Won deals become draft invoices in one click.

Invoices were retyped from closed deals in Pipedrive into Xero, which took time and made invoicing inconsistent. Flowbird connected the two with Make.

✦

One clickFrom won deal to draft invoice

✦

AutomaticAddress, reference and PO carried across

✦

ConsistentReferences built to finance’s rules

✦

Fewer errorsNo retyping between systems

UK property services business
Crm And Accounts Integration

THE SOLUTION

A button on the deal that raises the invoice.

Flowbird built a Make workflow triggered from a button in Pipedrive. It fetches the property address, reference number and purchase order from the deal and creates the draft invoice in Xero, linked to that deal.

✓Draft invoices created from the deal, not retyped

✓Property address, reference and PO number carried across

✓Invoice references formatted to the finance team’s rules

✓Blank or "n/a" PO numbers left out automatically

PipedriveSales and deals

→

MakeAutomation

→

XeroInvoicing

PROJECT OPERATING MODEL

Deal won→Click the button→Make workflow→Xero draft invoice→Finance review

KEY OUTCOMES

✦Faster Invoicing

✦Fewer Errors

✦Consistent References

✦Linked Deals and invoices

OUR APPROACH

1Map

Agree which deal fields the invoice needs: property address, reference number and purchase order.

2Trigger

Add a button in Pipedrive so the invoice is raised when someone chooses, not by accident.

3Format

Build the reference as deal title, reference and PO number, leaving out a blank or "n/a" PO.

4Clean

Strip words such as "void" and "decant" from the reference automatically.

THE RESULTS

✦FasterInvoicingDraft invoices are created from the deal instead of being typed out.

✦FewerErrorsAutomated data entry removed the mistakes that retyping introduced.

✦ConsistentReferencesFormatting rules keep every invoice reference in the same shape.

✦LinkedDeals and invoicesEach draft invoice in Xero is tied to the deal it came from.

The finance team gained a faster, more consistent invoicing process, with fewer errors, without changing the systems they already used.

Pipedrive and Xero case study

THE LASTING VALUE

Invoicing became a click on the deal, not a second round of typing.

A Flowbird case study for a UK property services business whose client is not named.

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