> ## 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.

# Invoice

> Invoice-Based Workflows are where automation truly streamlines your finance operations. Let’s set up a workflow for when invoices are paid so your team can stay focused while the system handles the repetitive tasks.

<Steps>
  <Step title="">
    First, navigate to **"Automations"** and select **'Workflows'**.

    <img src="https://mintcdn.com/cloudify-c7720744/sVwbOLRaDMVuHkuy/images/image-120.png?fit=max&auto=format&n=sVwbOLRaDMVuHkuy&q=85&s=a3c65252c2277c4b0e6595ae59e310a3" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1890" height="716" data-path="images/image-120.png" />
  </Step>

  <Step title="">
    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.”**

    <img src="https://mintcdn.com/cloudify-c7720744/sVwbOLRaDMVuHkuy/images/image-121.png?fit=max&auto=format&n=sVwbOLRaDMVuHkuy&q=85&s=b1a8d27c5be03ad3457b8e127ca89f0b" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1908" height="780" data-path="images/image-121.png" />
  </Step>

  <Step title="">
    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.”**

    <img src="https://mintcdn.com/cloudify-c7720744/sVwbOLRaDMVuHkuy/images/image-122.png?fit=max&auto=format&n=sVwbOLRaDMVuHkuy&q=85&s=52b6a81cb0dd614d582646ec7a0549dc" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1915" height="810" data-path="images/image-122.png" />
  </Step>

  <Step title="">
    Once you have set up the triggers, go ahead and save these settings. Finally, add your workflow action.

    <img src="https://mintcdn.com/cloudify-c7720744/sVwbOLRaDMVuHkuy/images/image-123.png?fit=max&auto=format&n=sVwbOLRaDMVuHkuy&q=85&s=b37f2bf9fc2a89761b044ae108d90d58" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1915" height="810" data-path="images/image-123.png" />
  </Step>

  <Step title="">
    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.

    <img src="https://mintcdn.com/cloudify-c7720744/sVwbOLRaDMVuHkuy/images/image-124.png?fit=max&auto=format&n=sVwbOLRaDMVuHkuy&q=85&s=09f55fd232b9721abffeb25e8ef70f60" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1906" height="874" data-path="images/image-124.png" />
  </Step>

  <Step title="">
    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. 

    <img src="https://mintcdn.com/cloudify-c7720744/sVwbOLRaDMVuHkuy/images/image-125.png?fit=max&auto=format&n=sVwbOLRaDMVuHkuy&q=85&s=d7dc864667c02295a78103120da25ffb" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="805" height="220" data-path="images/image-125.png" />

    <Info>
      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. 
    </Info>
  </Step>
</Steps>

<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>
