Onpipeline + Xero
Create Xero invoices with new won deals in Onpipeline
Tired of spending time and effort manually creating your invoices? This integration can help. When a deal is won in Onpipeline, it automatically creates a draft invoice in Xero with all the relevant details.
Tired of spending time and effort manually creating your invoices? This integration can help. When a deal is won in Onpipeline, it automatically creates a draft invoice in Xero with all the relevant details.
- When this happens...Deal Is Won
Triggers when a deal is updated as won
- automatically do this...Find Organization
Finds an Organization in Onpipeline.
- then do this...Find Person
Finds a Person in Onpipeline
- then do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
- Free forever for core features
- 14 day trial for premium features & apps
About Onpipeline
Onpipeline is a cloud based Sales CRM for small and medium businesses.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
