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Set up your first integration
Quickly connect Booqable to Xero with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Booqable with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Completed Payment" from Booqable.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects Booqable and Xero, automating your workflow.
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Frequently Asked Questions about Booqable + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Booqable and Xero
What is required to integrate Booqable with Xero?
To integrate Booqable with Xero, you need an active account for both platforms. You'll utilize our integration platform to set up triggers and actions to automate tasks between the two applications.
Which triggers are available when integrating Booqable with Xero?
The available triggers include new booking in Booqable, updated booking, returned items, or overdue items, which can then trigger actions in Xero like creating an invoice or updating a contact.
Can I create an invoice in Xero from a booking in Booqable automatically?
Yes, you can set up a trigger such that whenever a new booking is made in Booqable, an invoice is automatically created in Xero using our integration tools.
How does customer information sync between Booqable and Xero?
Customer information can be synced by setting up a workflow where creating or updating a customer profile in Booqable automatically updates the corresponding contact record in Xero.
What actions can we perform in Booqable based on changes in Xero?
While most integrations focus on pushing data to Xero, you can trigger updates in your local inventory records or bookings when invoices are marked as paid or payments are recorded in Xero.
Is it possible to track overdue items from Booqable within Xero?
Yes. You can set up workflows where overdue item reports from Booqable are pushed to your accounting team through Xero for further management and follow-up.
How often does data sync between Booqable and Xero occur?
Data synchronization timing depends on how you configure your integrations. It can be set up for real-time updates or batched at intervals depending on your operational needs.
Practical ways you can use Booqable and Xero
Sync finalized invoices with accounting.
When an invoice is finalized in Booqable, Zapier can automatically create a corresponding invoice in Xero. This helps business owners simplify bookkeeping and ensures all revenue entries are accurately reflected in their accounting software.
Business OwnerKeep the marketing team updated on customer data.
Zapier can notify marketing teams whenever a new customer is added to Booqable, by pushing this information to Xero contacts. This ensures marketing lists are always updated for campaigns, maximizing engagement with an accurate target audience.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Completed Payment
Triggers when a payment is completed.
Try ItTriggerInstant - Finalize Invoice
Triggers when an invoice is finalized.
Try ItTriggerInstant - Started Order
Triggers when an order is started.
Try ItTriggerInstant - Updated Order
Triggers when an order is updated.
Try ItTriggerInstant
- New Customer
Triggers when a new customer is added.
Try ItTriggerInstant - Reserved Order
Triggers when an order is reserved.
Try ItTriggerInstant - Stopped Order
Triggers when an order is stopped.
Try ItTriggerInstant - NameRequired
- Email
- Phone
- Discount percentage
ActionWrite