> ## 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

> Your questions answer

<Note>
  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 Xero invoices or quotes
  * Keep your HubSpot and Xero product and customer data in sync
  * View financial information directly in HubSpot
  * Customize invoice/quote details like taxes and discounts
  * Track sync status in your deal notes
</Accordion>

<Accordion title="My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/quote 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/quote. 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 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/quote now?">
  You have the following options:

  * Use automatic creation: Set up triggers for specific deal stages in Customer Sync Settings
  * Use manual creation: Click the "**Create Invoice/Quote**" button in your deal
  * Add the Cloudify app to your HubSpot workflow actions. \
    \
    Don't forget to check the deal notes after the integration runs
</Accordion>

<Accordion title="Will the invoice/quote be directly sent to my customer after it is created?">
  The feature to directly send invoices is only applicable when creating paid invoices in xero. Enabling the settings sends out email notifications to your customers from xero.
</Accordion>

<Accordion title="I do not want to create invoices/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/quotes?">
  Yes, you can remove any pipelines added in the "**Invoice/Quote**" settings of the Cloudify app and use the manual invoice creation process instead. Look for the **"Create Invoice/Quote"** button in your deal to create them when needed. Additionally, you can set up your own workflows and add the Cloudify app to HubSpot Workflow Actions to achieve invoice/quote creation.
</Accordion>

<Accordion title="Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?">
  No. You can only connect one Xero account to one HubSpot account at a time. However, you can switch between different Xero organisations within a single Xero account.
</Accordion>

<Accordion title="I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?">
  Yes, but you'll need to select which tenant/organisation to connect with during setup. You can only connect to one tenant at a time.
</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>