Xero app in Pipedrive

Vivet

I'm using the Xero app in Pipedrive, but I’m not sure how it's actually create invoice?

Calum

there is a few xero app in the marketplace can you specify which one? I used this one seemed to do a good job of the basics https://www.pipedrive.com/en/marketplace/app/xero-business-team-automation-sync-q/45175c5cd8a0c61c

I ended up opting just to use make.com to connect pipedrive → Xero to generate invoice and my use case and specifics required it.

Amit Sarda (AmitSarda.xyz)

Better to use Make/Integromat or Zapier or Relay.app.

Cloudify

Hi @Vivet :
We have an integration with Xero on the Pipedrive martketplace. This helps you create a draft invoice or quote directly in Xero when your Pipedrive deal moves to a certain stage. It comes with a free trial if you want to explore it further. We provide 1-on-1 support for any query related to the integration. Hope you find the right integration for your requirement soon :)