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Create Xero invoices for moved deals on PipelineDeals

  1. When this happensStep 1: Moved Deal

  2. Then do thisStep 2: Create Sales Invoice

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

  1. A deal is moved on PipelineDeals
  2. Zapier automatically creates an invoice on Xero

What You Need

  • PipelineDeals account
  • Xero account
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Connect PipelineDeals + Xero in Minutes

It's easy to connect PipelineDeals + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantDeal Status Changed

Triggers when a deal in your PipelineDeals account is updated from one status to another.

InstantNew Deal

Triggers when a new deal is created in your PipelineDeals account.

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

Create Bill

Creates a new bill (Accounts Payable).

Create Payment

Applies a payment to an invoice.

InstantMoved Deal

Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

InstantNew Person

Triggers when a new person, lead, or contact is created in your PipelineDeals account.

Create Credit Note

Creates a new credit note for a contact.

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

Create Purchase Order

Creates a new purchase order for a contact.

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