ClickFunnels + Xero

Create a Xero invoice for new ClickFunnels contacts

When this happens
Step 1: New Contact Activity
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

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

What You Need

ClickFunnels account
Xero account

Try this template

Supported triggers and actions

What does this mean?

New Contact Activity
Triggers when Contact activity record is created.
Trigger
Instant
New Failed Purchase
Triggers when a failed Purchase is made in a Funnel.
Trigger
Instant
New Successful Purchase
Triggers when a successful Purchase is made in a Funnel.
Trigger
Instant
Add Email to List
Add a Contact Profile Email to a List.
Action
Write
Add Tag to Email
Add a Tag to a Contact Profile by Email.
Action
Write

Create Contact Optin
Creates a new opt-in for an email.
Action
Write
Create Contact Profile
Create or update a Contact Profile for an email.
Action
Write

Remove Email From List
Remove a Contact Profile Email from List.
Action
Write

ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
ClickFunnels
Finds or creates a specific find contact profile.
Scheduled
Action
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

About ClickFunnels

Create beautiful landing pages and complete marketing funnels.

Learn More

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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.