Xero
When this happens...
PipedriveDeal Matching Filter
Then do this...
XeroCreate Sales Invoice

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

  1. A new deal is moved to a stage on a Pipedrive pipeline
  2. Zapier automatically creates a new invoice for it on Xero

Apps involved

  • Pipedrive
  • Xero

Why Zapier?

Free

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

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

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

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Sales Invoice

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

Create/Update Contact

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

New Contact

Triggered when you add a new contact.

Create Bill

Creates a new bill (Accounts Payable).

New Deal

Triggers when a new deal is created.

Create Payment

Applies a payment to an invoice.

Updated Deal

Triggers when an existing deal is updated.

Create Person

Creates a new person.

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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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Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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