Gmail + Pipedrive + Xero

Send Xero invoices in Gmail for approval from updated Pipedrive stages

When deals move through stages in Pipedrive, approving invoices quickly becomes critical. This Zap automatically sends draft Xero invoices to an email channel for easy review and approval. It helps your finance and sales teams stay aligned and speeds up billing without the need for back-and-forth emails.

When deals move through stages in Pipedrive, approving invoices quickly becomes critical. This Zap automatically sends draft Xero invoices to an email channel for easy review and approval. It helps your finance and sales teams stay aligned and speeds up billing without the need for back-and-forth emails.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this...
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
  3. then do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn more

Related categories

  • Email
  • Google

Similar apps

IMAP by Zapier integrationsIMAP by Zapier integrations

IMAP by Zapier

Email, Zapier
SMTP by Zapier integrationsSMTP by Zapier integrations

SMTP by Zapier

Email, Zapier
Microsoft Office 365 integrationsMicrosoft Office 365 integrations

Microsoft Office 365

Email, Microsoft
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations

Agile CRM

CRM (Customer Relationship Management)
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.
Learn more

Related categories

  • Accounting

Similar apps

QuickBooks Online integrationsQuickBooks Online integrations

QuickBooks Online

Accounting
FreeAgent integrationsFreeAgent integrations

FreeAgent

Accounting
Wave integrationsWave integrations

Wave

Accounting