> ## 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/Order Sync Rules

> Customize how invoices or orders are generated in e-conomic by linking them to your Pipedrive sales flow.

## Create Invoice/Order Sync Rules

Customize how invoices or orders are generated in e-conomic by linking them to your Pipedrive sales flow.

<Steps>
  <Step title="Select a Pipeline">
    Select a **Pipeline** from the drop-down menu. This links the creation of invoices or orders to a specific sales pipeline in Pipedrive, ensuring they are generated at the right stage in your sales process — reducing manual entry errors and improving efficiency.

    <Note>
      Need help? Click [**Get Guided Installation**](https://meetings.hubspot.com/cloudify/app-assistance) if you require assistance from Cloudify experts regarding the installation steps.
    </Note>

    <Frame>
      ![Select a Pipeline from the drop-down menu](https://framerusercontent.com/images/IuhXbxIYZSbXxIKopjfnGuQNw.png)
    </Frame>
  </Step>

  <Step title="Select the Deal Stage">
    Select the **Deal Stage** from the drop-down menu. This is the specific stage within the sales pipeline that will trigger the creation of an invoice or order in e-conomic, ensuring the invoicing process aligns perfectly with your established sales flow.

    <Frame>
      ![Select the Deal Stage from the drop-down menu](https://framerusercontent.com/images/GkVRo0k78dzWFOLU1IPNhq9dMkg.png)
    </Frame>
  </Step>

  <Step title="Choose Order or Invoice type">
    Choose the **Order/Invoice** from the drop-down menu. This determines whether a draft invoice or a draft order is created in e-conomic when the deal reaches the selected stage.

    <Frame>
      ![Choose Order or Invoice type from the drop-down menu](https://framerusercontent.com/images/r1TNZeHUtww2foFII7rrezVElH0.png)
    </Frame>
  </Step>

  <Step title="Add the Pipeline">
    After selecting all the required options, click **Add Pipeline**.

    <Frame>
      ![Click Add Pipeline to save the configuration](https://framerusercontent.com/images/zFWPYvUpMs2134SCpaDqIUspWJs.png)
    </Frame>
  </Step>

  <Step title="Continue to the next step">
    The pipeline will be added to the list. Click **Next** to continue.

    <Note>
      You can add more pipelines as per your requirements by clicking **Add Pipeline** again. Need help? Click [**Get Guided Installation**](https://meetings.hubspot.com/cloudify/app-assistance) to reach Cloudify experts.
    </Note>

    <Frame>
      ![Pipeline added — click Next to proceed](https://framerusercontent.com/images/OYegI2v3Uu4s4XPXT4vM12JrmGA.png)
    </Frame>
  </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. [Learn more about Advanced Integration Settings](https://custom.cloudify.biz/)
</Tip>

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