PipedriveCLIAPI@3.37.0 LogoPipedriveCLIAPI@3.22.1 LogoZapierFormatterCLIAPI@1.0.7 LogoXeroCLIAPI@2.20.0 LogoXeroCLIAPI@2.20.0 LogoPipedriveCLIAPI@3.37.0 LogoZapierMailCLIAPI@2.0.3 Logo

7b. Timelapse: Deal moves to Invoice > create Xero draft invoice, update deal, email Jackie

“Anytime an updated deal stage is created in Pipedrive, find organization in Pipedrive, format my data in Formatter by Zapier, etc.”

Adam Baileycreated by Adam Bailey
How Zapier works (57 sec)
How Zapier works (57 sec)
Try this Zap FREE for 14 days

Vertrauenswürdig bei großen und kleinen Unternehmen

This Zap works in 7 steps …

  • Step 1 - Trigger

    Anytime an updated deal stage is created in Pipedrive

  • Step 2 - Action

    Find organization in Pipedrive

  • Step 3 - Action

    Format my data in Formatter by Zapier

  • Step 4 - Action

    Find or create contact in Your App

  • Step 5 - Action

    Create sales invoice in Your App

  • Step 6 - Action

    Update deal in Pipedrive

  • Step 7 - Action

    Send outbound email in Your App

    • 3.5 minutes to set up
    • Get back 1.2 hrs /week
    • 81 people use this app pairing

    This Zap uses the following 4 apps

    • Pipedrive Logo
    • Formatter by Zapier Logo

    More ways to use these popular apps!

    Check out all the other ways you can connect Pipedrive (Englisch) and Formatter by Zapier,
    Learn More