How can I filter which invoices update the deals?

DryMerge allows you to set criteria such as invoice amount, payment date, or customer type to filter which invoices should update the deals.

Can I specify which deal fields to update?

Yes, you can choose which fields in Pipedrive deals should be updated with the payment status from Xero invoices.

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

This automation is used by sales and finance teams to keep track of payment statuses and ensure accurate deal management.

Home Contact Pricing Apps Blog

Pipedrive + Xero

Update Pipedrive Deals with Xero Invoice Payments

Ensure accurate deal tracking by updating Pipedrive deals with the payment status from Xero invoices. This automation helps maintain consistency between your sales pipeline and financial records.

Invoice Payment Made

Triggers when a payment is made on a Xero invoice.

Update Deal Payment Status

Updates the payment status in the related Pipedrive deal.

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

or pick a common variation below

Create Pipedrive deals from new Xero contacts

Pipedrive + Xero

Notify Sales Reps of Xero Invoice Payments 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, "Update Pipedrive deals with Xero invoice payments"

Update Pipedrive deals with Xero invoice payments

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

Home Contact Pricing Privacy Policy Terms of Service Limited Use