Skip to main content
Clicking on “Yes, setup automation” takes you to setup the rules for automating the invoice creation. I’ll do it manually”- this takes you to Cloudify app’s dashboard where you can view all you HubSpot deals and sync it manually at one click to create invoice in Xero. Main dashboard interface Once you’re done, click “Dashboard” to proceed. Main dashboard interface
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