Xero and Pipedrive

Xero

Triggers

• New invoiceBeta. Runs for each new invoice in Xero, drafts included, with its number, total and due date, and the customer's name and email address. Watches sales invoices, or bills or both if you choose. Invoices already there when the workflow is turned on don't start it, and neither does one dated more than a week before it was entered.
• Invoice paidBeta. Runs when an invoice in Xero is paid in full, with its number, total and the day it was paid, and the customer's name and email address, so you can thank them without looking them up. Watches sales invoices, or bills or both if you choose. Invoices paid before the workflow is turned on don't start it.
• New quoteRuns for each new quote in Xero, drafts included, with its number, customer and total. Quotes already there when the workflow is turned on don't start it.
• Quote added or updatedRuns each time a quote in Xero is added or changes, such as when a customer accepts or declines it, with its status, number and total.
• New credit noteRuns for each new credit note in Xero, for customers or suppliers, with its number, contact and total.
• New purchase orderRuns for each new purchase order in Xero, drafts included, with its number, supplier and total.

Actions

• Get the organisationRead the connected Xero organisation: its name, country, base currency, financial year end and lock dates.
• List accountsList the organisation's chart of accounts. Use it to find the account code a line item should post to.
• List tax ratesList the organisation's tax rates and the tax type codes line items use to override the default rate.
• Create a contactCreate a customer or supplier contact. Xero refuses a name another contact already holds, archived ones included.
• Update a contactChange a contact's details. Anything left blank keeps the value Xero already holds.
• Get a contactRead one contact in full: their name, email address, the person to address, phone numbers, addresses and what they owe. The email address is empty if Xero has none.

Pipedrive

Triggers

• New dealRuns for each new deal in Pipedrive, in any pipeline. Deals already there when the workflow is turned on don't start it.
• New personRuns for each new person (contact) added in Pipedrive. People already there when the workflow is turned on don't start it.
• Deal stage changedRuns when a deal moves to another stage in Pipedrive, or only when it moves into the stage you choose.
• Deal wonRuns when a deal is marked won in Pipedrive, in any pipeline, with its title, its value, and the names and email addresses of its organization, contact person and owner. Deals won before the workflow is turned on don't start it.
• New organizationRuns for each new organization (company) added in Pipedrive. Organizations already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New activityRuns for each new activity (call, meeting, task and the rest) scheduled in Pipedrive, by anyone. Activities already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

• Create a personAdd a person to Pipedrive, optionally with an email, a phone number and the organization they work for.
• Get a personRead one person from Pipedrive by their ID.
• Update a personChange a person's name, contact details, owner, labels or organization. Fields left blank keep their current value.
• List personsList people in Pipedrive, one page at a time, optionally narrowed to an organization or an owner.
• Search personsFind people by name, email, phone or notes. Use this to look someone up when you have their email rather than their ID.
• Delete a personDelete a person. Pipedrive keeps them recoverable for 30 days before removing them permanently.