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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.

-Pipedrive Xero integration by Cloudify facilitates one-click creation of invoices/quotes directly from Pipedrive 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 Pipedrive deal stage.
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Once you click on the Dashboard, follow these streamlined steps to complete a manual sync:
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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.
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2
Enter basic details: Select your contact, currency, tax, and account details to get started.
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3
Set invoice terms: Choose specific details such as the Invoice date, Due date, Status, and Tax preferences.
4
Add products: Click + Add Line Item to include products to your draft. To adjust specific item settings, click Customize Accounts, Taxes and Amounts.
Product Availability: You can only use the ”+ Add Line Item” button for products that are already present in Xero.
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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 the ‘DRAFT’ stage.
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6
Finish and sync: Click Save Progress if you need to finish later, or Sync to Xero to push the draft Xero. You can view the final invoice in the deal’s attachments or notes.
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