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Create new invoices in Xero from new deals in Pipedrive

Create new invoices in Xero from new deals in Pipedrive

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This template regularly checks for new deals entering a specific stage in Pipedrive and uses the retrieved information to create a new invoices in Xero. Your Pipedrive deal needs to have products associated with it.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Xero
Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Action
Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Xero
Archive a Contact

Archives a contact with a given ID.

Action
Flow Control
Array aggregator

Aggregator
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action

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