• Autopilot Journeys logoAutopilot Journeys logo
  • Xero logoXero logo

Autopilot Journeys + Xero Integrations

How to connect Autopilot Journeys + Xero

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  • Autopilot Journeys triggers, actions, and search
    Contact Added
    Triggers when a contact is newly added.
    Trigger
    Instant
  • Autopilot Journeys triggers, actions, and search
    Contact Added to List
    Triggers when a contact is newly added to list.
    Trigger
    Instant
  • Autopilot Journeys triggers, actions, and search
    Contact Removed From List
    Triggers when a contact is removed from a list.
    Trigger
    Instant
  • Autopilot Journeys triggers, actions, and search
    Contact Unsubscribes
    Triggers when a contact unsubscribes from Autopilot.
    Trigger
    Instant
  • Autopilot Journeys triggers, actions, and search
    Add Contact to List
    Adds a new contact and adds them to a list.
    Action
    Write
  • Autopilot Journeys triggers, actions, and search
    Add Contact
    Adds a new contact.
    Action
    Write
  • Autopilot Journeys triggers, actions, and search
    Delete Contact
    Deletes an existing contact.
    Action
    Write
  • Autopilot Journeys triggers, actions, and search
    Unsubscribe Contact
    Unsubscribes contact from all emails.
    Action
    Write
  • Xero

    Triggers when a new bank transaction is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new bill. (Accounts Payable)

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new contact.

    Scheduled

    Trigger

  • Xero

    Triggers when you receive a new payment.

    Scheduled

    Trigger

  • Xero

    Triggers when a new purchase order is created or enters a status for the first time.

    Scheduled

    Trigger

  • Xero

    Triggers when a new quote is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new draft expense claim receipt.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new sales invoice. (Accounts Receivable)

    Scheduled

    Trigger

  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

    Creates a new contact or updates a contact if a contact already exists.

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

How Autopilot Journeys + Xero Integrations Work

  1. Step 1: Authenticate Autopilot Journeys and Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
autopilot logo
autopilot logo

About Autopilot Journeys

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.

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xero logo
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About Xero

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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