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

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

What You Need

  • PipelineDeals account
  • Xero account
Create Xero invoices for moved deals on PipelineDeals
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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.

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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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