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  • Xero logoXero logo

Pipedrive + Xero

Create and send Xero sales invoices by email for new Pipedrive deals

Streamline your sales process by instantly sending invoices when new deals are created in Pipedrive. With this automation, whenever a new deal appears in Pipedrive, an invoice will be generated and emailed to the client through Xero, saving you time and ensuring a seamless experience for your customers. Keep track of your sales and maintain an organized billing system without lifting a finger.

Streamline your sales process by instantly sending invoices when new deals are created in Pipedrive. With this automation, whenever a new deal appears in Pipedrive, an invoice will be generated and emailed to the client through Xero, saving you time and ensuring a seamless experience for your customers. Keep track of your sales and maintain an organized billing system without lifting a finger.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Send Sales Invoice by Email

    Send Sales Invoice by Email

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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