Create Pipedrive deal when Xero adds contact
by
1 ready-made Pipedrive and Xero Applets
Turn one on, or build your own. Pipedrive can start an automation with "New activity", and IFTTT can then run "Create a bill" on Xero.
Automate Pipedrive and Xero from your AI assistant
Ask Cursor to create Pipedrive applets that build deals and log activities, right from your AI assistant, with IFTTT MCP.
Set up IFTTT MCP
Create your own Pipedrive and Xero workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
15 triggers, queries, and actions
Bill due soon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a bill is due within the number of days you specify in the organisation you select.
Invoice overdue
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a sales invoice becomes overdue in the organisation you select.
Invoice paid
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a sales invoice is fully paid in the organisation you select.
New activity
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when there is a new activity.
New contact
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new contact is created in the organisation you select.
New deal
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when there is a new deal.
New deal matching filter
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when there is a new deal which matches a Pipedrive filter.
New sales invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new sales invoice is created in the organisation you select.
Get cash balance
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the current balance of the bank account you select in the organisation you select.
Look up an invoice
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the details of the sales invoice whose number you specify.
Create a bill
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a bill payable to the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create a sales invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales invoice for the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create activity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create an activity.
Create deal
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new deal.
Create or update a contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a contact, or update the matching contact, in the organisation you select. The contact name is the match key for updates.
Bill due soon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a bill is due within the number of days you specify in the organisation you select.
Create a bill
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a bill payable to the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create a sales invoice
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a sales invoice for the contact you specify in the organisation you select. The contact is created in Xero if it doesn't already exist.
Create activity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create an activity.
Create deal
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new deal.
Create or update a contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a contact, or update the matching contact, in the organisation you select. The contact name is the match key for updates.
Get cash balance
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the current balance of the bank account you select in the organisation you select.
Invoice overdue
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a sales invoice becomes overdue in the organisation you select.
Invoice paid
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a sales invoice is fully paid in the organisation you select.
Look up an invoice
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the details of the sales invoice whose number you specify.
New activity
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when there is a new activity.
New contact
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new contact is created in the organisation you select.
Build an automation in seconds!
If
Select a trigger the automation will use
Bill due soon
Invoice overdue
Invoice paid
New activity
New contact
New deal
New deal matching filter
New sales invoice
Then
Select an action the automation will perform
Create a bill
Create a sales invoice
Create activity
Create deal
Create or update a contact
You can add delays, queries, and more actions in the chat.
GET STARTED
How to connect to a Pipedrive automation
Find an Applet using Pipedrive and Xero
Find an automation to connect to, or create your own!Connect IFTTT to your accounts
Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!Make more happen with your credits
-
More credits, more possibilities
Get more credits per month to power more automation activity. -
Power more advanced automations
Use credits to power your automations, including actions that require more processing. -
Access faster speeds and higher rate limits
Get faster updates and more actions with increased rate limits and more frequent checks.
Pipedrive and Xero tips, tools, and resources
More on Pipedrive and Xero
About Pipedrive
Pipedrive and IFTTT let you build automations around your deals and sales activities to keep your pipeline moving.
About Xero
Xero and IFTTT let you trigger actions off your invoices and bills, plus create new records across your accounting.