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!
- When this happens...Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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