created by Adam Bailey
How Zapier works (57 sec)
Try this Zap FREE for 14 days
Trusted at companies large and small
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 Xero
Step 5 - Action
Create sales invoice in Xero
Step 6 - Action
Update deal in Pipedrive
Step 7 - Action
Send outbound email in Email by Zapier
- 3.5 minutes to set up
- Get back 1.2 hrs /week
- 70 people use this app pairing
This Zap uses the following 4 apps
PipedrivePipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Formatter by ZapierData isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
XeroXero 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.
Email by ZapierSend and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!