Invoice Sync: Payment -> Accounting -> CRM
IntermediateAutomatically syncs payment events (Stripe, PayPal, Square) to accounting software (QuickBooks, Xero) and updates CRM deal/order status. Handles invoices, payments, refunds, and revenue recognition.
- Receives form submissions or data via webhook
- Processes or retries payment
- Performs: Sync to Accounting (QuickBooks/Xero)
- Updates the record in your CRM