PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
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
pipelinedeals + XeroCreate Sales Invoice from Xero from list deal stages to pipeline deals Read More...
pipelinedeals + XeroCreate Bill from Xero from list deal stages to pipeline deals Read More...
pipelinedeals + XeroCreate Purchase Order from Xero from list deal stages to pipeline deals Read More...
pipelinedeals + XeroCreate/Update Contact from Xero from list deal stages to pipeline deals Read More...
It's easy to connect pipelinedeals + Xero without coding knowledge. Start creating your own business flow.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
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 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.
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.
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.