Create new invoices in Xero from new deals in Pipedrive - Make Workflow | Neura Market

    Create new invoices in Xero from new deals in Pipedrive

    his template regularly checks for new deals entering a specific stage in Pipedrive and uses the retrieved information to create a new invoices in Xero. Your Pipedrive deal needs to have products associated with it. he template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

    Platform
    Make
    Category
    Finance & Accounting
    Price
    Free
    Creator
    BestWorkflows
    • automation
    • make
    • pipedrive
    • builtin
    • xero
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    How to import this workflow into Make

    1. 1Purchase or download the workflow to get the Make blueprint JSON file.
    2. 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
    3. 3Reconnect each module to your own app connections when prompted.
    4. 4Run the scenario once to verify it, then set your schedule and turn it on.

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