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Set up your first integration
Quickly connect Email by Zapier to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Email by Zapier with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Inbound Email" from Email by Zapier.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects Email by Zapier and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Inbound Email
Triggers when an email is forwarded to your own custom
Try ItTriggerInstant - Zap_id
- Free_test_limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
ActionWrite- OrganizationRequired
- Status
Try ItTriggerPolling- OrganizationRequired
- Status
- Type
Try ItTriggerPolling
- Setup Directions
Try ItTriggerInstant- OrganizationRequired
Try ItTriggerPolling- OrganizationRequired
Try ItTriggerPolling- OrganizationRequired
Try ItTriggerPolling
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Practical ways you can use Email by Zapier and Xero
Forward overdue invoice alerts.
When a sales invoice becomes overdue in Xero by a set number of days, Zapier can automatically send an email alert to the business owner using Email by Zapier. This ensures no overdue invoice goes unnoticed, aiding timely follow-up and improving cash flow management.
Business Owner
Notify team of new Xero contacts.
When a new contact is added to Xero, Zapier can send an email to the IT team via Email by Zapier. This automation keeps the team informed of new contact entries, enabling them to act on potential system updates or analyze client data seamlessly.
ITShare expense alerts with marketing.
When a new expense claim receipt is added in Xero, Zapier can email the marketing team using Email by Zapier. This ensures the team knows their expenses promptly, helping to track budgets and expenditures more efficiently.
Marketing & Marketing OpsLearn how to automate Email by Zapier on the Zapier blog
Learn how to automate Xero on the Zapier blog
Frequently Asked Questions about Email by Zapier + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Email by Zapier and Xero
How do I set up an Email by Zapier trigger to integrate with Xero?
To set up an Email by Zapier trigger for integrating with Xero, first, create a new zap and choose 'Email by Zapier' as the trigger app. Select the trigger event, such as receiving a new inbound email. Then, connect your Xero account as the action app where you can define actions like creating a new invoice or bill.
Can I send automated emails from Xero invoices using Email by Zapier?
Yes, you can automate sending emails from Xero invoices using our integration. Create a Zap where 'Xero' is the trigger app with an event like 'New Invoice', and 'Email by Zapier' as the action app to send an email each time a new invoice is generated.
What types of data can be sent from Email by Zapier to Xero?
Data sent from Email by Zapier to Xero can include information extracted from emails such as contact details, transaction descriptions, and amounts. This data can be used in actions like creating new contacts or sales within your Xero account.
Are there limitations on email attachments in Email by Zapier when integrated with Xero?
While you can automate processes involving attachments in Email by Zapier when linking to Xero, there are size limits on these attachments. Ensure your attachment does not exceed 10MB and always test the zap for reliable integration.
How often does the integration between Email by Zapier and Xero run?
The frequency depends on your plan. On our free plan, Zaps check for new data every 15 minutes while paid plans offer faster checking intervals ranging from 5 minutes downwards according to specific tiers.
Can I customize the subject line of automated emails sent through Email by Zapier with Xero data?
Yes, during setup of your zap action in 'Email by Zapier', you can insert dynamic data fields from the Xero application like invoice numbers or client names directly into your email’s subject line.
Is it possible to update existing records in Xero using data from received emails through Email by Zapier?
Our integration supports creating new records rather than updating existing ones directly through email triggers. However, workarounds involving additional applications or steps in multi-step Zaps might achieve similar outcomes depending on your needs.
