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Use these settings to define when an order or invoice should be created and which HubSpot fields should be sent to Tripletex.

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Order/Invoice Sync Rules

Choose which pipeline and deal stage should trigger order or invoice creation. For example, if you want an order to be created when a deal is won, select the relevant pipeline and then choose the correct deal stage. You can add more pipelines by clicking Add Pipeline.
Order/Invoice sync rules

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Available options

You can configure:
  • Which HubSpot pipeline should be used
  • Which deal stage should trigger the sync
  • Whether the integration should generate an order or an invoice
The source page also notes that you can attach an invoice PDF after successful invoice creation.

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Order/Invoice Field Mappings

You can add new mappings for the fields you want to populate from HubSpot to Tripletex. Some mappings are already added by default. To update mappings:
  1. Click Actions
  2. Select Edit Mapping
  3. To add a new field, click Create new HubSpot property
  4. Enter the property name and choose the property type
  5. Save the changes
Order/Invoice field mappings
The Delivery date field is mandatory. The integration can fail if it is not mapped correctly.

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Need something more advanced?

If you need tailored mappings, workflow automations, or a more custom integration setup, Cloudify also offers advanced integration services.