One-click Pipedrive/Hubspot - Asana/Monday - Xero automations

Turn Pipedrive/Hubspot deals into Asana projects/Monday & Xero invoices automatically

Win a deal in Pipedrive or HubSpot → get a fully built Asana project + invoice automatically created and sent in Xero. Zero copy-paste. Zero forgotten tasks. Ever.

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★★★★★ 4.9/5 from 142 agency owners

“We literally got our Fridays back.” — Sarah M., Rise Agency, Melbourne
“From 40 hours/month manual work to zero.” — James C., GrowthBox, London
“Cash flow is predictable again.” — Mike T., ScaleWave, Austin TX
Pipedrive HubSpot Asana Monday Xero

Trusted by 200+ agencies across the US, UK, Australia & New Zealand

Every closed-won deal currently costs you hours of boring manual work

" Manually copying deal data from Pipedrive/HubSpot → Asana
" Forgetting subtasks or wrong due dates → missed deadlines
Copy-pasting invoice details into Xero → typos
Invoices sent late → clients pay 15–30 days late
Data never syncs between sales, PM, and finance "
You pay thousands for tools that still don’t talk to each other "

One click. Three automations. Zero manual work.

Close a deal → launch a project → send an invoice — all in seconds.

1
Deal marked Closed-Won

Instantly synced from Pipedrive or HubSpot

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2
Asana or Monday.com project generated

Templates, tasks, assignees — fully structured and ready to execute

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3
Invoice created automatically

Xero + reminders, entirely hands-free

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Replace 8+ tools → Keep your workflow clean → Run your agency on autopilot

Why agencies leave old fashioned ways behind

cDoc Others Manual
Time saved per project 6–8 hours 1–3 hours 0 hours
Error probability Zero High Very high
Two-way sync Native & instant Limited None
Price (avg agency) $89–$299/mo $240–$1,200+/mo Your time & sanity
Full pricing →

Work with tools you already use

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. 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.

Pipedrive → Asana → Xero

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.
Hubspot → Asana → Xero

Automated Workflow: How cDoc Works

1. Connect Your Tools (Fast & Secure Setup)

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

Automatic Synchronization:

  • ✓ Pipedrive/Hubspot CRM: Sales fields and pipelines are auto-detected.
  • ✓ Asana/Monday.com: 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/Hubspot), Projects (Asana/Monday.com), 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)

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 getting paid the moment you win a deal

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

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