Pipedrive Xero Integration

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Easily set up Pipedrive Xero Integration without coding. Start automating your workflows and Integrate Pipedrive with Xero today.

View all (38) Triggers (21) Actions (17)

Deal Matching Filter

Triggers every time a deal matches a Pipedrive filter.
New Activity

Triggers upon an addition of a new activity in Pipedrive.
New Deal

Triggers every time a new deal is created.
New Organization

Triggers when a new organization is created.
New Person

Triggers when a new person is added.
Organization Matching Filter

Triggers every time an organization matches a Pipedrive filter.
Person Matching Filter

Triggers whenever a person matches a Pipedrive filter.
Updated Deal

Triggers upon a updation in an existing deal.
Updated Organization

Triggers when changes are made in an existing organization.
Updated Person

Triggers when an existing contact is updated.
New Bill

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

Triggered when you add a new contact.
New Or Updated Purchase Order

Triggered when an exiting purchase order is updated.
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)
New purchase order

Triggered when a purchase order is created.
Updated Contact

Triggered when you update an exiting contact.
Updated Quote

Triggered when an exiting quote is updated.
Updated Sales Invoice

Triggered when you update an exiting sales invoice. (Accounts Receivable)
Updated purchase order

Triggered when an exiting purchase order is updated.
Create Activity

Creates a new activity.
Create Deal

Creates a new deal.
Create Note

Creates a new note.
Create Organization

Creates a new organization.
Create Person

Creates a new person.
Update Deal

Updates an existing deal.
Update Organization

Updates an existing organization.
Update Person

Updates an existing person.
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.

Deal Matching Filter

Triggers every time a deal matches a Pipedrive filter.
New Activity

Triggers upon an addition of a new activity in Pipedrive.
New Deal

Triggers every time a new deal is created.
New Organization

Triggers when a new organization is created.
New Person

Triggers when a new person is added.
Organization Matching Filter

Triggers every time an organization matches a Pipedrive filter.
Person Matching Filter

Triggers whenever a person matches a Pipedrive filter.
Updated Deal

Triggers upon a updation in an existing deal.
Updated Organization

Triggers when changes are made in an existing organization.
Updated Person

Triggers when an existing contact is updated.
New Bill

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

Triggered when you add a new contact.
New Or Updated Purchase Order

Triggered when an exiting purchase order is updated.
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)
New purchase order

Triggered when a purchase order is created.
Updated Contact

Triggered when you update an exiting contact.
Updated Quote

Triggered when an exiting quote is updated.
Updated Sales Invoice

Triggered when you update an exiting sales invoice. (Accounts Receivable)
Updated purchase order

Triggered when an exiting purchase order is updated.

Create Activity

Creates a new activity.
Create Deal

Creates a new deal.
Create Note

Creates a new note.
Create Organization

Creates a new organization.
Create Person

Creates a new person.
Update Deal

Updates an existing deal.
Update Organization

Updates an existing organization.
Update Person

Updates an existing person.
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.

Integrate Pipedrive with Xero

How Pipedrive and Xero Integrations Work

Follow the steps below to start setting up your Pipedrive integrations using Appy Pie Automate:

Step 1: Select Trigger

Choose Pipedrive as the trigger app, select event, authenticate & successfully Test
Step 2: Select Action

After completing the trigger test, select Xero as the action app from the list.
Step 3: Authenticate

Connect your Xero account & authenticate it.
Step 4: Setup & Test

Select the data you want to send from Pipedrive to Xero & your AI Agent is ready!

Pipedrive and Xero Integration

Choose the app you want to Integrate with Pipedrive and Xero

Popular Templates for Pipedrive and Xero Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

Create Xero invoices for Pipedrive deals upon reaching specific stages

When this happens:

Deal Matching Filter
Then do this:

Create Sales Invoice

Use template for free

Create Bill to Xero from New Deal in Pipedrive

When this happens:

New Deal
Then do this:

Create Bill

Use template for free

Create Purchase Order to Xero from New Deal in Pipedrive

When this happens:

New Deal
Then do this:

Create Purchase Order

Use template for free

Create Bank Transfer to Xero from New Deal in Pipedrive

When this happens:

New Deal
Then do this:

Create Bank Transfer

Use template for free

Create Credit Note to Xero from New Deal in Pipedrive

When this happens:

New Deal
Then do this:

Create Credit Note

Use template for free

Streamline Your Workflow with Appy Pie Automation

Frequently Asked Questions

What Is Pipedrive?

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
What Is 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.
How Pipedrive and Xero Integrations Work?
The integration between Pipedrive and Xero is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Pipedrive and Xero. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between Pipedrive and Xero secure?
While assessing the security of integrating Pipedrive with Xero, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Pipedrive-Xero integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Pipedrive and Xero integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

Page reviewed by Abhinav Girdhar | Last Updated on January 12, 2025, 10:22 am

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Pipedrive Xero Integration

Appy Pie Automate allows you to Integrate Pipedrive with Xero using AI Agents

20 Million man hours saved

Simplify Pipedrive Xero Integration with seamless setup

Easily set up Pipedrive Xero Integration without coding. Start automating your workflows and Integrate Pipedrive with Xero today.

Deal Matching Filter

New Activity

New Deal

New Organization

New Person

Organization Matching Filter

Person Matching Filter

Updated Deal

Updated Organization

Updated Person

New Bill

New Contact

New Or Updated Purchase Order

New Payment

New Quote

New Sales Invoice

New purchase order

Updated Contact

Updated Quote

Updated Sales Invoice

Updated purchase order

Create Activity

Create Deal

Create Note

Create Organization

Create Person

Update Deal

Update Organization

Update Person

Create Bank Transfer

Create Bill

Create Credit Note

Create New Quote Draft

Create Payment

Create Purchase Order

Create Sales Invoice

Create/Update Contact

Create/Update Item (Product)

Deal Matching Filter

New Activity

New Deal

New Organization

New Person

Organization Matching Filter

Person Matching Filter

Updated Deal

Updated Organization

Updated Person

New Bill

New Contact

New Or Updated Purchase Order

New Payment

New Quote

New Sales Invoice

New purchase order

Updated Contact

Updated Quote

Updated Sales Invoice

Updated purchase order

Create Activity

Create Deal

Create Note

Create Organization

Create Person

Update Deal

Update Organization

Update Person

Create Bank Transfer

Create Bill

Create Credit Note

Create New Quote Draft

Create Payment

Create Purchase Order

Create Sales Invoice

Create/Update Contact