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How Zapier works
Zapier makes it easy to integrate Autotask 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 "New Company" from Autotask.
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 Autotask and Xero, automating your workflow.
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Frequently Asked Questions about Autotask + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and Xero
What is the Autotask and Xero integration?
The Autotask and Xero integration allows users to automate workflows between Autotask, a professional services automation software, and Xero, an accounting software. By setting up this integration, you can streamline various operations such as invoicing, customer management, and financial reporting.
How do I connect my Autotask account with Xero?
To connect your Autotask account with Xero, you need to use our integration platform where you can authenticate both accounts. Once authenticated, you'll be able to set up triggers from Autotask that activate actions in Xero.
What types of triggers can I use with the Autotask and Xero integration?
You can use a variety of triggers from Autotask such as 'New Ticket', 'Updated Opportunity', or 'Completed Project' that will prompt specific actions in your Xero account like creating an invoice or updating a contact.
Can I create custom workflows between Autotask and Xero?
Yes, our integration platform allows you to create custom workflows. You can define specific triggers in Autotask that initiate customized actions in Xero to fit your business needs.
Are there any limitations on data synchronization between Autotask and Xero?
While most data sync seamlessly between Autotask and Xero through our platform, some complex data fields may require manual handling or additional setup within the workflow configuration.
Is it possible to update existing invoices in Xero through the integration?
Yes, you can configure the integration to update existing invoices. For example, when a project status changes in Autotask, it could automatically update or append details to an invoice in Xero.
What should I do if the workflow automation fails?
If the workflow automation fails, check the integration logs for error details. Our support team is available to assist with resolving any issues related to trigger failures or action errors between Autotask and Xero.
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.
- Help_text
Try ItTriggerInstant- Help_text
Try ItTriggerInstant- New Invoice
Triggers when a new invoice is found.
Try ItTriggerPolling - Company
Try ItTriggerPolling
- Company
- Assigned To Resource ID
Try ItTriggerPolling- New Contact
Triggers when a new contact is found.
Try ItTriggerInstant - Help_text
Try ItTriggerInstant- New Project
Triggers when a new Project is found.
Try ItTriggerPolling