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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.

The HubSpot Xero integration by Cloudify facilitates one-click creation of invoices or quotes directly from HubSpot deals, irrespective of the deal stage.
Selecting I’ll do it manually skips automation and takes you to the Cloudify Dashboard, allowing you to update invoices from any HubSpot deal stage.
Select I'll do it manually to skip automation and go to the Cloudify Dashboard

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Manual Sync via the Dashboard

Once you click Dashboard, follow these steps to complete a manual sync:
Cloudify Dashboard showing deals available for manual sync
1

Access the invoice

Go to any invoice on the dashboard you wish to update and click Review and Sync. The manual sync window will immediately appear on your screen.
Click Review and Sync on any invoice to open the manual sync window
2

Enter basic details

Select your contact, currency, tax, and account details to get started.
Select contact, currency, tax, and account details
3

Set invoice terms

Choose specific details such as the Invoice date, Due date, Status, and Tax preferences.
Screenshot 2026 04 12 005510
4

Add products

Click + Add Line Item to include products in your draft. To adjust specific item settings, click Customize Accounts, Taxes and Amounts.
You can only use the + Add Line Item button for products that are already present in Xero.
Click + Add Line Item to add products, or Customize Accounts, Taxes and Amounts for item-level adjustments
5

Adjust the invoice (Optional)

Click the three-dots menu to Split your invoice by percentage or Duplicate it.
The option to split an invoice is only available while it remains in DRAFT status.
Use the three-dots menu to Split or Duplicate the invoice
6

Finish and sync

Click Sync to push the draft to Xero. You can view the final invoice in the deal’s attachments or notes.
Click Save Progress to save for later, or Sync to Xero to push the invoice