pipelinedeals + Xero Integrations
Appy Pie Connect allows you to automate multiple workflows between pipelinedeals and Xero
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
About Xero
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Xero IntegrationsBest ways to Integrate pipelinedeals + Xero
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When this happens...
Moved Deal
Then do this...
Create Sales Invoice
Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.How It Works- A new deal is added in your PipelineDeals
- Appy Pie Connect automatically creates a new sales invoice in Xero.
What You Need- PipelineDeals account
- Xero account
pipelinedeals + Xero
Create Sales Invoice from Xero from list deal stages to pipeline deals Read More...When this happens...
list deal stages
Then do this...
Create Sales Invoice
pipelinedeals + Xero
Create Bill from Xero from list deal stages to pipeline deals Read More...When this happens...
list deal stages
Then do this...
Create Bill
pipelinedeals + Xero
Create Purchase Order from Xero from list deal stages to pipeline deals Read More...When this happens...
list deal stages
Then do this...
Create Purchase Order
pipelinedeals + Xero
Create/Update Contact from Xero from list deal stages to pipeline deals Read More...When this happens...
list deal stages
Then do this...
Create/Update Contact
When this happens...{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect pipelinedeals + Xero without coding knowledge. Start creating your own business flow.
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Deal Status Changed
Triggers when a deal in your PipelineDeals account is updated from one status to another.
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Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
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New Company
Triggers when a new company is created in your PipelineDeals account.
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New Deal
Triggers when a new deal is created in your PipelineDeals account.
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New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
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get event categories
get event categories
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list Person
Hidden Trigger to list Person list
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list deal stages
list deal stages
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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Create Activity
Creates a new activity associated to an existing person, company or deal.
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Create Company
Creates a new company in your PipelineDeals account.
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Create Deal
Creates a new deal in your PipelineDeals account.
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Create Person
Creates a new person in your PipelineDeals account.
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Create Task
Creates a new calendar task in your PipelineDeals account.
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Update Company
Updates an existing company in your PipelineDeals account.
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Update Deal
Updates an existing deal in your PipelineDeals account.
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Update Person
Updates an existing person in your PipelineDeals account.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
How pipelinedeals & Xero Integrations Work
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Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from pipelinedeals to Xero.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of pipelinedeals and Xero
pipelinedeals?
Pipelinedeals is a leading provider of back-office accounting software in the North American market. It offers a suite of products that cover the entire spectrum of accounting and financial services for clients including bookkeeping, payrpl, and tax preparation. It serves small and medium-sized businesses. It was founded in 2003 by David Brown and has maintained its leadership position in the industry since then. The company is headquartered in Boston, Massachusetts.
Xero?
Xero is a cloud-based accounting software. It provides an integrated and easy-to-use spution for businesses to manage their finances. The platform enables users to manage and automate their business from within one application. It provides real-time insights into their financial health and allows them to communicate with their customers, suppliers and employees easily. It is used by thousands of businesses across the world.
Integration of pipelinedeals and Xero
Pipelinedeals announced integration with Xero on July 12, 2014. It will enable clients of Pipelinedeals to seamlessly transfer financial data between online banking systems and Pipelinedeals’ accounting software. It will also allow them to import bank statements directly into Xero without the need to re-key data manually. The integration will bring together two leaders in the industry and offer a simple way to conspidate financial information as well as make it easier for clients to work with their accountants and generate reports for their books and records.
Benefits of Integration of pipelinedeals and Xero
The integration of pipelinedeals with Xero will help their clients save time and money. With the integration, financial information will be generated automatically, thus reducing manual effort. This will reduce the risk of errors or omissions that might occur while generating financial information manually. Additionally, it will help clients track expenses more effectively because they will have access to real-time information about their business finances.
The process to integrate pipelinedeals and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
