Copper + Xero Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Copper and Xero, with as many as 197 possible integrations. Are you ready to find your productivity superpowers?
Create invoices and person records in Xero when opportunities reach a certain pipeline stage in Copper
When a deal is won, there's still work to be done. Cut out some of the admin steps with this automation. After you set it up, move a deal to the "Create Invoice" stage in Copper and Zapier will automatically create an invoice and person record in Xero for that opportunity.
How this Copper-Xero integration works
- An opportunity is moved to a designated pipeline stage, ie "Send Invoice"
- Zapier creates an invoice and person record in Xero for that opportunity
When HelloSign documents are signed, update the deal in Copper and add a contact in Xero
What's the next best thing to closing a deal? Getting paid, of course! Use this automation to get your newest client set up in your accounting platform faster than you can say, show me the money. Every time a new HelloSign signature is received, Zapier will update the opportunity in Copper and add the new contact to Xero.
How this HelloSign-Copper-Xero integration works
- A new HelloSign document is signed
- Zapier updates the opportunity in Copper
- Zapier adds the contact to Xero
It's easy to connect Copper + Xero and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an Opportunity's status is changed.
Updates a Person depending on the match criteria.
Triggers when an Opportunity's stage is changed.
Creates or Updates a Lead depending on the match criteria.
Triggers when a Lead is created in Copper.
Creates a new Person.
Triggered when you add a new bill. (Accounts Payable)
Creates a new Lead.
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new sales invoice (Accounts Receivable).
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