Xero + PipelineDeals Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Xero and PipelineDeals, with as many as 69 possible integrations. Are you ready to find your productivity superpowers?
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
- A deal is moved on PipelineDeals
- Zapier automatically creates an invoice on Xero
What You Need
- PipelineDeals account
- Xero account
It's easy to connect Xero + PipelineDeals 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 in your PipelineDeals account.
Applies a payment to an invoice.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Updates an existing person in your PipelineDeals account.
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