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Set up your first integration
Quickly connect Qwilr to Xero with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Qwilr 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 "Project Accepted" from Qwilr.
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 Qwilr and Xero, automating your workflow.
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Frequently Asked Questions about Qwilr + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Qwilr and Xero
How do I integrate Qwilr with Xero?
First, you'll need to create accounts on both Qwilr and Xero if you haven't already. Then, navigate to the integrations section in Qwilr, find Xero, and follow the prompts to authorize the connection. This usually involves logging into your Xero account and providing the necessary permissions.
What triggers are available when integrating Qwilr with Xero?
When integrating with Xero, our system can trigger actions based on events such as when a new proposal is accepted in Qwilr or when an invoice is created. These triggers help automate subsequent tasks within your workflow.
What actions can be automated using Qwilr and Xero integration?
Once integrated, you can automatically generate invoices in Xero when a proposal is accepted on Qwilr. Other automated actions include creating a draft bill or updating contacts in your accounting records from proposals.
Is it possible to sync customer data between Qwilr and Xero?
Yes, integrating the two platforms allows for automatic syncing of customer information. When a new proposal is accepted in Qwilr, customer data can be updated or added as contacts in Xero.
Can I customize how invoices are generated through this integration?
You have the flexibility to customize invoice templates within Xero that are used when an invoice is automatically generated through our integration with Qwilr. Ensure your template settings in Xero reflect what you'd like included from proposals.
How do I troubleshoot if my invoices aren't appearing correctly from the integration?
Start by checking that all configured actions are correctly set up and authorized on both ends of our integration setup page. Re-authorizing permissions might resolve any sync issues. Also ensure your invoice templates in Xero match up with what's being pulled from proposals.
Do changes made manually in one platform get updated automatically through the integration?
Currently, manual changes made directly in either platform do not trigger updates across both systems automatically. It’s important to ensure consistency by re-syncing data if making significant manual adjustments outside automated processes.
Practical ways you can use Qwilr and Xero
Generate invoices when proposals are accepted
When a project is accepted in Qwilr, Zapier triggers the creation of an invoice in Xero. This saves time by automatically initiating billing for approved work, ensuring prompt and accurate financial records.
Business OwnerTrack contracts and billing for new hires
When a new employee record is created in Xero, Zapier triggers the creation of a Qwilr project. This automation helps HR ensure onboarding materials are ready and that associated costs are documented properly.
HR & Recruiting Ops
Monitor document views in project management
When a Qwilr project is first viewed, Zapier can record the event into Xero's project management system. This gives IT teams insights into external systems' usage without manual tracking.
ITSupported 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.
- Project Accepted
Triggers when a project is accepted.
Try ItTriggerInstant - Project First Viewed
Triggers when a project is first viewed.
Try ItTriggerInstant - Create Project
Creates a new project.
ActionWrite - OrganizationRequired
- Status
Try ItTriggerPolling
- New Project
Triggers when a project is first created.
Try ItTriggerInstant - Project Published
Triggers when a project is published.
Try ItTriggerInstant - OrganizationRequired
Try ItTriggerPolling- OrganizationRequired
Try ItTriggerPolling
