Pipefy + Xero Integration

Automatically updates fields on a card with new information

Automatically generates a new card for a task

Automatically searches for a card

Automatically updates the items in an invoice

Automatically generates new unique item code

Automatically uploads and attach files to purchase orders

Automatically creates a new task

Automatically generates a purchase order for approved requests

Automatically attach files to generated invoices for easy reference

Automatically generates a new sales invoice with pre-filled details

Automatically generates a new sales invoice for an existing contact

Automatically retrieves a sales invoice using the unique invoice ID

Automatically adds a new contact to the database

Automatically find information about a contact using the name

Automatically locate and retrieve particular item information

Automatically updates contact information with new details

Automatically retrieves contact information based on the provided account number

Automatically creates a new project

Automatically generates a new quote with pre-filled information

Automatically generates a new bill for the customer

Automatically adds selected items to an existing sales invoice

Automatically sends a sales invoice by email

Automatically searches for a sales invoice

Automatically initiate a bank transfer

Automatically generates a credit note for returned items

Automatically searches for account information