Cloudify

FAQs - Frequently Asked Questions

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FAQs - Frequently Asked Questions

Table of Content

Table of Content

What exactly does this integration do?
What exactly does this integration do?
What exactly does this integration do?
I have installed the app, but how do I create the invoice/quote now?
I have installed the app, but how do I create the invoice/quote now?
I have installed the app, but how do I create the invoice/quote now?
Will the invoice/quote be directly sent to my customer after it is created?
Will the invoice/quote be directly sent to my customer after it is created?
Will the invoice/quote be directly sent to my customer after it is created?
How do I control when invoices/quotes are created?
How do I control when invoices/quotes are created?
How do I control when invoices/quotes are created?
How do I make sure that the address of my customer is shown on the invoice/quote that gets created?
How do I make sure that the address of my customer is shown on the invoice/quote that gets created?
How do I make sure that the address of my customer is shown on the invoice/quote that gets created?
How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?
How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?
How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?
What if I don't want to manually go to each company or contact and update it?
What if I don't want to manually go to each company or contact and update it?
What if I don't want to manually go to each company or contact and update it?
Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?
Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?
Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?
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