Popular Xero + Pipedrive workflows

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• Create Xero invoices when new Pipedrive deals reach certain stages

  

  by Zapier

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  Premium apps: Xero

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  • 
  • 

  Pipedrive, Xero

  Pipedrive + Xero

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  1. 

     When this happens

     Step 1: Deal Matching Filter

  2. 

     Then do this

     Step 2: Create Sales Invoice

  See Zap detailsTry it

  Create Xero invoices when new Pipedrive deals reach certain stages

  

  by Zapier

  Zapier

  Premium

  Premium apps: Xero

  Create Xero invoices when new Pipedrive deals reach certain stages

  Try it

  • 
  • 

  Pipedrive, Xero

  Pipedrive + Xero

• 

  New Bank Transaction

  Triggers when a new bank transaction is created.

  Trigger

  Scheduled
• 

  New Bill

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

  Trigger

  Scheduled
• 

  New Contact

  Triggers when you add a new contact.

  Trigger

  Scheduled
• 

  New Payment

  Triggers when you receive a new payment.

  Trigger

  Scheduled
• 

  New Purchase Order

  Triggers when a new purchase order is created or enters a status for the first time.

  Trigger

  Scheduled
• 

  New Quote

  Triggers when a new quote is created.

  Trigger

  Scheduled
• 

  New Expense Claim Receipt

  Triggers when you add a new draft expense claim receipt.

  Trigger

  Scheduled
• 

  New Sales Invoice

  Triggers when you add a new sales invoice. (Accounts Receivable)

  Trigger

  Scheduled
• Xero

  Adds line items to an existing sales invoice.

  Scheduled

  Action

• Xero

  Creates a new Spend/Receive Money bank transaction.

  Scheduled

  Action

• Xero

  Transfers money between two bank accounts.

  Scheduled

  Action

• Xero

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

  Scheduled

  Action

• Xero

  Creates a new quote draft.

  Scheduled

  Action

• Xero

  Creates a new credit note for a contact.

  Scheduled

  Action

• Xero

  Sends an invoice via email.

  Scheduled

  Action

• Xero

  Creates a new bill (Accounts Payable).

  Scheduled

  Action

• Xero

  Creates a new sales invoice (Accounts Receivable).

  Scheduled

  Action

• Xero

  Applies a payment to an invoice.

  Scheduled

  Action

• Xero

  Creates a new purchase order for a contact.

  Scheduled

  Action

• Xero

  Finds a contact by name or account number.

  Scheduled

  Action

• Xero

  Finds an invoice by number or reference.

  Scheduled

  Action

• Xero

  Finds or creates a specific contact.

  Scheduled

  Action

• Pipedrive

  Triggers when a new activity is created.

  Scheduled

  Trigger

• Pipedrive

  Triggers when an activity matches a Pipedrive filter.

  Scheduled

  Trigger

• Pipedrive

  Triggers when a new deal is created.

  Instant

  Trigger

• Pipedrive

  Triggers when a deal matches a Pipedrive filter.

  Scheduled

  Trigger

• Pipedrive

  Triggers when a Lead is created.

  Scheduled

  Trigger

• Pipedrive

  Triggers when a new note is created.

  Scheduled

  Trigger

• Pipedrive

  Triggers when a new organization is created.

  Scheduled

  Trigger

• Pipedrive

  Triggers when an organization matches a Pipedrive filter.

  Scheduled

  Trigger

• Pipedrive

  Triggers when a new person is created.

  Scheduled

  Trigger

• Pipedrive

  Triggers when a person matches a Pipedrive filter.

  Scheduled

  Trigger

• Pipedrive

  Triggers when a deal's stage is updated.

  Instant

  Trigger

• Pipedrive

  Triggers when an existing deal is updated.

  Instant

  Trigger

• Pipedrive

  Triggers when an existing organization is updated.

  Scheduled

  Trigger

• Pipedrive

  Triggers when an existing person is updated.

  Scheduled

  Trigger

• Pipedrive

  Adds a product to a deal.

  Scheduled

  Action

• Pipedrive

  Creates a new activity.

  Scheduled

  Action

• Pipedrive

  Creates a new deal.

  Scheduled

  Action

• Pipedrive

  Uploads a file and attaches it to a deal, person, organization, activity, product or note.

  Scheduled

  Action

• Pipedrive

  Adds a follower to a deal, organization, person or product.

  Scheduled

  Action

• Pipedrive

  Creates a new lead.

  Scheduled

  Action

• Pipedrive

  Creates a new note.

  Scheduled

  Action

• Pipedrive

  Creates a new organization.

  Scheduled

  Action

• Pipedrive

  Creates a new person.

  Scheduled

  Action

• Pipedrive

  Creates a new product.

  Scheduled

  Action

• Pipedrive

  Updates an existing activity.

  Scheduled

  Action

• Pipedrive

  Updates an existing deal.

  Scheduled

  Action

• Pipedrive

  Updates an existing organization.

  Scheduled

  Action

• Pipedrive

  Updates an existing person.

  Scheduled

  Action

• Pipedrive

  Finds an activity by subject.

  Scheduled

  Action

• Pipedrive

  Finds a deal by name.

  Scheduled

  Action

• Pipedrive

  Finds an organization.

  Scheduled

  Action

• Pipedrive

  Finds a person.

  Scheduled

  Action

• Pipedrive

  Finds a product by name.

  Scheduled

  Action

• Pipedrive

  Finds a product or products by name, ID, or product code (with line item support).

  Scheduled

  Action

• Pipedrive

  Finds a user by name, email or ID.

  Scheduled

  Action

• Pipedrive

  Finds an activity by subject, or creates one if none is found.

  Scheduled

  Action

• Pipedrive

  Finds a deal by name, or creates one if none is found.

  Scheduled

  Action

• Pipedrive

  Finds an organization by name, or creates one if none is found.

  Scheduled

  Action

• Pipedrive

  Finds a person by name, or creates one if none is found.

  Scheduled

  Action

• Pipedrive

  Finds a product by name, or creates one if none are found.

  Scheduled

  Action