One-click Pipedrive Asana Xero automation

Turn Pipedrive deals into Asana projects & Xero invoices automatically

Bridge Pipedrive, Asana, and Xero for seamless real-time syncs—automatically turn sales deals into projects and invoices. No code, no hassle: Save your team 20+ hours a week on manual data entry, built for Xero-powered SMBs.

Start 14-Day Pro Trial Free Connect Pipedrive

Work with tools you already use

Automate your entire Deal → Project → Invoice workflow using Pipedrive, Asana, and Xero—without complicated setup.

Seamless End-to-End Automation

  • Real-Time Deal Sync — Closed-won deals in Pipedrive instantly create structured Asana projects—complete with templates, assignees, and mapped fields.
  • Project-to-Invoice Automation — Convert completed tasks, milestones, or time entries in Asana into draft or final invoices in Xero—accurate and consolidated.
  • Bi-Directional Updates — Payment status from Xero syncs back to Pipedrive and Asana, keeping sales and delivery teams aligned at all times.
  • Deliver Projects Faster—Without Tech Overwhelm — No scripts. No custom servers. Just clean, reliable automations that run 24/7.

Deliver great service experiences fast - without tech complexity.

See How It Works →

Sync with Xero Accounting System

Connect your sales, projects, and finance in minutes—accelerate financial closes with zero manual work.

    Core Integrations

  • Pipedrive CRM: Triggers on any pipeline stage—deals, contacts, and custom fields.
  • Asana Project Management: Auto-generate tasks, checklists, assignees, and project structures using reusable templates.
  • Xero Accounting: Create invoices, sync client records, and keep revenue reporting accurate—purpose-built for AU/US/ID SMEs using Xero.

    MVP Features

  • Bi-directional webhooks for instant updates across systems (Deal Won → Project Created → Invoice Drafted).
  • Custom Field Mapping & Naming. Rules Configure once—your workflow runs reliably forever.
  • Guided Setup to Build Your First Sync → No code, no servers. Just connect and automate.

Build Your First Sync →

Automated Workflow: How cDoc Works

1. Connect Your Tools (Fast & Secure Setup)

Securely link Pipedrive (CRM), Asana (Project Management), and Xero (Accounting) via one-click OAuth. Initial configuration is fast, requiring no coding.

Automatic Synchronization:

  • ✓ CRM: Sales fields and pipelines are auto-detected.
  • ✓ Asana: Your project templates are imported and ready for use.
  • ✓ Xero: Branding, invoice settings, and contacts are synced.

2. Define Your Automation Rules

Set your business rules once. cDoc will ensure automation runs permanently, connecting your CRM (Pipedrive), Projects (Asana), and Finance (Xero).

Automation Flow Examples (IF This, THEN That):

  • → Deal Won in Pipedrive → Create Asana Project (Using Template A).
  • → Milestone Complete in Asana → Generate Xero Invoice (Automatically).
  • → Payment Received in Xero → Sync Status back to Pipedrive & Asana.

3. Run Your Workflow Automatically

Once enabled, cDoc keeps your entire Sales → Project → Finance workflow *up-to-date* in real-time, eliminating all manual data entry.

Key Benefits:

  • ⭐ Data Alignment: All systems remain aligned and always accurate.
  • ⭐ Accurate Forecasting: Project progress automatically updates your revenue forecast.
  • ⭐ Team Focus: Your team focuses on delivery — cDoc handles the admin.

Use Cases

Agencies & Creative Studios

Automate your project creation, client onboarding, and invoicing as soon as a deal is won.

  • •Auto-generate Asana projects using templates
  • •Manage retainers & recurring invoices in Xero
  • •Sync payment status to CRM instantly

Consulting & Professional Services

Turn your consulting pipeline into an automated project workflow from proposal to payment.

  • •Create scoped projects based on deal values
  • •Auto-generate invoices after milestones
  • •Sync all deliverables & tasks to Asana

IT, Software & Web Development

Maintain alignment across CRM, project tools, and financial tracking without manual updates.

  • •Auto-create sprint boards and task structures
  • •Trigger invoices for completed modules
  • •Sync project status to deal forecast in real-time

Marketing & Growth Teams

Align campaign deliverables, clients, and billing automatically across tools.

  • •Auto-create campaign task lists
  • •Auto-generate invoices based on tracked time
  • •Sync client KPIs to CRM automatically

Engineering & Technical Services

Automate job scheduling, resource planning, and invoice creation from a single source of truth.

  • •Turn quotes → projects → invoices automatically
  • •Sync job progress to CRM for forecasting
  • •Auto-generate compliance documents

Accounting & Operations Teams

Ensure financial accuracy and remove admin tasks through automated document + data sync.

  • •Generate invoices automatically on client milestones
  • •Sync payments to CRM + task management tools
  • •Minimize reconciliation and human errors

Trusted by Xero Teams Worldwide

Proven for Xero users scaling sales-to-finance—secure, simple, and ROI-fast.

Our rigorous security and compliance standards are at the heart of all we do. We work tirelessly to protect you and your customers.

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99.99% uptime

Reliable syncs, no Xero disruptions.

500+ Users

SMBs in AU/US/ID automating daily workflows.

$10M+ Synced

Pipedrive deals to Xero invoices monthly.

4.8/5 on Xero Reviews

Top-rated for ease and speed.

"cDoc nailed our Pipedrive-Asana-Xero flow—auto-invoices saved 12 hours/week, and setup took 5 minutes."

