Pipedrive + Xero
Generate Xero Credit Notes for Refunded Deals in Pipedrive
Manage your refunds efficiently by creating credit notes in Xero for any deal refunded in Pipedrive. This automation helps maintain accurate financial records and simplifies the process of handling client refunds.
Refunded Deal
Triggers when a deal is marked as refunded in Pipedrive.
Create Credit Note
Generates a credit note in Xero for the refunded deal.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Generate Xero credit notes for refunded deals in Pipedrive"
Generate Xero credit notes for refunded 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.
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+ 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.
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