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
Credit note created
Triggers when a new credit note is created
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
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
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
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
Payment created
Triggers when a new payment is created
Product created or updated
Triggers when a new product is created or an existing one is 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
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
Quote created
Triggers when a new quote is created
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
Activity updated
Triggers when any detail of an existing activity is updated
Pipeline created
Triggers when a new pipeline is created
Product updated
Triggers when any detail of an existing product is updated
Note updated
Triggers when an existing note is updated
Project updated
Triggers when any detail of an existing project is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Lead updated
Triggers when any detail of an existing lead is updated
Lead created
Triggers when a new lead is created
Note created
Triggers when a new note is added
Organization updated
Triggers when any detail of an existing organization is updated
Organization created
Triggers when a new organization is created
Deal updated
Triggers when any detail of an existing deal is updated
Contact person created
Triggers when a new contact person is created
Deal created
Triggers when a new deal is created
Project created
Triggers when a new project is created
Pipeline stage created
Triggers when a new pipeline stage is created
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 or update contact
Creates a new contact or updates the details of an existing account
Email invoice
Triggers when you send an approved Xero invoice to your customer via email
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
Create or update product
Creates a new product or update an existing one using the product item code
Update invoice
Updates the details of an invoice
Update quote
Updates the details of a quote
Update product
Updates the details of an existing product
Update purchase order
Updates the details of a purchase order
Update contact
Updates the details of an existing contact
Fetch quote
Fetches the details of an existing 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 project
Fetches the details of an existing project
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 product
Fetches the details of an existing product
Create note
Creates a new note for the selected lead, deal, person, or organization
Add products to a deal
Adds multiple products to a deal
Create contact person
Creates a new contact person
Create lead
Creates a new lead
Create deal
Creates a new deal
Create activity
Creates a new activity
Create project
Creates a new project
Create organization
Creates a new organization
Create product
Creates a new product
Update lead
Updates the details of an existing lead
Update organization
Updates the details of an existing organization
Update activity
Updates the details of an existing activity
Update project
Updates the details of an existing project
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
Update deal
Updates the details of an existing deal
Fetch user
Fetches the details of an existing user
Fetch lead
Fetches the details of an existing lead
Fetch field options
Fetches the specific field options by using its ID or name
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch activity
Fetches the details of an existing user activity
Fetch contact person
Fetches the details of an existing contact person
Fetch project
Fetches the details of an existing project
Fetch organization
Fetches the details of an existing organization
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
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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