When this happens...
ClickFunnelsNew Contact Activity
Then do this...
XeroNew Invoice (Legacy)

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
Premium
Xero is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect ClickFunnels + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Failed Purchase

Triggers when a failed Purchase is made in a Funnel.

Create Contact Profile

Create or update a Contact Profile for an email.

New Contact Activity

Triggers when Contact activity record is created.

Add Email to List

Add a Contact Profile Email to a List.

New Successful Purchase

Triggers when a successful Purchase is made in a Funnel.

Add Tag to Email

Add a Tag to a Contact Profile by Email.

New Bill

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

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Sales Invoice

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

Create/Update Contact

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

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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.