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pipelinedeals + Xero Integrations

Appy Pie Connect allows you to automate multiple workflows between pipelinedeals and Xero

  • No code
  • No Credit Card
  • Lightning Fast Setup
About pipelinedeals

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 Integrations

Best ways to Integrate pipelinedeals + Xero

  • pipelinedeals Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    Close
    When this happens...
    pipelinedeals Moved Deal
     
    Then do this...
    Xero 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

    pipelinedeals + Xero

    Create Sales Invoice from Xero from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Xero Create Sales Invoice
  • pipelinedeals Xero

    pipelinedeals + Xero

    Create Bill from Xero from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Xero Create Bill
  • pipelinedeals Xero

    pipelinedeals + Xero

    Create Purchase Order from Xero from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Xero Create Purchase Order
  • pipelinedeals Xero

    pipelinedeals + Xero

    Create/Update Contact from Xero from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Xero Create/Update Contact
  • pipelinedeals {{item.actionAppName}}

    pipelinedeals + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect pipelinedeals + Xero in easier way

It's easy to connect pipelinedeals + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

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

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How pipelinedeals & Xero Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from pipelinedeals to Xero.

    (2 minutes)

  6. 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.