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Pipeline CRM + Xero

Create Xero invoices for moved deals on Pipeline CRM

Time to get those invoices ready now that the deal evolved on Pipeline CRM? If you had this Pipeline CRM 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!

Time to get those invoices ready now that the deal evolved on Pipeline CRM? If you had this Pipeline CRM 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!

  1. When this happens...
    Pipeline CRMPipeline CRM
    Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search

    New Company

    Triggers when a new company is created in your PipelineDeals account.

    Trigger
    Instant
    Try It
    • Source

    • Status

    Trigger
    Instant
    Try It
    • NameRequired

    • Description

    • All Day?

    • Association Type

    • Association ID

    • Start Time

    • End Time

    • Category

    • Owner ID

    Action
    Write
    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
    • Person ID

    • Category

    • Deal ID

    • Company ID

    • Content

    • User ID

    • File URL

    Action
    Write
    • NameRequired

    • Description

    • All Day?

    • Due Date

    • Association Type

    • Association ID

    • Category

    • Owner ID

    Action
    Write
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pipelinedeals logo

About Pipeline CRM

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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xero logo
xero logo

About Xero

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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