Evernote + Xero

Create Xero invoices for new notes on Evernote

If you start off your documentation by preparing it on Evernote, Zapier can take care of exporting it into your accounting platform with this Evernote-Xero integration. Once you've got it set up, Zapier will create a matching Xero invoice for every new note you create on Evernote, allowing you to quickly prepare that documentation from your familiar research environment.

When this happens...
New Note
Triggers when a new note is created in or moved to a notebook.
TriggerScheduled
automatically do this!
Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
ActionWrite

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Supported triggers and actions

What does this mean?

- Notebook
Trigger
Scheduled
Try It
- Notebook
Trigger
Scheduled
Try It
- TagsRequired
- NoteRequired
Action
Write
- NotebookRequired
- TitleRequired
- ContentRequired
- Tags
- Reminder Time
- Reminder Done Time
- Attachment
- Source Url
Action
Write
- NameRequired
Action
Write

- NameRequired
- Notebook
Action
Search
- NameRequired
- Notebook
Action
Search or write

- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
- Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Purchase Order Status
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- InvoiceRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search

New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Scheduled
Try It
- TagRequired
- Notebook
Trigger
Scheduled
Try It
- NotebookRequired
- TitleRequired
- ContentRequired
Action
Write
- NameRequired
- Stack
Action
Write
- TitleRequired
- Notebook
- Tags
Action
Search
- TitleRequired
- NotebookRequired
- Tags
- ContentRequired
- Reminder Time
- Reminder Done Time
- Attachment
- Source Url
Action
Search or write
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Quote Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
Action
Write
- OrganizationRequired
- ContactRequired
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or write

About Evernote

Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices. Using Evernote for work? See Evernote Business.

Learn more Help

Related categories

Notes

Similar apps

OneNote

Microsoft, Notes

Quip

Documents

Zoho Notebook

Notes, Zoho

About Xero

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.

Learn more Help

Related categories

Accounting

Similar apps

QuickBooks Online

Accounting

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PRODUCTS

CAPABILITIES

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Evernote + Xero

Create Xero invoices for new notes on Evernote

New Note

Notebook

New Reminder

Notebook

Tag Note

NoteRequired

Create Note

NotebookRequired

TitleRequired

ContentRequired

Tags

Reminder Time

Reminder Done Time

Attachment

Source Url

Create Tag

NameRequired

Find a Tag

NameRequired

Notebook

Find or Create Tag

NameRequired

Notebook

New Bill

OrganizationRequired

Status

New Credit Note

OrganizationRequired

Status

Type

New Purchase Order

OrganizationRequired

Purchase Order Status

New Expense Claim Receipt

OrganizationRequired

New or Updated Contact

OrganizationRequired

Add Items to Existing Sales Invoice

OrganizationRequired

InvoiceRequired

Create Bank Transfer

OrganizationRequired

From AccountRequired

To AccountRequired

AmountRequired

Date

Create New Quote Draft

OrganizationRequired

ContactRequired

Date

Expiry

Quote Number

Reference

Theme

Title

Summary

Currency

Amounts Are

Terms

Send Sales Invoice by Email

OrganizationRequired

Invoice NumberRequired

Create Bill

OrganizationRequired

Contact NameRequired

Email Address

Status

Date

Due Date

Currency

Url

Attachment

Branding Theme

Reference

Line Items Type