Pipedrive + Xero

Create Xero invoices when new Pipedrive deals reach certain stages

  1. When this happens

    Step 1: Deal Matching Filter

  2. Then do this

    Step 2: Create Sales Invoice

Time to invoice your customer? We'll get it done for you the moment those deals evolve if you set up this automation. From then on, every time you move a new deal to your chosen stage on Pipedrive, we'll copy that information into Xero as well, creating a new invoice for the matching customer with all the details you need from your deal.

How this Pipedrive-Xero integration works

  1. A new deal is moved to a stage on a Pipedrive pipeline
  2. Zapier automatically creates a new invoice for it on Xero

Apps involved

  • Pipedrive
  • Xero

Supported triggers and actions

What does this mean?
pipedrive logo
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.

Related categories

  • CRM (Customer Relationship Management)

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xero logo
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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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