Invoicing - Xero Integration ⌛️💸

Mereana Sheehan_40
Mereana Sheehan_40 Posts: 32
edited July 24 in What's New #1

08/04/2019

Create invoices from Pipedrive's Deal Detail View without having to send emails to your accountant colleagues or copy and paste data between Pipedrive and Xero

 

image

 

image

 

With the Pipedrive–Xero integration app you can now create invoices from the deal details view without having to send emails to accountants.

For installation steps and more info, read here

xero_integration_hero--webp.png
pipedrive_xero--webp.png

Comments

  • Haley Peloquin
    Haley Peloquin Posts: 12
    edited November 2020 #2

    Hey! Is it possible to create a Pipedrive automation to change the stage of the deal in Pipedrive when the Xero status of the invoice changes to paid?
    Not sure if that Xero stage's are tracked anywhere in Pipedrive; draft, awaiting approval, paid, etc.

    Thanks!