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
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Add new ClickFunnels contacts to Xero
Are you using Xero to invoice your clients? With Zapier you can add your new ClickFunnels contacts to Xero to help make your life easier!
Note: This Zapier integration will only add new ClickFunnels contacts. Existing contacts will not be added to Xero.
How It Works
- A contact opts in on your ClickFunnels Page
- Zapier adds the contact to your Xero account
What You Need
- ClickFunnels account
- Xero account
Create a Xero invoice for new ClickFunnels contacts
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
It's easy to connect ClickFunnels + Xero and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a failed Purchase is made in a Funnel.
Create or update a Contact Profile for an email.
Triggers when Contact activity record is created.
Add a Contact Profile Email to a List.
Triggers when a successful Purchase is made in a Funnel.
Add a Tag to a Contact Profile by Email.
Triggered when you add a new bill. (Accounts Payable)
Creates a new sales invoice (Accounts Receivable).
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new contact or updates a contact if a contact already exists.
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