Xero + Pipedrive Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Xero and Pipedrive, with as many as 137 possible integrations. Are you ready to find your productivity superpowers?
Create Xero invoices when Pipedrive deals reach certain stages
Time to invoice your customer? We'll get it done for you the moment those deals evolve if you set up this automation. From then on, every time you move a new deal to your chosen stage on Pipedrive, we'll copy that information into Xero as well, creating a new invoice for the matching customer with all the details you need from your deal.
How this Pipedrive-Xero integration works
- A new deal is moved to a stage on a Pipedrive pipeline
- Zapier automatically creates a new invoice for it on Xero
Apps involved
- Pipedrive
- Xero
It's easy to connect Xero + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when you add a new bill. (Accounts Payable)
Creates a new sales invoice (Accounts Receivable).
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new contact or updates a contact if a contact already exists.
Triggered when you add a new contact.
Creates a new bill (Accounts Payable).
Triggers when a new deal is created.
Applies a payment to an invoice.
Triggers when an existing deal is updated.
Creates a new person.
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