Invoicing - Xero Integration ⌛️💸
Mereana Sheehan_40
Member Posts: 32 VERIFIED MEMBER
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
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
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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!
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