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Pipedrive + Xero

Pipedrive + Xero

Pipedrive + Xero integrations

Create sales invoices in Xero for every updated deal in Pipedrive

Stay on top of your sales workflow with this integration between Pipedrive and Xero. Every time a deal is updated in Pipedrive, a sales invoice is created in Xero, keeping your financial records current and making sure every transaction is accurately documented. Streamline your sales process and reduce paperwork with this easy automation.

  1. When this happens...
    Updated Deal
    Updated Deal
    Updated DealTriggers when an existing deal 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
    Try It
    • 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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