Connect Xero Accounting to Pipedrive

Adds line items to an existing sales invoice. See the docs here

Gets bank statements for the specified bank account.

Create a new bank transaction See the documentation

Creates a new bill (Accounts Payable)See the docs here

Creates a new credit note.

Creates a new employee.

Creates a new note adding it to a document.

Creates a new item.

Creates a new contact or updates a contact if a contact already exists. See the docs here

Creates a new contact or updates if the contact exists.

Creates a new payment

Creates a new purchase bill.

Creates a new sales invoice. See the documentation

Create a new tracking category See the documentation.

Delete a tracking category by ID See the documentation.

Delete a tracking category option by ID See the documentation.

Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder.

Triggers the email of a sales invoice out of Xero.

Finds a contact by name or account number. Optionally, create one if none are found. See the docs here

Finds an invoice by number or reference.See the docs here

Finds a contact by name or email address. Optionally, create one if none are found. See the docs here

Gets the balances and cash movements for each bank account.

Gets details of a contact.

Gets the history of changes to a single existing document.

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Adds a new deal. See the Pipedrive API docs for Deals here

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Create a new lead in Pipedrive. See the documentation

Adds a new note. For info on adding an note in Pipedrive

Adds a new organization. See the Pipedrive API docs for Organizations here

Adds a new person. See the Pipedrive API docs for People here

Get all leads from Pipedrive. See the documentation

Get a deal by its ID. See the documentation

Get a lead by its ID. See the documentation

Get details of a person by their ID. See the documentation

List deals in your Pipedrive account. See the documentation

Retrieves available options for the Lead Label IDs field.

Retrieves available options for the Organization Label IDs field.

Retrieves available options for the Person Label IDs field.

Retrieves available options for the User ID field.

Merge two deals in Pipedrive. See the documentation

Merge two persons in Pipedrive. See the documentation

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search for leads by name or email. See the documentation

Search for notes in Pipedrive. See the documentation

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Updates the properties of a deal. See the Pipedrive API docs for Deals here