Pipeline + Xero Integrations
Put Pipeline + Xero to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Pipeline and Xero
See the kind of workflows teams build with Pipeline and Xero below — describe the exact one you want above and the Agent builds it on demand.
Pipeline + Xero
When an ask is updated in Pipeline, sync status and financial details to Xero.
Assign follow-up tasks for overdue invoices
When an invoice becomes overdue in Xero, automatically create a high-priority task in Pipeline for account managers to follow up.
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Post team updates when client payments arrive
When a payment is received in Xero, automatically share a celebratory post in Pipeline to keep team members informed.
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Generate accounting invoices from completed tasks
When a project task is assigned or completed in Pipeline, automatically create a draft invoice in Xero ready for client billing.
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Browse the full workflow library →
Looking to achieve something else with Pipeline and Xero?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Pipeline and Xero
Everything Pipeline and Xero can do inside a workflow — the triggers that start one and the actions that run when it fires.
Pipeline Explore Pipeline →
Pipeline is team collaboration software designed to streamline business workflows and team communications.
TriggersTriggers when a new Ask is created, closed or canceled. Note, this trigger will only occur once per status.
Triggers when an Ask is updated. Note, this trigger could occur multiple times for the same Ask.
Adds an adhoc step to the Ask for a contact or a team
Creates a Bundle with you as the owner
Adds an Ask to a Bundle
Attaches a file to a step in the ask
Adds a follower to an Ask
Adds a note to a step in the ask
Xero Explore Xero →
Xero is an online accounting platform that helps small businesses manage invoicing, bank reconciliation, purchasing, and expenses.
TriggersTriggers when a new bank transaction is created.
Triggers when you add a new bill. (Accounts Payable).
Triggers when you add a new contact.
Triggers when a new credit note is created.
Triggers when a new employee is created (Exclusively for Australian Instances).
Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).
Adds line items to an existing sales invoice.
Add a note which will appear in the invoice history.
Creates or updates one or more stock items.
Allocates a credit note to an invoice.
Creates a new Spend/Receive Money bank transaction.
Transfers money between two bank accounts.
Other Team Collaboration apps on Knit
Explore more Team Collaboration integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Beekeeper
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Blink
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BlogIn
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Bonusly
An employee recognition and rewards platform that enables peers to celebrate achievements and exchange praise.
Brief
Brief is a productivity and team collaboration tool combining group messaging, video calling, task management, and file sharing.
Chatter
An enterprise social network built into Salesforce for internal team messaging, file sharing, and project updates.
Clinked
Clinked is a cloud-based client portal and collaboration platform for sharing files, managing projects, and communicating with clients.
Confluence Cloud
A cloud-hosted wiki and documentation workspace designed for teams to create, collaborate on, and store project knowledge.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Pipeline + Xero
Is there a pre-built Pipeline + Xero automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Pipeline and Xero's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Pipeline or Xero connector?
No. The Agent works whether or not Pipeline or Xero already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect financial software like Xero to project collaboration tools like Pipeline?
It alerts project managers about payment statuses and overdue accounts directly where they manage day-to-day operations, avoiding financial delays.
Can team tasks in Pipeline prompt financial updates in Xero?
Yes, completing or assigning specific tasks in Pipeline can automatically prompt the creation of invoices or expenses in Xero.