A Stage in HubSpot tracks the state of Deal throughout it's lifecycle. It could be as simple as Subscriber -> Lead -> Opportunity -> Deal Won. But the real power comes of customizing those stages to your workflows. In Pipey we use the stage as a trigger. If the deal has been won, the customer has ordered etc, we want to listen to this event and submit the data to Lexware Office to produce an invoice for it.
For this we need to know the stage you want us to do our work. This is the configureable HubSpot Stage in your integration configuration page. HubSpot provides you with some standard stages to get you up and running, but it's highly possible that you introduced custom stages at some point.
Standard stages use a text based identifier such as decisionmakerboughtin whereas your custom stages use numeric identifiers such as 7683894.
How do I find the HubSpot Stage id?
You log in to HubSpot, go to Settings (coq icon in the top right), Data Management, Objects, Deals, then the Pipelines tab, select the pipeline in question from the drop down, then hover over the stage you need until the code icon (</>) appears, then click it to view and copy the Internal ID.
In this case the internal stage id is 54937489.
How do I correctly add the »Invoice Paid« property to my Deals?
If an invoice gets paid in Lexware Office, we handle this event and try to update your Deal with this information. But to handle this kind of information, the Deal must be altered. Go to Settings (coq icon in the top right), Data Management, Properties, select Deal properties from the drop down, then use Create property on the right hand side.
Ensure that the internal name matches.
It's important that the Internal name of the property is rechnung_bezahlt, the field type is Multiple checkboxes, with the Checkbox options
exactly as shown below (ensure that the Internal Name
Ensure that the internal name matches. We need at least Ja and Nein.
What does the error Wrong Stage in my dashboard mean?
Technically this is not an error but an information. HubSpot does not allow to subscribe to a stage changing event for a specific stage, but only for all stages. So when you move a deal from say lead to coordination, a webhook triggers and pipey gets called with this information. Since you configured the HubSpot Stage to be e.g. decisionmakerboughtin, we log the call but do nothing.
What is the Lexware Office api key?
While you normally log in to Lexware Office to manage your invoices, our service is to do exactly that on demand. To authorize us to create invoices on your behalf in Lexware Office, we use an API key. More information is provided by Lexware Office (in german) on https://developers.lexoffice.io/cookbooks/public-api/#api-key.
What does the error Missing Line Items in my dashboard mean?
The deal has no line items configured. Those are required to create an invoice in Lexware Office.
What happens if I use »Automatically create dunnings«?
Since there's currently no option to automatically create a dunning in Lexware Office, we took this opportunity: If you check the setting, we will add a timer in the background to check back on the latest payment date for every invoice you create via pipey. If the invoice is still open, we will create a dunning for you and inform you via email. We will not send the dunning automatically.
What payment options does pipey offer?
Pipey currently offers two payment options: Easiest is credit card payment via our payment provider Mollie. You enter your credit card information once and until you cancel your payment, Mollie will deduct the fee automatically every month. You can download the invoice for book keeping and tax purposes right from within your pipey account page. If you do not own a credit card and you're a company based in Germany, you can contact us to set up invoice payment. You will receive an invoice every month and pay it manually.
