When this happens...
PipelineDealsMoved Deal
Then do this...
XeroNew Invoice (Legacy)

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
Premium
Xero is a Premium integration on Zapier.

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

When this happens...
then do this!
New Deal

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

Update Person

Updates an existing person in your PipelineDeals account.

Moved Deal

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

Create Person

Creates a new person in your PipelineDeals account.

New Person

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

Update Company

Updates an existing company in your PipelineDeals account.

Deal Status Changed

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

Create Company

Creates a new company in your PipelineDeals account.

New Bill

Triggered when you add a new bill. (Accounts Payable)

Create Task

Creates a new calendar task in your PipelineDeals account.

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Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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.