> ## 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.

# Order/Invoice Rules

> Configure when orders or invoices are created and map HubSpot fields to Tripletex.

Use **Order/Invoice Rules** to define when an order or invoice should be created and which HubSpot fields should be sent from HubSpot to Tripletex.

## Order/Invoice Sync Rules

Choose which pipeline and deal stage should trigger order or invoice creation.

You can add more pipelines if you need different trigger rules for different sales flows.

<Frame>
  ![Order/Invoice Sync Rules](https://framerusercontent.com/images/B3ZHuALAJm4Qar4WveurMi4MgKA.png)
</Frame>

### How it works

1. Select a pipeline from your CRM
2. Choose the deal stage that should trigger the sync
3. Choose what should be generated
4. Click **Add Pipeline** if you want to add more trigger rules

## Order/Invoice Field Mapping

Use field mapping to control which HubSpot properties should populate the corresponding fields in Tripletex.

Some fields are already mapped by default.

To update mappings:

1. Open **Actions** on the right side
2. Click **Edit Mapping**
3. To add a new property, click **Create new HubSpot property**
4. Enter the property name and choose the property type

<Frame>
  ![Order/Invoice Field Mapping](https://framerusercontent.com/images/k9OK5Uyp735OXoWqtNZLPbjDDoM.png)
</Frame>

<Note>
  The **Delivery date** field is mandatory. The integration can fail if it is not mapped correctly.
</Note>

## Completing the installation

After configuring the rules and mappings:

1. Follow the deal-to-order or deal-to-invoice creation steps in the app
2. Click **Finish** to complete the installation