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From a won deal to a tax-cleared NRS e-invoice

A won deal in your CRM makes a QuickBooks invoice. Each new invoice goes to the NRS e-invoicing service.

Time:
20 minutes
Plan:
Pro project. This flow uses a CRM source, a books source and an NRS source. A Free project has one source. A Pro project allows 10.
Status:
Beta
Code:
None
HubSpot BetaZoho CRM BetaQuickBooks Online BetaNRS e-invoicing Beta

Beta: tested against sample payloads, not yet verified on a live account. Creating an invoice and sending it to the NRS writes to your books and the tax service. Try a test company and the NRS sandbox first.

sales.deal.won → quickbooks invoice → billing.invoice.issued → nrs

The problem

Nigerian e-invoicing rules ask large businesses to clear invoices with the tax service. Your team creates each invoice twice: once in the books and once for tax.

What you get

  • A won deal creates the invoice in QuickBooks.
  • Each new invoice is submitted for clearance.
  • The result comes back as tax.einvoice.cleared (with the IRN) or tax.einvoice.rejected.

Steps

  1. 1

    Connect HubSpot, QuickBooks and NRS e-invoicing

    Open your workspace and go to Connections. Find HubSpot, QuickBooks and NRS e-invoicing and click Connect. Sign in to HubSpot and QuickBooks. For the NRS, enter the API details from your access point provider. Hooksnode keeps the keys and tokens encrypted. Members can see that the connection exists, but not its secrets.

  2. 2

    Add the sources

    Add HubSpot (or Zoho CRM) and QuickBooks as sources in your project. Add an NRS e-invoicing source to receive the clearance results. That is three sources. A Free project has one source, so this guide needs a Pro project (up to 10 sources).

  3. 3

    Add the recipe

    Go to Destinations, click Use a recipe and pick "Deal won, then a tax-cleared invoice". Enter the QuickBooks item id, your default HSN or ISIC code, and the NRS source id for results. Click Add recipe.

  4. 4

    Alert on rejections

    Add a Slack action for tax.einvoice.rejected, so someone fixes the invoice the same day.

Tips

  • The API paths can be set per connection if your access point uses different ones.

Set this up now

Create a free account and follow the steps above.

Start free →

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