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Pipedrive + Xero

Pipedrive + Xero

Pipedrive + Xero integrations

Create sales invoices in Xero from updated deal stages in Pipedrive

Automate your sales process with this Pipedrive to Xero workflow. When a deal stage is updated in Pipedrive, a sales invoice is immediately created in Xero. This simplifies your invoicing process, saving you time and ensuring no sales slip through the cracks. Perfect for businesses looking to streamline their bookkeeping and sales management.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Create Sales Invoice
    Create Sales Invoice
    Create Sales InvoiceCreates a new sales invoice (Accounts Receivable).
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More things you can do with Pipedrive and Xero

Discover other triggers and actions you can use with Pipedrive and Xero

    • Activity filter
      Required
    Trigger
    Polling
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    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    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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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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