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Create Xero invoices when new Pipedrive deals reach certain stages

  1. When this happensStep 1: Deal Matching Filter

  2. Then do thisStep 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
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