Copper
When this happens...
CopperUpdated Opportunity Stage
Then do this...
XeroCreate/Update Contact

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

  1. An opportunity is moved to a designated pipeline stage, ie "Send Invoice"
  2. Zapier creates an invoice and person record in Xero for that opportunity

Apps involved

  • Copper
  • Xero

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
Updated Opportunity Status

Triggers when an Opportunity's status is changed.

Update Person

Updates a Person depending on the match criteria.

Updated Opportunity Stage

Triggers when an Opportunity's stage is changed.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

New Lead

Triggers when a Lead is created in Copper.

Create Person

Creates a new Person.

New Bill

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

Create Lead

Creates a new Lead.

New Sales Invoice

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

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships

Learn More

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.

See Xero Integrations