Add new Pipedrive activities to Todoist as tasks
How this automation works
Keep contact records in Xero synchronized with new Pipedrive deals. This Applet runs when a new deal is created in Pipedrive and creates or updates a contact in the Xero organisation you choose. It's ideal for sales and finance teams who want deal-related contact details (name, email, phone) from Pipedrive reflected in Xero for billing and reconciliation.
If
Trigger ingredients
DealTitle
DealId
OrgName
OrgId
StageName
StageId
Status
FormattedValue
Value
Currency
ExpectedCloseDate
PersonName
PersonEmail
PersonPhone
PersonId
OwnerName
OwnerId
CreatedAt
Then
Action fields
organisation
contact_name
first_name
last_name
email_address
phone_number
You might also like...
-
-
-
Add new Pipedrive deals to Google Sheets rows
-
-
Create a new Pipedrive deal from tagged Outlook emails
-
Related services
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Pipedrive and Xero
About Pipedrive
Pipedrive is the easy-to-use, #1 user-rated Sales CRM and pipeline management software that enables businesses to plan their sales activities and close deals in less time. Do more to grow your business with Pipedrive and IFTTT.
Pipedrive is the easy-to-use, #1 user-rated Sales CRM and pipeline management software that enables businesses to plan their sales activities and close deals in less time. Do more to grow your business with Pipedrive and IFTTT.
About Xero
Xero is cloud accounting software for small businesses, bookkeepers, and accountants. It handles invoicing, bills, bank reconciliation, contacts, and financial reporting, keeping your books in sync across the tools you use.
Xero is cloud accounting software for small businesses, bookkeepers, and accountants. It handles invoicing, bills, bank reconciliation, contacts, and financial reporting, keeping your books in sync across the tools you use.