Pipedrive + Xero

Create notes in Pipedrive for new bills in Xero

Stay organized and efficient by connecting your Xero and Pipedrive apps with this seamless workflow. Whenever a new bill is generated in Xero, a note will be created in Pipedrive, ensuring that all important financial information is readily available in your CRM. This automation streamlines your billing process and keeps your team informed, saving time and reducing manual data entry.

Stay organized and efficient by connecting your Xero and Pipedrive apps with this seamless workflow. Whenever a new bill is generated in Xero, a note will be created in Pipedrive, ensuring that all important financial information is readily available in your CRM. This automation streamlines your billing process and keeps your team informed, saving time and reducing manual data entry.

  1. When this happens...
    XeroXero
    New Bill

    Triggers when you add a new bill. (Accounts Payable).

    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
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
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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.
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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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