Use Claude or Codex to turn HubSpot deals into invoice drafts, subscription billing schedules, payment checks, and HubSpot status updates in Sanka.
Last updated: May 21, 2026
This guide shows how to keep HubSpot as the CRM while using Sanka to run billing after a deal is won. Start by asking Claude or Codex to review the HubSpot deal and prepare invoice or subscription billing drafts, then confirm the details before anything is sent or synced back.
Claude/Codex
Review this HubSpot deal and prepare billing drafts in Sanka. Use the company, contact, line items, amount, contract start date, payment terms, and subscription terms. Do not send invoices or update HubSpot yet.
Preparing HubSpot billing draftsI prepared billing drafts from the HubSpot deal. Please review invoice recipients, line items, tax, payment terms, subscription schedule, and sync fields before sending.
Ask for another billing check...
Before you start
Check that you have the following ready.
HubSpot is connected to Sanka
HubSpot companies, contacts, deals, and line items are visible in Sanka
Items, prices, tax rules, payment terms, and billing contacts are prepared
Your team has rules for invoice approval, subscription start dates, payment follow-up, and HubSpot writeback
You have permission to create invoices, subscriptions, payments, and HubSpot sync updates
Ask AI to review the HubSpot deal
Open Claude or Codex, point it to the HubSpot deal, and ask for a billing review first. Keep the first step as a draft so finance can check the customer-facing details.
Sample prompt
/sanka Review this HubSpot deal for billing readiness. Show the company, billing contact, line items, amount, currency, tax, payment terms, subscription period, and any missing fields. Do not create or send anything yet.
Ask the AI to flag:
Missing billing contact, address, or tax fields
Line item, quantity, price, discount, or currency mismatches
Whether the deal should create a one-time invoice, subscription, usage billing schedule, or milestone billing
Approval requirements before invoice sending
HubSpot fields that should receive invoice or payment status
Create billing drafts
After the review is clean, ask AI to prepare the Sanka records. For one-time billing, create invoice drafts. For recurring or usage billing, prepare the subscription or billing schedule first.
Sample prompt
/sanka Create billing drafts from this HubSpot deal. Prepare invoice or subscription records in Sanka, show every line item and billing date, and keep them in draft status for review.
Check the draft before sending:
Invoice recipient, billing contact, and customer name
Item names, quantities, unit prices, discounts, and tax
Due date, payment method, and billing schedule
Subscription start date, renewal date, proration, and usage rules
Links back to the HubSpot company and deal
Send, collect, and sync status
When the billing draft is approved, send the invoice or activate the subscription according to your team policy. Then use Sanka to track sent, paid, partially paid, overdue, reconciled, and needs-review states.
Sample prompt
/sanka Show the HubSpot fields that will be updated after this invoice is sent and after payment is confirmed. Do not sync yet; list the fields and proposed values for review.
Sync back only after the finance owner confirms the values. Common HubSpot writebacks include invoice URL, billing status, payment status, next invoice date, and open balance.
Checkpoints
Use Sanka logs and tables to review AI-prepared billing drafts, approvals, invoice sending, payment checks, and HubSpot writeback.
Search Sanka...
Review HubSpot billing activity
Logs
Search logsAll actionsAll dates
ID / ActionDateTarget / ItemChangeActor
4HubSpot status prepared2026/05/12 16:10Acme renewal / HubSpot dealPrepared invoice status writeback for reviewClaude / Codex
