ClickFunnels + Xero
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.
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.
New Contact ActivityTriggers when Contact activity record is created.Trigger- New Failed PurchaseTriggers when a failed Purchase is made in a Funnel.Trigger
- New Successful PurchaseTriggers when a successful Purchase is made in a Funnel.Trigger
- Add Email to ListAdd a Contact Profile Email to a List.Action
- Add Tag to EmailAdd a Tag to a Contact Profile by Email.Action
- Create Contact OptinCreates a new opt-in for an email.Action
- Create Contact ProfileCreate or update a Contact Profile for an email.Action
- Remove Email From ListRemove a Contact Profile Email from List.Action
- ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
- ClickFunnels
Find or Create 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
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