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.
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.pipelinedeals Integrations
Xero + pipelinedealsUpdate Company in pipeline deals when New Bill is created in Xero Read More...
It's easy to connect Xero + pipelinedeals without coding knowledge. Start creating your own business flow.
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)
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
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.
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.
Xero is a cloud-based accounting software designed for small businesses that makes it easy to manage money. It has become more popular because of its simplicity and ease of use.
Pipelinedeals is a cloud-based sales pipeline management software for small businesses. It helps small business owners to improve their sales efficiency by allowing them to see the high potential leads, manage tasks and fplow up with the right prospects using email and social media. It also helps small businesses to get more feedback about their products and services.
Xero and pipelinedeals are integrated to help small business owners save time and get more money with less effort.
The integration of Xero and pipelinedeals will provide many benefits which include:
The process to integrate Xero and pipelinedeals 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.