Create new invoices in Xero from new deals in Pipedrive
Make.com8 modulesv1.0PipedriveXero
This 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. The 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.
About this workflow
This 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.
The 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.
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
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- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with Make.com
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