Getting Started

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Getting Started

Overview

Prerequistes

Installation

Connect Xero account

Choose Subscription Plans

One-click Invoices/Quotes

Invoice/Quote Rules

Customer Search Rules

Product Search Rules

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Quote Settings

One-click Invoices/Quotes

Financial Data Update

Get the Most Out of the App

Explore App Features

FAQs - Frequently Asked Questions

HubSpot Workflows

Company / Contact Workflows

Deal

Invoice

Getting Started

View in marketplace

Post Installation settings

Table of Content

How to Change the App Settings After Installation

Click the Store icon and then "Connect Apps".
Find the app and click Actions > Go to settings.
Click "Sync Settings".
A Sync Settings dialogue box will open, and you can make preferred changes according to your requirements.

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Advanced Integration Settings

Product Search Rules

Customer Settings

How to Change the App Settings After Installation

Need help?

Our support team is ready to assist. Reach us through the following channels:

support@cloudify.biz

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