Pipefy and Xero integrations and automations

Do everything in one place

Customize your Pipefy and Xero integration with the following triggers and actions.

Triggers

When this happens…

Pipefy
  • New card Real-time
    New card in Pipefy
  • Deleted card Real-time
    Deleted card in Pipefy
  • Card done Real-time
    Card done in Pipefy
  • Card expired Real-time
    Card expired in Pipefy
  • Updated card Real-time
    Updated card in Pipefy
  • Card late Real-time
    Card late in Pipefy
  • Moved card Real-time
    Moved card in Pipefy
  • Card overdue Real-time
    Card overdue in Pipefy
  • New record Real-time
    New record in Pipefy
  • Record done Real-time
    Record done in Pipefy
  • Updated record Real-time
    Updated record in Pipefy
  • Record overdue Real-time
    Record overdue in Pipefy

    • Any other trigger you can think up

Xero
  • New/updated credit note
    New/updated credit note in Xero
  • New/updated item
    New/updated item in Xero
  • New/updated overpayment
    New/updated overpayment in Xero
  • New/updated prepayment
    New/updated prepayment in Xero
  • New/updated account
    New or updated account in Xero
  • New/updated bill
    New/updated bill in Xero
  • New/updated contact
    New/updated contact in Xero
  • New/updated employee
    New or updated employee in Xero
  • New/updated invoice
    New/updated invoice in Xero
  • New/updated payment
    New or updated payment in Xero

    • Any other trigger you can think up

Actions

Do this…

Pipefy
  • Custom action
    Custom action in Pipefy (Custom)
  • Create card
    Create Card in Pipefy
  • Create record
    Create a Database record in Pipefy
  • Delete card
    Delete card in Pipefy
  • Delete record
    Delete record in Pipefy
  • Get a card by ID
    Get a card by ID in Pipefy
  • Get cards by field
    Get cards by field in Pipefy
  • Get cards by phase
    Get cards by phase in Pipefy
  • Get cards by title
    Get cards by title in Pipefy
  • Get a record by ID
    Get a record by ID in Pipefy
  • Get records
    Get records in Pipefy
  • Get records by field
    Get records by field in Pipefy
  • Move card
    Move card in Pipefy
  • Update card
    Update card in Pipefy
  • Update record
    Update record in Pipefy

    • Any other action you can think up

Xero
  • Custom action
    Custom action in Xero (Custom)
  • Upsert line item to bill or invoice
    Upsert line item to bill/invoice in Xero
  • Add person(s) to contact
    Add person(s) to contact in Xero
  • Create timesheet with 1 line item
    Create timesheet with a single line item in Xero
  • Create bank transaction
    Create bank transaction in Xero
  • Create bill with 1 line item
    Create bill with a single line item in Xero
  • Create bill with multiple line items
    Create bill with multiple line items in Xero
  • Create contact
    Create contact in Xero
  • Create credit note with line items
    Create credit note with multiple line items in Xero
  • Create employee (US)
    Create employee in Xero
  • Create employee (AU)
    Create employee in Xero
  • Create invoice with 1 line item
    Create invoice with a single line item in Xero
  • Create invoice with line items
    Create invoice with multiple line items in Xero
  • Create item
    Create item in Xero
  • Create manual journal with line items
    Create manual journal with multiple line items in Xero
  • Create overpayment
    Create overpayment in Xero
  • Create invoice payment
    Create invoice payment in Xero
  • Create prepayment
    Create prepayment in Xero
  • Create purchase order with line items
    Create purchase order with multiple line items in Xero
  • Get contact details
    Get contact details inXero
  • Get bill or invoice details
    Get bill/invoice by ID or number in Xero
  • Get online invoice URL
    Get online invoice URL in Xero
  • Get manual journal by ID
    Get manual journal by ID in Xero
  • Get payment
    Get payment in Xero
  • Get purchase order
    Get purchase order by ID in Xero
  • List accounts Batch
    List accounts in Xero
  • List connections
    List connections in Xero
  • List currencies Batch
    List currencies in Xero
  • List organisations
    List organisations in Xero
  • List tax rates Batch
    List tax rates in Xero
  • Search accounts Batch
    Search for accounts in Xero
  • Search bank transactions Batch
    Search for bank transactions in Xero
  • Search contacts Batch
    Search for a contact in Xero
  • Search credit notes Batch
    Search credit notes in Xero
  • Search bills or invoices Batch
    Search bills/invoices in Xero
  • Search items
    Search items in Xero
  • Search manual journals Batch
    Search for manual journals in Xero
  • Search overpayments Batch
    Search overpayments in Xero
  • Search payments Batch
    Search payments in Xero
  • Search prepayments Batch
    Search prepayments in Xero
  • Search purchase orders Batch
    Search purchase orders in Xero
  • Upsert contact
    Upsert contact in Xero
  • Update bill or invoice header details
    Update bill/invoice header details in Xero
  • Update bill or invoice with line items
    Update bill/invoice with line items in Xero
  • Update item
    Update item in Xero
  • Update manual journal and line items
    Update manual journal headers and line items in Xero
  • Upload attachment
    Upload attachment to a sales record
  • Void payment
    Void payment in Xero

    • Any other action you can think up

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