Connect Pipedrive and Xero to unlock the power of automation

Triggers when a new project is created.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization

Updates an existing product.

Updates an existing task.

Finds an activity by subject.

Finds a deal by any field.

Finds a lead by title or field value.

Find notes by deal, lead, person, user, or organization, up to 500 notes.

Finds an organization.

Finds products by name, ID, or product code.

Searches for tasks by title, description, or other criteria.

Finds an activity by subject, or creates one if none is found.

Finds a lead by name, or creates one if none is found.

Finds a person by name, or creates one if none is found.

Triggers when you add a new bill. (Accounts Payable).

Triggers when a new credit note is created.

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Triggers when you receive a new payment.

Triggers when a new project is created. May not trigger if there are more than 500 projects.

Triggers when a new quote is created.

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a new employee is updated (Exclusively for Australian Instances).

Triggers when a quote is created or updated.

Add a note which will appear in the invoice history.

Allocates a credit note to an invoice.

Transfers money between two bank accounts.

Creates a new quote draft.

Send Sales Invoice by Email

Creates an inventory item.

Creates a new sales invoice (Accounts Receivable).

Creates a new project for a contact.

Creates a template that generates regular invoices.

Updates an existing Purchase Order.

Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.

Finds a contact by name or account number.

Finds a Purchase Order

Finds an invoice by number or reference.

Finds or creates a specific contact.

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization.

Creates a new product.

Creates a new task.

Updates an existing activity.

Updates an existing lead.

Updates an existing person.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds deals associated with a person with enhanced data.

Finds deals by any field.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds a person.

Finds a project or projects by title or other fields.

Find a user by name, email, or ID.

Finds a deal by name, or creates one if none is found.

Finds an organization by name, or creates one if none is found.

Triggers when a new bank transaction is created.

Triggers when you add a new contact.

Triggers when a new employee is created (Exclusively for Australian Instances).

Triggers when a sales invoice is overdue by a specified number of days.

Triggers when a new payslip is created.

Triggers when a new purchase order is created or enters a status for the first time.

Triggers when a payment is reconciled for the first time.

Triggers when a contact is created or updated.

Triggers when a Sales Invoice is updated.