PipelineDeals + Xero Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect PipelineDeals and Xero, with as many as 69 possible integrations. Are you ready to find your productivity superpowers?
Create Xero invoices for moved deals on PipelineDeals
Time to get those invoices ready now that the deal evolved on PipelineDeals? If you had this PipelineDeals Xero integration active, they'd already be active. Every move in a deal's stage will trigger it, creating a new invoice on Xero for each automatically. During setup, you can even choose to have it sent out immediately!
How It Works
- A deal is moved on PipelineDeals
- Zapier automatically creates an invoice on Xero
What You Need
- PipelineDeals account
- Xero account
It's easy to connect PipelineDeals + Xero and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new deal is created in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Creates a new person in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Creates a new company in your PipelineDeals account.
Triggered when you add a new bill. (Accounts Payable)
Creates a new calendar task in your PipelineDeals account.
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