See llms.txt for all machine-readable content.

Pipedrive and Xero integration

Save yourself the work of writing custom integrations for Pipedrive and Xero and use n8n instead. Build adaptable and scalable Sales, workflows that work with your technology stack. All within a building experience you will love.

Get Started See n8n in action

How to connect Pipedrive and Xero

Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Pipedrive and Xero integration: Create a new workflow and add the first step

Create and approve Xero invoices from Pipedrive Closed Won deals with Slack

Quick overview This workflow triggers when a Pipedrive deal is moved into the Closed Won stage, creates a matching draft invoice in Xero, and posts it to Slack for approval before authorising and emailing the invoice to the customer. How it works Triggers when a deal changes in Pipedrive and continues only when the deal newly enters the configured Closed Won stage. Fetches the deal’s person details from Pipedrive and prepares the contact name and email for invoicing. Searches Xero for an existing contact by email (or by name if email is missing) and creates a new Xero contact if none is found. Pulls the deal’s products from Pipedrive, builds Xero invoice line items (or falls back to the deal title/value), and creates an ACCREC draft invoice in Xero with calculated due date and configured currency. Sends the draft invoice details to a Slack channel and waits for an Approve & Send or Reject decision. If approved, updates the invoice in Xero to AUTHORISED and emails it via Xero when an email address is available, then posts a confirmation to Slack. If rejected, leaves the invoice as a draft in Xero and posts a rejection notice to Slack. Setup Connect your Pipedrive credentials and ensure the Pipedrive deal-change trigger webhook is registered for your Pipedrive account. Connect your Xero OAuth2 credentials, set your Xero tenant ID (Xero-tenant-id), and confirm your organisation supports the configured invoice currency. Connect your Slack OAuth2 credentials and set the target finance channel for the approval and notification messages. Update the workflow configuration values (Closed Won stage ID, sales account code, tax type, invoice currency, and payment terms days) to match your Pipedrive pipeline and Xero chart of accounts. Ensure Pipedrive deals have an associated person and email address if you want invoices to be emailed automatically from Xero. Requirements Pipedrive API credential + trigger Action change / Entity deal Xero OAuth2 (contacts + invoices); org must be subscribed to the invoice currency (this tenant: INR) Slack OAuth2 with permission to post + send-and-wait in the finance channel Closed Won mapped to the correct stage_id (here: 84) Client person email in Pipedrive for the auto-email step Valid Xero sales account code + tax type for your org After any edit: click Publish so the live version matches the draft Additional info Connect with us: Website: https://www.intuz.com/n8n-workflow-automation-templates/ Email: [email protected] LinkedIn: https://www.linkedin.com/company/intuz For Custom Workflow Automation Get Started: https://n8n.partnerlinks.io/intuz

Get started with this workflow

Popular ways to use the Pipedrive and Xero integration

Create and approve Xero invoices from Pipedrive Closed Won deals with Slack

Build your own Pipedrive and Xero integration

Create custom Pipedrive and Xero workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Pipedrive supported actions

Xero supported actions

Pipedrive and Xero integration details

Pipedrive

Pipedrive

Pipedrive is a sales-focused Customer Relationship Management tool that teams of all sizes love using. At the core of Pipedrive is pipeline management, and it features key sales functionalities: automations, email integration and a decent selection of partner integrations.

Related categories

Xero

Xero

Xero is a powerful cloud-based accounting software product that lets small-businesses, accountants and bookkeepers manage their finances from anywhere and integrate with more than 1,000 apps. The Xero App Store makes it easy to navigate and find the right apps for your business needs.

Related categories

Other integrations with Pipedrive and Xero

With Pipedrive

With Xero

Supercharge your CRM

Need a more powerful integration with your CRM? n8n lets you go beyond standard integrations offered by popular CRMs!

Learn more

Pipedrive and Xero integration tutorials

FAQ about Pipedrive integrations

Looking to integrate Slack and VirusTotal in your company?

Contact Sales
Three colleagues talking around laptops at a shared desk

Trusted by teams building smarter workflows.

Why

Why use n8n to integrate Pipedrive with Xero

Handle branching, merging and iteration easily. Pause your workflow to wait for external events.

Re-run single steps to test changes in no time. And pin your data to avoid generating trigger events every time you execute.

Your data is displayed alongside your settings, making edge cases easy to track down.

Use 1000+ workflow templates available from our core team and our community.

Copy and paste, easily import and export workflows.

  • n8n makes complex workflows easy to build, and versatile enough for me to add my own 'secret sauce.'

    Danny Melamed
  • Two colleagues sitting on a bench with a laptop

    I have found the holy grail of automation.

    Luisa Vidal

  • n8n’s integration with third-party services is absolutely mind-blowing. It’s like a Swiss army knife for automation.

    Felix Leber

  • n8n is the tool that turns 'I have an idea' into 'it's running in production' faster than anything else.

    Ric Neves

  • Anything is possible with n8n. I think the cloud version is great, they are doing amazing stuff.

    Robyn Tindall

  • n8n’s integration with third-party services is absolutely mind-blowing. It’s like a Swiss army knife for automation.

    Nanbing

  • Thank you to the n8n community. I did the beginners course and promptly took an automation WAY beyond my skill level.

    Charley Mann

  • I love the flexibility of n8n and how it lets different applications work together in a single workflow.

    Ray Fourie

  • n8n is the glue that holds many of our systems together.

    Paul Cook

  • I can move fast, go deep when things get complex, and never feel boxed in.

    Ali Mazloum

Simple enough to 
understand + sophisticated 
enough to ship

Start building
Man in a brown jacket working at his desk by a window