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Create Invoice/Quote Rules

If you proceed with “Yes, setup automation”, you’ll be guided to set up invoice and quote creation rules to automate your workflow.
1

Select a Pipeline

Select a Pipeline from the drop-down menu. This links the creation of invoices or quotes to a specific sales pipeline in Pipedrive, ensuring they are generated at the right stage in your sales process — improving efficiency and reducing the risk of manual entry errors.
Need help? Click Get Guided Installation if you require assistance from Cloudify experts regarding the installation steps.
Select a Pipeline from the drop-down menu
2

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 quote in Xero, ensuring the invoicing process aligns perfectly with your established sales flow.
Select the Deal Stage that will trigger invoice or quote creation in Xero
3

Choose Invoice or Quote type

Choose the Invoice/Quote from the drop-down menu. This determines whether a invoice or a quote is created in Xero when the deal reaches the selected stage.
Choose whether to create a draft invoice or draft quote in Xero
4

Add the Pipeline

After selecting all the required options, click Add Pipeline. Use Clear to reset your selections if needed.
Click Add Pipeline to save the rule, or Clear data to reset
5

Continue to the next step

Customer and product settings are auto-configured by default. Click “Customize” to make changes based on your needs, or “Complete setup” to finish the installation.
Need help? Click Get Guided Installation to reach Cloudify experts for assistance with installation steps.
Pipeline added — click Next to proceed to the next step
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