Connect Approval Studio to Xero and automate your work
![Approval Studio](https://zapier-images.imgix.net/storage/developer_cli/0d55c4ff980059ca2bac939b4ba22707_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Approval Studio](https://zapier-images.imgix.net/storage/developer_cli/0d55c4ff980059ca2bac939b4ba22707_2.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
1. Choose a Trigger
An event that starts an automation
![Xero](https://zapier-images.imgix.net/storage/services/ef74f1fda109e37e63797cfdf182721b.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Xero](https://zapier-images.imgix.net/storage/services/ef74f1fda109e37e63797cfdf182721b.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Approval Studio with Xero - no code necessary. See how you can get setup in minutes.
Select a trigger from Approval Studio
A trigger is an event that starts your Zap and runs the workflow. For example, with Approval Studio, a trigger could be "Annotation Added."
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Xero
An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Approval Studio to Xero
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Approval Studio and Xero to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Approval Studio and Xero to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
Supported 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.
- Client UIDRequired
- Project Template UID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
- Task Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
- Task Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
- Task Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Project UIDRequired
- Project Name: Choose ActionRequired
- Customer: Choose ActionRequired
- Project: Choose ActionRequired
- Design: Choose ActionRequired
- Revision: Choose ActionRequired
- Description: Choose ActionRequired
- Due Date: Choose ActionRequired
- Tags: Choose ActionRequired
- Project Owners: Choose ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client UIDRequired
- Project NameRequired
- Project OwnersRequired
- Customer
- Project
- Design
- Revision
- Description
- Tags
- Due Date
- Project Template UID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project UIDRequired
- Asset UIDs
- User's EmailRequired
- Email Subject
- Email Language
- Password
- Allow Download AssetsRequired
- Is Review Session Read Only
- Comment
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project UIDRequired
- Assign to User(s)Required
- Asset UIDs
- Comment
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project UIDRequired
- URLRequired
- RefDoc Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task UIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Status
- Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- Status
- Change
- Contact
- Trigger_preference
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice_type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency_rate
- AmountRequired
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Purchase OrderRequired
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Resource typeRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Contact NameRequired
- Account_number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Client UIDRequired
- Project Template UID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
- Task Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client UIDRequired
- Project Template UID
- Task Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Project UIDRequired
- URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project UIDRequired
- New StateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project UIDRequired
- Assign to User(s)Required
- Comment
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project UIDRequired
- Assign to User(s)Required
- Comment
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project UIDRequired
- URLRequired
- Asset Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project UIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client UIDRequired
- Project Template UID
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Transaction_typeRequired
- ContactRequired
- Bank AccountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact NameRequired
- Account_number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Type
- ContactRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date:Required
- End Date
- Status
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- Invoice IDRequired
- ContactRequired
- Status
- Date
- Due Date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Document ID or NumberRequired
- Amounts Are
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Automate Xero: get inspired on the Zapier blog
Approval Studio is a client-oriented online proofing software for creative teams and everyone working with designs.
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Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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