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Alex R
Ops Manager at Marketing Agency (AU)

Designed for business teams like yours

Per company, not per user—start small, scale with your Xero growth.

Basic

Freelancers, agencies, or teams starting automation.

$39 /month

$398 annually — Save 15%

  • Core Automation
    Deal → Project → Draft Invoice (Pipedrive → Asana → Xero)
  • Usage Limit
    150 synced transactions/month
  • Sales → Delivery Sync
    Deal Won automatically creates Asana Project or Task
  • Financial Output
    Create Draft Invoices in Xero from Deal Data
  • Data Integrity
    1-Way Contact & Organization Sync (Pipedrive → Asana/Xero)
  • Customization
    Standard field mapping only
  • Support
    Email support (24–48h response)
Get started

Pro

Growing teams needing advanced automation, higher limits, and multi-direction sync.

$79 /month

$805 annually — Save 15%

  • Enhanced Automation
    Multi-step Deal → Project → Draft Invoice with customized triggers.
  • Usage Limit
    500 synced transactions/month with faster queue processing.
  • Sales → Delivery Sync
    Deal Won creates Asana Project + subtasks + assign rules.
  • Financial Output
    Automatically build Draft Invoices in Xero with line-item mapping.
  • Data Integrity
    2-Way Contacts & Organizations Sync with conflict handling.
  • Customization
    Advanced field mapping + support for custom deal fields.
  • Support
    Priority email & chat support (2–6h response).
Get started

Enterprise

For scaling companies requiring unlimited usage, 3-way automation, and custom workflows.

$149 /month

$1,526 annually — Save 15%

  • Full Automation Suite
    Deal → Project → Invoice with branching logic, conditions, and multi-stage syncing.
  • Usage Limit
    Unlimited synced transactions/month.
  • Sales → Delivery Sync
    Full project templates, phases, dependencies, resource assignment, and approval gates.
  • Financial Output
    Custom invoice logic (partials, milestone billing, merged deals, multi-currency rules).
  • Data Integrity
    2-Way sync for Contacts, Organizations, Projects & Invoice references. Audit trail included.
  • Customization
    Full custom field mapping, scriptable transformations, plus workflow tailoring.
  • Support
    24/7 premium support + dedicated integration engineer.
Get started

Package Details

Choose the tier that matches your team's complexity — from simple automations to full enterprise orchestration.

Feature Basic Pro (Best Value) Enterprise
Price (per month) $39 $79 $149
Sync Transactions / Month 150 250 500+
Active Automations 2 10 Unlimited
Core Automation (tri-sync stability)
Deal Won → Auto-create Projects (CRM → PM) ✔ ✔ ✔
Auto-generate Invoice (PM → Accounting) ✔ ✔ ✔
Basic Webhooks & Status Sync (CRM ↔ PM ↔ Accounting) ✔ ✔ ✔
Financial Feedback & Value
Payment Status → CRM Sync (Accounting → CRM) ✘ ✔ (limited) ✔ (full)
Mapping & Customization
Trigger on ANY pipeline stage ✔ ✔ ✔
Custom Field Mapping (CRM ↔ PM ↔ Accounting) ✘ ✔ (up to 10 fields) ✔ (unlimited)
Multi-pipeline Mapping ✘ ✔ (up to 3 pipelines) ✔ (unlimited)
Time Tracking & Billing Advanced
Time Entries → Hourly Billing ✘ ✔ ✔
Milestone-based / Progress Invoicing ✘ ✔ ✔
Advanced / Enterprise Features
Conditional Workflows (If / Then / Else) ✘ ✘ ✔
Unlimited Workflows & Webhook Events ✘ ✔ (limit 10 workflows) ✔ (unlimited)
Dedicated Onboarding & Success Manager ✘ ✘ ✔
Security & Support
Email Support ✔ ✔ ✔
Priority Gmeet Support ✘ ✔ ✔
Audit Logs (retention) ✘ ✔ (30 days) ✔ (365 days)
SSO (Google / Microsoft) ✘ ✘ ✔
SLA (Uptime & Support Response) ✘ ✘ ✔ (SLA options)
  • Payment sync (Pro limited): Pro includes basic payment status sync (paid/unpaid) and partial reconciliation; Enterprise includes full payment mapping, multi-currency settlement, and advanced reconciliation logs.
  • Custom mapping limits: Pro allows up to 10 mapped custom fields per integration pair; Enterprise removes this limit and adds mapping templates + AI-assisted mapping on request.
  • Workflows: Basic = core presets; Pro = up to 10 custom workflows; Enterprise = unlimited + conditional branching and approval flows.
  • Active Automations: Pro supports up to 10 active automations running simultaneously; Enterprise offers unlimited automations, including complex chained workflows and priority real-time execution.
  • Overage: Additional sync transactions and seats can be purchased as add-ons. Consider adding overage pricing page.
  • Trial: Recommend 14-day free trial of Pro features (excluding Enterprise-only items) to accelerate adoption.

Frequently asked questions

cDoc is a lightweight automation and integration service that connects CRM, project management, and accounting platforms — without the need to build automations manually.

For example: Pipedrive → Asana → Xero workflows like Deal Won → Project → Draft Invoice are already pre-built and optimized.

Start your free trial today

Try cDoc by GunturGlobalMedia for 14 days. No credit card required.

Free trial for 14 days