Create cards in Pipefy for new sales invoices in Xero
Stay on top of your business processes with this seamless workflow. When a new sales invoice is generated in Xero, a corresponding card is created in Pipefy. This means you will have an immediate and efficient system to track and manage your invoicing data across both platforms, saving you time and reducing the chance of errors in data entry.
Stay on top of your business processes with this seamless workflow. When a new sales invoice is generated in Xero, a corresponding card is created in Pipefy. This means you will have an immediate and efficient system to track and manage your invoicing data across both platforms, saving you time and reducing the chance of errors in data entry.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Create Card
Creates a new card.
- Free forever for core features
- 14 day trial for premium features & apps