Generate invoices and automatically process payments in Xero. Sync contact data, manage deal flow and automate your sales pipeline in Pipedrive. Do much more by connecting Pipedrive and Xero.
Looking for something else?
Connect Pipedrive and Xero the way you want. Start by selecting the trigger and action events listed here.
New Deal
Triggers when a new Deal is created
Updated Deal
Triggers when an existing Deal is updated
Won Deal
Triggers when a Deal is won
New Activity
Triggers on new Activity linked to a Person, an Organization or a Deal
New Product
Triggers when a new Product is created
New Person
Triggers when a new Person is added
Deal enters a stage
Triggers when a Deal enters a particular Stage
Lost Deal
Triggers when a Deal is lost
Updated Deal Stage
Triggers when a deal stage gets updated. Optionally filter with current and new stages.
Deal Matches Filter
Triggers when a deal matches a selected pipedrive filter
New Organization
Triggers when a new Organization is added
New Note
Triggers when a new Note is added to a Person, an Organization or a Deal
Updated Organization
Triggers when an existing Organization's details are updated
Updated Person
Triggers when an existing Person's details are updated
Activity Matches Filter
Triggers when an activity matches a selected pipedrive filter
New or Modified Contact
Triggers when a new contact is created or an existing one is modified
New Overpayment
Triggers when a new overpayment is generated
New Payment
Triggers when a new payment is added to xero
Invoice Status Change
Triggers when a the status of the sales invoice changes to a particular value
New Sales Invoice
Triggers when a new sales invoice is added to xero
New Invoice Line Item
Triggers when there is a Invoice, for each line item. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item.
New Purchase Order
Triggers when a new purchase order is added to xero
Invoice Overdue
Triggers when the invoice is overdue by a specified number of days
New Bill
Triggers when a new bill is added to xero
New or Modified Credit Note
Triggers when a new credit note is added or an existing credit note is updated
Search Contact
Search A Contact Based On Contact ID Or Email Address
Add Or Update a Contact
Create or Update a Contact
Add a Payment
Apply payments to approved AR and AP invoices
Add a Sales Invoice
Create a new Sales Invoice
Add a Bill
Creates a new Bill
Add a Purchase Order
creates a new purchase order
Update an Invoice
Updates an existing Invoice by Invoice ID or Invoice Number
Search Invoices
search invoices based on invoice id or invoice number
Add Credit Note
Adds a new credit note
Add Line Item To Sales Invoice
Add a new line item to an existing sales invoice
Search Credit Note
Search credit note by Credit Note Id or Credit Note Number
Add an Item
Add a new item in to inventory
Search An Item
search a item/product with its name or id
Search Payments
Search payments by Payment Id or Reference
Send an Invoice
Send Invoice by Invoice Id to the Invoice email address
Search Bill
Search bill by Bill Invoice ID, Reference or Contact ID
Add an Activity
Add a new Activity (Call, Meeting, Task, Deadline, Email) linked to a Deal, Person or Organization
Add a Deal
Add a Deal using its title
Add or Update a Person
Add or Update a Person using their Name
Add a Note
Add a Note to a Person, Deal or Organization
Add an Organization
Add an Organization using its Name
Update an Organization
Update an existing Organization using Organization Id
Add a Product to a Deal
Add a Product to an existing Deal using the Deal ID.If the Product does not exist,a new Product is created
Add Follower
Adds a follower to a deal, organization or person
Get Contact(s) for Deal
Get Contact(s) for specified Deal
Add Product
Adds a new product
Update Deal
Update a Deal using its Deal ID
Get Deal(s) for Contact
Get Deal(s) for specified Person
Search an Organization
Search for an Organisation based on Pipedrive ID of the Organization or Organization name
Search a Person
Search for a Person based on Pipedrive ID of Person or Email Address or Name of the Person
Search a Deal
Search for a Deal based on Pipedrive ID of the Deal or Deal Name
Search Activity
Search Actvity by Subject
Search Users
Search for a User based on Pipedrive ID of User or Email Address or Name of the User
Search Products
Search Products using the Product ID or Product name
Create your custom integration by selecting the Trigger event and Action to be performed.
Connect Pipedrive and Xero with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
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Xero
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