Win a deal in HubSpot → get a fully built Asana project + invoice automatically created and sent in Xero. Zero copy-paste. Zero forgotten tasks. Ever.
★★★★★ 4.9/5 from 142 agency owners
Trusted by 200+ agencies across the US, UK, Australia & New Zealand
Automate fragmented workflows across CRM, project management, and accounting — so your team spends less time updating systems and more time driving revenue.
Estimated and roughly Cost Savings
Businesses saveand could be more
Estimated savings based on internal workflow benchmarks for small to mid-size agencies replacing manual data entry.
Reduction in manual errors
Faster project delivery
Team productivity increase
ROI within first year
Every HubSpot deal is costing you 5–12 hours of manual work.
Turn manual effort into **instant, reliable automation.**
Pay per deal. Get 6 automated steps that transform how your agency works.
HubSpot CRM
Deal creation & qualification with instant Slack alerts to sales team
Xero Accounting
Contract sent → auto-invoice creation with Slack notification to finance team
Asana/Monday.com
Auto-project creation with Slack channel setup & team assignment notifications
Milestone Tracking
Real-time Slack milestone alerts + partial invoices with team visibility
Xero + HubSpot
Auto-payment detection → Slack celebratory alerts + CRM updates
End-to-End Closure
Project completion → final invoice + Slack success broadcast to all teams
Every step triggers real-time notifications across dedicated channels
#finance-invoices
#project-launch
#sales-success
#project-completion
All 6 steps automated • Real-time Slack visibility (Pro & Enterprise only) • One simple price per deal
From $99/month
50 complete deal cycles included • No per-step charges
No setup fees • No hidden costs • Cancel anytime
cDoc HAX/HMX bridges HubSpot, Asana, and Xero into one seamless workflow. Automate your entire sales-to-cash cycle without writing a single line of code.
The average agency saves $3,750/month by automating manual data entry between their tools.
Closed-won deals in HubSpot instantly create structured Asana projects with templates and assignees.
Automatically map HubSpot fields to Asana/Monday fields and Xero invoice lines.
Payment status from Xero updates HubSpot and Asana automatically. All teams stay aligned.
24/7 automation monitoring with instant alerts if anything goes wrong. Sleep peacefully.
▶ Watch Demo: Automate Deal → Project → Invoice in 60 seconds
Stop creating invoices manually. Your projects generate invoices automatically based on:
Automatic billing when tasks reach 100%
Invoice when project phases complete
Hourly billing from tracked time
Fixed-price packages from HubSpot deals
Every financial status stays synced across all platforms. Your sales, finance, and delivery teams always see the same truth—no waiting, no miscommunication.
When an invoice is created in Xero, the corresponding HubSpot deal is automatically updated with invoice details and status.
Payment received in Xero? HubSpot deal status and Asana/Monday project status update instantly. Everyone knows the project is paid.
Late payments trigger automatic reminders and update project statuses, keeping everyone informed without manual follow-ups.
No more spreadsheet updates or manual status changes
Close a deal → launch a project → send an invoice — all in seconds.
The moment a deal is marked "Closed-Won" in HubSpot, cDoc HAX/HMX springs into action. All deal details are instantly captured and ready for automation.
A fully structured project is automatically created with templates, tasks, assignees, and deadlines— perfectly tailored from the deal details.
Professional invoices are automatically generated in Xero with correct line items, client details, and payment terms—ready for approval or auto-send.
Traditional automation tools charge per action. cDoc charges per result.
Charge for each automation step separately
Calculate costs for each integration and action
Buy separate automations for each step
Total cost unpredictable • Setup time 2-8 hours
One price for the complete 6-step deal cycle
$99/month for 50 complete cycles
All 6 steps included, nothing extra to buy
Predictable cost • Setup in 5 minutes
See exactly how much time and money you'll save
Includes: admin, invoicing, project setup, tracking
HubSpot, Asana/Monday, Xero subscriptions
hours saved per month
That's 6.25 work weeks back!
worth of time monthly
300,000
Annual savings
125x
ROI on cDoc
Pro Plan
300 deals/month
$199
/month
14-day free trial • No credit card required
Calculations assume: 10 hours saved per deal, cDoc reduces manual work by 90%
Choose your plan based on how many complete deal cycles you need each month. All plans include all 6 automation steps.
Don't just automate—transform your workflow with intelligent integration that understands agency dynamics.
|
|
|
|
|
|---|---|---|---|
Time Saved Per ProjectHours recovered for creative work |
6-8 hours
Maximum Efficiency
|
1-3 hours
Partial automation
|
0 hours
Complete Manual
|
Error ProbabilityRisk of data entry mistakes |
Zero
Perfect Accuracy
|
High
Manual setup required
|
Very High
Human error inevitable
|
Two-Way SyncReal-time data consistency |
Native & Instant
Real-time Updates
|
Limited
One-way or delayed
|
None
Manual updates only
|
Monthly Cost (Avg Agency)Investment vs. value delivered |
$89-$299
Best ROI
|
$240-$1,200+
Multiple tools needed
|
Your Time
Hidden costs everywhere
|
Trusted by Xero Teams Worldwide
Our rigorous security and compliance standards are at the heart of all we do. We work tirelessly to protect you and your customers.
Reliable syncs, no Xero disruptions.
SMBs in AU/US/ID automating daily workflows.
Hubspot deals to Xero invoices monthly.
Top-rated for ease and speed.
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"cDoc nailed our Hubspot -Xero flow—auto-invoices saved 12 hours/week, and setup took 5 minutes."
Everything you need to know about cDoc HAX/HMX automation
cDoc is a lightweight automation and integration service that connects CRM, project management, and accounting platforms — without the need to build automations manually.
For example: Hubspot → Asana/Monday.com → Xero workflows like Deal Won → Project → Draft Invoice are already pre-built and optimized.
HAX (HubSpot → Asana → Xero) and HMX (HubSpot → Monday.com → Xero) acts as the seamless backbone, automatically initiating project delivery and finance workflows the moment a deal closes, eliminating manual handoffs.
cDoc is purpose-built for CRM → Delivery → Accounting flows such as:
cDoc gives you a fully configured workflow out-of-the-box with precise pricing, saving you hours of setup and maintenance.
No — cDoc is designed for non-technical teams. Just connect your Hubspot, Asana, and Xero accounts and the workflow is auto-configured.
Users on Pro & Enterprise plans also get custom field mapping done for them by our team.
Close Deals Faster. Deliver Projects Smarter. Get Paid Automatically.
No downtime, no maintenance windows
No servers or infrastructure needed
Setup in minutes, no scripts or coding
Works from 50 to 5,000+ tasks per project
If you use HubSpot, Asana/Monday, and Xero,
cDoc HAX/HMX becomes your entire Deal → Project → Invoice backbone.
No copy-paste. No double entry. No human errors. Just seamless automation.
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