> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# FAQs - Frequently Asked Questions

<Note>
  **IMPORTANT**: Always check the **Notes** section in your HubSpot deal to view the status of your integration run.
</Note>

<Accordion title="What exactly does this integration do?">
  This integration helps you:

  Turn your HubSpot deals into Fortnox invoices or orders

  Keep your HubSpot and Fortnox product and customer data in sync

  View financial information within HubSpot contact and companies

  Use the app as a workflow action in HubSpot Workflows

  Track sync status in your deal notes
</Accordion>

<Accordion title="I get this error when I try to create invoices/orders in Fortnox: 'The workflow execution failed due to this error: There is no active license for the desired scope'. How do I fix this?">
  Fortnox requires a few scopes enabled before you can create an invoice or order:

  **Fa: Invoice**

  **Oo: Order & Quote**

  **Ar: Asset register**

  If you are looking to create an invoice, then please ensure that Fa and Ar are enabled. If you are creating an order, then you would need Oo and Ar scopes. Required scopes are shown in the image below:

  <Frame>
    <img src="https://mintcdn.com/cloudify-c7720744/a0-3Jy3YI8VGGm-S/images/image-574.png?fit=max&auto=format&n=a0-3Jy3YI8VGGm-S&q=85&s=124504fdc1596b8ff87c73765dfe1aa3" alt="Image" width="1401" height="500" data-path="images/image-574.png" />
  </Frame>

  Watch the video below for detailed instructions:

  <iframe src="https://www.youtube.com/embed/ulnoR3Cql_A" title="YouTube video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
</Accordion>

<Accordion title="My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?">
  Open the '**Notes**' section in your HubSpot deal to view the integration updates. You will find the PDF copy of the successful invoice/order. If the integration ran into any errors, complete error details will be shown as well. You can make necessary changes and then click on the 'Replay' button in the note to re-run the integration.
</Accordion>

<Accordion title="I don't have access to HubSpot Workflows. What should I do?">
  HubSpot Workflows feature is included in Sales Hub, Service Hub, Marketing Hub and Operations Hub Professional plans. Please check and upgrade your existing plan to get access.
</Accordion>

<Accordion title="I have installed the app, but how do I create the invoice/order now?">
  You have two options:

  * Use automatic creation: Set up triggers for specific deal stages in Sync Settings > Customer Sync Settings
  * Use the app as a workflow-action in HubSpot Workflows Don't forget to check the deal notes after the integration runs
</Accordion>

<Accordion title="Will the invoice/order be directly sent to my customer after it is created?">
  No. The integration only creates a draft invoice/order in Fortnox. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
</Accordion>

<Accordion title="I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders?">
  Yes, you can set up HubSpot Workflows and add the Cloudify app as a workflow-action to achieve invoice/order creation.
</Accordion>

<Accordion title="Can I connect my HubSpot account with multiple Fortnox accounts using Cloudify's app?">
  No. You can only connect one Fortnox account to one HubSpot account at a time. However, you can connect a new Fortnox account if needed, by disconnecting the existing Fortnox connection.
</Accordion>

<Accordion title="I am unable to import my Fortnox customer and product data to HubSpot with this application.">
  The integration syncs customer and product data from HubSpot to Fortnox only, not the other way around.
</Accordion>

<Accordion title="What if my HubSpot customer is not present in Fortnox? Will the integration work?">
  Yes. The integration will create a new customer record in Fortnox using the information from your HubSpot contact/company added in the deal.
</Accordion>

<Accordion title="How do I just create a customer in my accounting system from HubSpot if I don't want to create an invoice/order?">
  There are multiple ways to do so: Manually open each company or contact in Hubspot respectively and click on "Update" in the CRM card.

  Using contact/company based workflows in Hubspot apps
</Accordion>

<Accordion title="What if I don't want to manually go to each company or contact and update it?">
  In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.
</Accordion>

<Accordion title="What if my HubSpot product is not present in Fortnox? Will the integration work?">
  The app provides you three options to choose from if a product is not found in Fortnox:

  * Take no action by skipping invoice/order generation
  * Choose from a default product that serves as a placeholder
  * Create a new product in Fortnox
</Accordion>

<Accordion title="I have connected my Fortnox account to HubSpot but I can't see the created invoice/order in Fortnox.">
  Check:

  Your deal notes for any sync errors

  Your Fortnox connection status

  If needed, try the "Replay" option in deal notes

  Contact [support@cloudify.biz](mailto:support@cloudify.biz) if issues persist
</Accordion>

<Tip>
  **Got unique integration needs?**\
  Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

  [Advanced integration settings](https://custom.cloudify.biz/)
</Tip>