Connect Pipedrive and Xledger to unlock the power of automation

Triggers when a new project is created.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.

Updates an existing product.

Updates an existing task.

Finds activities by subject, owner, type, dates, and other criteria. Returns multiple results.

Finds deals by any field.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization.

Finds persons by ID or field search.

Finds multiple projects by title, description, notes, or custom fields.

Find users by name, email, or ID.

Finds a deal by field search, or creates one if none is found.

Finds a person by field search, or creates one if none is found.

Finds a project by field search, or creates one if none is found.

Triggers when an AP transaction is modified.

Triggers when a customer is modified.

Triggers when a journal entry is modified.

Triggers when a purchase order is modified.

Triggers when a timesheet is modified.

Creates a donation deposit along with one row of details.

Creates an employee in Xledger. This include user, contact and supplier creation. The new employee and user will have the employee role by default.

Creates a GL import item.

Creates a new company and customer, if the code is already used in Xledger, the existing company or customer is updated instead. This action allows to link multiple customers to one company.

Creates a new donor, if the code is already used in Xledger, the existing donor is updated instead.

Creates a new supplier, if the code is already used in Xledger, the existing supplier is updated instead.

Creates a purchase order header, use this before creating PO details.

Creates a sales order header, use this before creating SO details.

Return a supplier's dbId and bankAccount from its code

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

Creates a new product.

Creates a new task.

Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

Updates an existing lead.

Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds deals associated with a person with enhanced data.

Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Find tasks by title, description, or other criteria.

Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.

Finds an organization by name, or creates one if none is found.

Finds a product by field search, or creates one if none is found.

Finds a task by search criteria, or creates one if none is found.

Triggers when an AR transaction is modified.

Triggers when a donor is modified.

Triggers when a project is modified.

Triggers when a supplier is modified.

Triggers when a customer invoice is reconciled and its remaining amount is zero.

Creates both credit and debit GL import items, The debit amount will always be the original amount while the credit will be its negative value. For example, is a transaction with a gross value of £100 is processed the DR line amount will be 100 while the credit line will be -100.

Creates an expense detail line.

Creates an invoice line in the invoice base.

Creates a new customer, if the code is already used in Xledger, the existing customer is updated instead.

Creates a new project, if the code is already used in Xledger, the existing project is updated instead.

Creates a purchase order detail, i.e a purchase order line.

Creates a sales order detail i.e a sales order line.

Creates a timesheet entry.

Updates the PO status to transferred.