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FileInvite + Xero

Add new Xero contacts to FileInvite

If you need to send FileInvite requests to your new Xero contacts, this Zapier template will make your life easier. You will only need to set up this integration once and after this, every time a new contact is created under the Xero account, a new contact person will be added to your FileInvite contacts list.

If you need to send FileInvite requests to your new Xero contacts, this Zapier template will make your life easier. You will only need to set up this integration once and after this, every time a new contact is created under the Xero account, a new contact person will be added to your FileInvite contacts list.

  1. When this happens...
    XeroXero
    New Contact

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    FileInviteFileInvite
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
fileinvite logo
fileinvite logo

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

  • Documents
xero logo
xero logo

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 moreHelp

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