How can I filter supplier deals generating purchase orders?

DryMerge allows you to set criteria such as deal tags, deal stages, or categories to filter which deals should generate purchase orders.

Can I customize the purchase order details?

Yes, you can customize the details of the purchase orders in Xero to ensure they meet your specific requirements and standards.

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

This automation is used by procurement and finance teams to streamline order creation and ensure accurate and efficient supplier management.

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Pipedrive + Xero

Create Xero Purchase Orders for New Supplier Deals in Pipedrive

Optimize your purchasing process by automatically creating purchase orders in Xero for new deals tagged as supplier deals in Pipedrive. This automation helps procurement teams streamline their workflows and maintain efficient supplier management.

New Supplier Deal

Triggers when a new supplier deal is added to Pipedrive.

Create Purchase Order

Generates a purchase order in Xero for the new deal.

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

or pick a common variation below

Generate Xero Purchase Orders from Pipedrive Deals

Pipedrive + Xero

Generate Xero Credit Notes for Refunded Deals in Pipedrive

Pipedrive + Xero

Create Xero Invoices for Pipedrive Deals Won

Pipedrive + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Xero purchase orders for new supplier deals in Pipedrive"

Create Xero purchase orders for new supplier 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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