How can I filter which subscription deals generate invoices?

DryMerge allows you to set criteria to filter subscription deals, such as deal stage or subscription type.

Can I customize the invoice template?

Yes, you can customize the recurring invoice template in Xero to match your company’s branding and specific needs.

Which people use this automation? What do they use it for?

This automation is used by finance teams and subscription managers to ensure seamless and consistent billing, reducing manual invoicing tasks.

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Pipedrive + Xero

Create Recurring Xero Invoices from Subscription Deals in Pipedrive

Simplify your subscription management by automatically generating recurring invoices in Xero for subscription deals managed in Pipedrive. This automation helps businesses provide consistent billing for subscription-based products or services, reducing manual invoicing tasks.

New Subscription Deal

Triggers for new subscription deals in Pipedrive.

Create Recurring Invoice

Generates a recurring invoice in Xero.

See more Pipedrive to Xero integrations or use AI to customize your automation.

or pick a common variation below

Create Xero Purchase Orders for New Supplier Deals in Pipedrive

Pipedrive + Xero

Create Xero Invoices for Pipedrive Deals Won

Pipedrive + Xero

Create Xero invoices from closed deals in Pipedrive

Pipedrive + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create recurring Xero invoices from subscription deals in Pipedrive"

Create recurring Xero invoices from subscription deals in Pipedrive

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Pipedrive + Xero.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

Related apps

HubSpot

CRM Platform

Salesforce

Sales CRM

Microsoft Excel

Spreadsheets

Get Started with DryMerge

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