When a deal is marked 'Won' in Pipedrive, this automation immediately creates a draft invoice in Xero with the client name, deal value, and line items pulled from the CRM. Your bookkeeper sees a ready-to-send invoice without waiting for a sales handoff email. Cash flow moves faster because billing starts the same day the deal closes.
Create a Zapier or Make scenario triggered when a Pipedrive deal stage changes to 'Won'.
Pull the deal's contact name, email, value, and product line items from Pipedrive.
Search Xero for an existing contact matching the email; create one if none exists.
Create a draft invoice in Xero with the deal amount, line item description, and a 14-day due date.
Send a Slack notification to your finance channel with the invoice draft link so it can be reviewed and sent.
Create a Zapier or Make scenario triggered when a Pipedrive deal stage changes to 'Won'.
Pull the deal's contact name, email, value, and product line items from Pipedrive.
Search Xero for an existing contact matching the email; create one if none exists.
Create a draft invoice in Xero with the deal amount, line item description, and a 14-day due date.
Send a Slack notification to your finance channel with the invoice draft link so it can be reviewed and sent.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the gap between deal close and invoice sent so you get paid faster, and spend far less time on manual data entry.
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