Jotform, Google Forms, Gravity Forms
Payments: Stripe, QuickBooks Online, Xero, Monobank
Scheduling: Calendly, Google Calendar, Slack, WhatsApp
E-commerce and docs: Shopify, PandaDoc
Tracking: Meta Ads, Facebook Ads API, Google Ads, Google Analytics
APIs: Webhooks, REST API, Google Apps Script
If you have a process that still runs manually - or an automation that keeps breaking - send me a message. I will take a look and tell you exactly how to fix it.
Steps for completing your project
After purchasing the project, send requirements so Tetiana can start the project.
Delivery time starts when Tetiana receives requirements from you.
Tetiana works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Scope Review
Share your HubSpot pipeline structure, QuickBooks setup, and billing logic. I review the current state and confirm the automation plan before building anything
HubSpot Configuration
Set up custom properties, pipeline stages, and deal/object logic in HubSpot to support retainer and deliverable-based billing triggers.