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with Pipedrive and Xero Accounting?
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Popular Ways to Connect Pipedrive with Xero Accounting#
Popular Pipedrive and Xero Accounting Triggers#
Popular Pipedrive and Xero Accounting Actions#
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 line items to an existing sales invoice. See the docs here
Gets bank statements for the specified bank account.
Overview of Pipedrive#
Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.
Connect Pipedrive#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipedrive: {
type: "app",
app: "pipedrive",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.pipedrive.$auth.api_domain}/users/me`,
headers: {
Authorization: `Bearer ${this.pipedrive.$auth.oauth_access_token}`,
},
})
},
})
Overview of Xero Accounting#
The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.
Connect Xero Accounting#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
xero_accounting_api: {
type: "app",
app: "xero_accounting_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.xero.com/connections`,
headers: {
Authorization: `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
},
})
},
})
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