New invoices in xero — Updating leads in Pipedrive

The scenario catches new invoices in xero and updates leads in Pipedrive. Runs on its own, no manual copying.

  • Every invoice from xero updates the client's record in Pipedrive right away.
  • Invoice statuses are always current in the record.
  • No manually marking issued invoices.
Xero
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How it works

To pass leads from Pipedrive to Xero automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Schedule
  2. Then: Xero
  3. Then: Copper

You can launch this Pipedrive + Xero integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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