Xero Accounting Data Now Works for Sales—in Pipeliner CRM!

Xero is Cloud-based accounting and payroll software for small businesses—elegant, simple, and powerful.

Xero-Pipeliner Integration

Accounting and Sales work seamlessly together through Zapier integration between Xero and Pipeliner CRM. Account info, invoices and contact records all benefit from bi-directional syncing of data between the systems. Now your Sales department can see customers’ accounting information, and use that knowledge to become more efficient.

Pipeliner to Xero Integration by Zapier

Xero-Pipeliner Integration by Zapier

Zap Triggers for Pipeliner

New Contact; Triggered when you add a new contact.
New expense claim receipt; Triggered when you add a new draft expense claim receipt.
New bill; Triggered when you add a new bill. ( Accounts Payable)
New payment; Triggered when you receive a new payment.
New sales Invoice; Triggered when you add a new sales invoice (Accounts Receivable)

Zap Searches for Pipeliner

Zappier doesn’t have any searches feature yet for Xero, but they are working on it.

Zap Actions for Pipeliner

Create Bill; Creates a new bill (Accounts Payable)
Create Sales Invoice; Creates a new sales invoice (Accounts Receivable)
Create/Update Contact; Creates a new contact or updates a contact if a contact already exists.
Create Payment; Applies a payment to an invoice.