Create Kleer Invoice
Creates a new invoice in Kleer from the enrolled deal in a HubSpot workflow.
Workflow Type
Deal-based — This action is available in deal workflows.
Prerequisites
- The deal must be associated with a company that already has a
kleer_id(the company must exist as a client in Kleer) - If the company doesn't have a Kleer client ID, the action will fail
Input Fields
All fields are optional. Many invoice fields (like address) will default from the associated Kleer client if not provided.
| Field | Type | Description |
|---|---|---|
| Invoice Date | Text | Invoice date in YYYY-MM-DD format |
| Currency | Text | Currency code — see values below |
| Delivery Type | Text | How the invoice is delivered — see values below |
| Invoice Address Line 1 | Text | Invoice address line 1 |
| Invoice Address Line 2 | Text | Invoice address line 2 |
| Zip Code | Text | Invoice address postal code |
| State | Text | Invoice address state/region |
| Country | Text | Invoice address country |
| PO Number | Text | Purchase order number |
| Your Reference | Text | Customer's reference for the invoice |
Accepted Values
Currency
SEK, EUR, USD, NOK, DKK, GBP (or any currency code supported by your Kleer account)
Delivery Type
Mail, Email, Manually, Svefaktura
Behavior
- The action reads the enrolled deal and its associated company from HubSpot
- The company's
kleer_idis used to associate the invoice with the correct Kleer client - A new invoice is created in Kleer with the provided field values
- The new Kleer invoice ID is written back to the
kleer_invoice_idproperty on the HubSpot deal - If
kleer_invoice_idis already set on the deal, the action is skipped (idempotent) - The new invoice is immediately synced back to HubSpot — no wait for the next scheduled sync
Tips
- Leave address fields empty to have Kleer use the client's default address
- Use data tokens to pull the PO number or reference from deal properties