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First, navigate to “Automations” and select ‘Workflows’.Main dashboard interface
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Now, set up the triggers to enroll a HubSpot invoice into this workflow when it starts running. Invoices can be enrolled either manually or automatically. For example, let’s select “Data values” and then choose “Property value changed.”Main dashboard interface
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Next, pick a property to track—here we’ll select choose “Invoice” and search for the “Invoice status” trigger. From there, you can define the event of your choice. For this demo, we’ll add a condition that enrolls the invoice when its status in HubSpot changes to “Paid.”Main dashboard interface
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Once you have set up the triggers, go ahead and save these settings. Finally, add your workflow action.Main dashboard interface
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Go to integrated apps, select your preferred accounting tool connected via Cloudify and choose the action to ‘Create One-time or Recurring Invoice’. You can customize your workflow the way you want and add this action multiple times as well. “Review your workflow” and Turn it ON.Main dashboard interface
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To test this workflow, go to the **‘Commerce’ **section and then ‘Invoices’. Here, you can update an existing invoice and change the status to “Paid”. This will ensure that the selected invoice gets enrolled in the workflow and creates a corresponding invoice in your accounting system. You can view the invoice created in your accounting system by directly checking the notes in the associated company. Main dashboard interface
This is just one of the many ways you can connect your HubSpot Workflows and HubSpot Invoices to create a one-time or recurring invoice in your accounting system.