ClickFunnels + Xero

Create a Xero invoice for new ClickFunnels contacts

  1. When this happens

    Step 1: New Contact Activity

  2. Then do this

    Step 2: Create Sales Invoice

If you operate a service based business, you may want to send invoices to your clients, instead of having them pay on your website. Using this integration, you can automatically create a Xero invoice when a contact opts in on your ClickFunnels page.

Note: This Zapier integration will not create invoices for existing ClickFunnels contacts. An invoice will only be generated for new contacts.

How It Works

  1. A contact opts in on your ClickFunnels page
  2. Zapier creates an invoice in Xero

What You Need

  • ClickFunnels account
  • Xero account

Supported triggers and actions

What does this mean?
clickfunnels logo
clickfunnels logo
clickfunnels logo

About ClickFunnels

Create beautiful landing pages and complete marketing funnels.
Learn More

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Marketing Automation

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xero logo
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xero logo

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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