Pipefy
Xero
Project & Task Management

Pipefy and Xero integration

Build smart, no-code workflows with Pipefy and Xero using triggers, actions, and AI logic—automate any process in minutes.

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Move your historical data in just a few clicks

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

Triggers and actions for Xero and Pipefy integration

In Pipefy and Xero integration triggers start workflows when something happens, while actions make changes in response.

Triggers 10

Pipefy integration

Card created

Pipefy integration

Done card

Xero integration

New Contact

Xero integration

Contact Updated

Actions 16

Pipefy integration

Create card

Pipefy integration

Create record

Xero integration

Create Contact

Xero integration

Create or Update Contact

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Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

How to Connect Pipefy to Xero

Create powerful Pipefy integration with Xero in just a few simple steps.

STEP 1

Connect Pipefy to Xero

Log in to Albato, select Pipefy and Xero, and follow the quick setup steps—no coding required. Integrate Pipefy with Xero with just a few clicks!

ShopifyFacebookPipefy integrationPipefy integrationSlackClickup
STEP 2

Build a workflow for your Pipefy and Xero integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

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Trigger

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Xero integrationCheck

Actions

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STEP 3

Map your data

Pick the fields you want to transfer between Pipefy and Xero. Customize the data flow to match your process.

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Synс data

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Synс data

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Synс data

How does the integration with Pipefy and Xero works in Albato?

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Xero integration with Pipefy

Pipefy integrations

Pipefy

Categories

  • Project & Task Management

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  • CRM & ERP systems

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Learn how to connect Xero to Pipefy

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Frequently asked questions about Pipefy and Xero Integration

Why is Albato the best alternative to Zapier for integrating Pipefy and Xero?

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Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Pipefy and Xero. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Pipefy and Xero, Albato is the way to go!

Does Pipefy integrate with Xero on the free plan?

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Yes, you can integrate Pipefy with Xero using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Xero and Pipefy integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Pipefy Xero integration at no cost.

How to connect Xero to Pipefy for scheduled syncs?

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To sync Xero with Pipefy on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Pipefy integration with Xero seamless and tailored to your specific needs.

Does Pipefy integrate with Xero in real time?

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Yes, Pipefy integrates with Xero in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Pipefy integration with Xero instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Pipefy and Xero integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Xero integration with Pipefy, ensuring your workflows operate according to your requirements.

How to connect Pipefy to Xero?

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Setting up an integration between Pipefy and Xero on Albato is simple and requires no technical skills. Just follow these steps:
  1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
  2. Go to the Integrations section and select Pipefy and Xero from the list of available apps.
  3. Choose triggers and actions. You’ll need to define an event in Pipefy (the trigger) that will cause an action in Xero, such as sending data or creating an entry.
  4. Map the fields. Use Albato’s data mapping tool to match specific fields between Pipefy and Xero, ensuring accurate data transfer.
Once the integration is live, data will flow seamlessly between Pipefy and Xero, automating your workflows and saving you time.

How to connect Pipefy to Xero to sync historical data?

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To sync Pipefy with Xero and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Xero integration with Pipefy, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Xero to Pipefy for two-way synchronization?

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To integrate Xero with Pipefy for two-way synchronization, Albato uses a system of triggers and actions. You can link Pipefy to Xero by setting up two separate automations. The first automation sent data from Pipefy to Xero. For instance, when a record is created or updated in Pipefy, the automation ensures the changes are reflected in Xero. The second automation works in reverse, updating Pipefy when changes occur in Xero.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Xero Pipefy integration and keeps your data consistent across both platforms.