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InvoiceXpress + Pipedrive Integrations

How to connect InvoiceXpress + Pipedrive

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Supported triggers and actions

What does this mean?
  • InvoiceXpress triggers, actions, and search
    Cancel Invoice
    Cancels a
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Cancel Invoice-Receipt
    Cancels an
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Cancel VAT MOSS Invoice
    Cancels a
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Create Invoice
    Creates a new
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Create Invoice-Receipt
    Creates a new
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Create VAT MOSS Invoice
    Creates a new
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Delete Draft Invoice
    Deletes a
    Action
    Write
  • InvoiceXpress triggers, actions, and search
    Delete Draft Invoice-Receipt
    Deletes a
    Action
    Write
  • InvoiceXpress

    Deletes a

    Scheduled

    Action

  • InvoiceXpress

    Finalizes an existing

    Scheduled

    Action

  • InvoiceXpress

    Finalizes an existing

    Scheduled

    Action

  • InvoiceXpress

    Finalizes an existing

    Scheduled

    Action

  • InvoiceXpress

    Generates a PDF from a specified

    Scheduled

    Action

  • InvoiceXpress

    Marks an existing

    Scheduled

    Action

  • InvoiceXpress

    Marks an existing

    Scheduled

    Action

  • InvoiceXpress

    Sends an

    Scheduled

    Action

  • InvoiceXpress

    Updates an

    Scheduled

    Action

  • InvoiceXpress

    Updates an

    Scheduled

    Action

  • InvoiceXpress

    Updates a

    Scheduled

    Action

  • InvoiceXpress

    Returns a specific client.

    Scheduled

    Action

  • InvoiceXpress

    Returns a specific invoice.

    Scheduled

    Action

  • Pipedrive

    Triggers when a new activity is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an activity matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new deal is created.

    Instant

    Trigger

  • Pipedrive

    Triggers when a deal matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a Lead is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new note is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new organization is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an organization matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new person is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a person matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a deal's stage is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing deal is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing organization is updated.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an existing person is updated.

    Scheduled

    Trigger

  • Pipedrive

    Adds a product to a deal.

    Scheduled

    Action

  • Pipedrive

    Creates a new activity.

    Scheduled

    Action

  • Pipedrive

    Creates a new deal.

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

    Creates a new lead.

    Scheduled

    Action

  • Pipedrive

    Creates a new note.

    Scheduled

    Action

  • Pipedrive

    Creates a new organization.

    Scheduled

    Action

  • Pipedrive

    Creates a new person.

    Scheduled

    Action

  • Pipedrive

    Creates a new product.

    Scheduled

    Action

  • Pipedrive

    Updates an existing activity.

    Scheduled

    Action

  • Pipedrive

    Updates an existing deal.

    Scheduled

    Action

  • Pipedrive

    Updates an existing lead.

    Scheduled

    Action

  • Pipedrive

    Updates an existing organization.

    Scheduled

    Action

  • Pipedrive

    Updates an existing person.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name.

    Scheduled

    Action

  • Pipedrive

    Finds a lead by title or field value.

    Scheduled

    Action

  • Pipedrive

    Finds an organization.

    Scheduled

    Action

  • Pipedrive

    Finds a person.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name.

    Scheduled

    Action

  • Pipedrive

    Finds a product or products by name, ID, or product code (with line item support).

    Scheduled

    Action

  • Pipedrive

    Finds a user by name, email or ID.

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

    Finds a product by name, or creates one if none are found.

    Scheduled

    Action

How InvoiceXpress + Pipedrive Integrations Work

  1. Step 1: Authenticate InvoiceXpress and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Pipedrive Tutorials

invoicexpress logo
invoicexpress logo

About InvoiceXpress

InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.

Related categories

  • Accounting
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

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