Pipedrive + Xero

Create notes in Pipedrive for new Xero payments

Easily track your business finances by creating notes in Pipedrive whenever a new payment is made in Xero. With this workflow, whenever a payment is recorded in Xero, a note will be instantly added in Pipedrive, helping you stay up-to-date with your financial transactions and maintain organized records. Say goodbye to manual data entry and focus on growing your business.

Easily track your business finances by creating notes in Pipedrive whenever a new payment is made in Xero. With this workflow, whenever a payment is recorded in Xero, a note will be instantly added in Pipedrive, helping you stay up-to-date with your financial transactions and maintain organized records. Say goodbye to manual data entry and focus on growing your business.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
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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.
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  • CRM (Customer Relationship Management)

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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 moreHelp

Related categories

  • Accounting

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