Integrate Xero with Pipedrive to automate your work

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a Sales Invoice is updated.

Creates or updates one or more stock items.

Creates a new Spend/Receive Money bank transaction.

Creates a new contact or updates a contact if a contact already exists.

Creates a new credit note for a contact.

Creates an inventory item.

Creates a new sales invoice (Accounts Receivable).

Creates a new project for a contact.

Creates a repeated sales invoice (Accounts Receivable)

Updates existing sales invoice (Accounts Receivable).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a Purchase Order

Returns a list of History Records for a given Invoice ID.

Finds or creates a specific contact.

Triggers when an existing deal is updated.

Triggers when an existing person is updated.

Adds a product to a deal.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person.

Creates a new project.

Updates an existing activity.

Updates an existing lead.

Updates an existing person.

Updates an existing task.

Finds an activity by subject.

Finds multiple deals by title, notes or custom fields (with line item support).

Finds a lead by title or field value.

Finds a note by ID.

Finds an organization.

Finds a product by name.

Finds a project or projects by title or other fields.

Finds a user by name, email or ID.

Finds a deal by name, or creates one if none is found.

Finds a lead by name, or creates one if none is found.

Finds a person by name, or creates one if none is found.

Finds a project by name, or creates one if none are found.

Triggers when a contact is created or updated.

Triggers when a quote is created or updated.

Allocates a credit note to an invoice.

Transfers money between two bank accounts.

Creates a new quote draft.

Send Sales Invoice by Email

Creates a new bill (Accounts Payable).

Applies a payment to an invoice.

Creates a new purchase order for a contact.

Updates an existing Purchase Order.

Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.

Finds a contact by name or account number.

Finds an invoice by number or reference.

Finds an item by name or code.

Finds or creates an item.

Triggers when an activity newly matches a Pipedrive filter for the first time.

Triggers when a deal newly matches a Pipedrive filter for the first time.

Triggers when an organization newly matches a Pipedrive filter for the first time.

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Adds an existing label to an existing person.

Creates a new activity.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization.

Creates a new product.

Creates a new task.