Integrate Xero with Pipedrive
Send information between Xero and Pipedrive automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Xero and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created or updated
Triggers when a new sales invoice or purchase bill is created or details of an existing one are updated
Payment created or updated
Triggers when a new payment is created or details of an existing payment are updated
Credit note created
Triggers when a new credit note is created
Bank transaction created or updated
Triggers when a new transaction is created or details of an existing transaction are updated
Purchase order created or updated
Triggers when a new purchase order is created or details of an existing purchase order are updated
Invoice created
Triggers when a new invoice is created
Quote created or updated
Triggers when a new quote is created or details of an existing quote are updated
Bank transaction created
Triggers when a new bank transaction is created
Credit note created or updated
Triggers when a new credit note is created or details of an existing credit note are updated
Purchase order created
Triggers when a new purchase order is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact are updated
Contact created
Triggers when a new contact is created
Quote created
Triggers when a new quote is created
Payment created
Triggers when a new payment is created
Product created
Triggers when a new product is created
Contact person created
Triggers when a new contact person is created
Pipeline stage created
Triggers when a new pipeline stage is created
Deal created
Triggers when a new deal is created
Product updated
Triggers when any detail of an existing product is updated
Note created
Triggers when a new note is added
Deal updated
Triggers when any detail of an existing deal is updated
Pipeline created
Triggers when a new pipeline is created
Organization created
Triggers when a new organization is created
Organization updated
Triggers when any detail of an existing organization is updated
Activity created
Triggers when a new activity is created
Lead updated
Triggers when any detail of an existing lead is updated
Activity updated
Triggers when any detail of an existing activity is updated
Lead created
Triggers when a new lead is created
Note updated
Triggers when an existing note is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
All Actions - Actions are the automated tasks
Create or update invoice
Create a new invoice or update an existing one using the invoice number
Create bank transaction
Creates a new bank transaction
Create or update quote
Create a new quote or update an existing one using the quote number
Create project
Creates a new project
Create contact
Creates a new contact
Create or update purchase order
Create a new purchase order or update an existing one using the purchase order number
Create or update credit note
Creates a new credit note or update an existing credit note using credit note number
Allocate credit note to invoice
Applies a credit note to an invoice to reduce its outstanding balance
Update purchase order
Updates the details of a purchase order
Update contact
Updates the details of an existing contact
Update invoice
Updates the details of an invoice
Update quote
Updates the details of a quote
Fetch bank transaction
Fetches the details of a bank transaction
Fetch purchase order
Fetches the details of an existing purchase order
Fetch account
Fetches the details of an existing account
Fetch contact
Fetches the details of an existing contact
Fetch bank account
Fetches the details of an existing bank account
Fetch invoice
Fetches the details of an existing invoice
Fetch quote
Fetches the details of an existing quote
Fetch project
Fetches the details of an existing product
Create note
Creates a new note for the selected lead, deal, person, or organization
Create lead
Creates a new lead
Create contact person
Creates a contact new person
Create activity
Creates a new activity
Create product
Creates a new project
Create organization
Creates a new organization
Add products to a deal
Adds multiple products to a deal
Create deal
Creates a new deal
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update contact person
Updates the details of an existing contact person
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Fetch deal
Fetches the details of an existing deal
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch product
Fetches the details of an existing product
Fetch field options
Fetches the specific field options by using its ID or name
What is Xero?
Xero is a cloud-native accounting application built to support the financial operations of small and medium-sized enterprises (SMEs). It offers a centralized platform for managing real-time financial data, automating accounting processes, and integrating seamlessly with third-party business tools.
Similar apps
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
