Pipedrive + Xero

Create activities in Pipedrive for new bills in Xero

Efficiently manage your sales and invoicing process with this seamless workflow between Xero and Pipedrive. When a new bill is created in Xero, an activity will be automatically generated in Pipedrive, keeping your team informed and organized. Streamline your financial tracking and sales activities with this powerful automation.

Efficiently manage your sales and invoicing process with this seamless workflow between Xero and Pipedrive. When a new bill is created in Xero, an activity will be automatically generated in Pipedrive, keeping your team informed and organized. Streamline your financial tracking and sales activities with this powerful automation.

  1. When this happens...
    XeroXero
    New Bill

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

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • 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
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.
Learn moreHelp

Related categories

  • 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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