Add new Infusionsoft invoices to Xero as invoices
When this happensStep 1: New Invoice
Then do thisStep 2: Create Sales Invoice
If you're managing customers and prospects in Infusionsoft, but prefer to keep your books in Xero, this Infusionsoft Xero integration is for you. Each time a new invoice is created in Infusionsoft, an invoice will be created in Xero.
Note: This Zapier integration doesn't create invoices from previous Infusionsoft invoices, only new ones after you've set it up.
How It Works
- A new invoice is created in Infusionsoft
- Zapier creates a new Xero invoice from the Infusionsoft invoice
What You Need
- Infusionsoft account with rights to read/write invoices
- Xero account with rights to read/write invoices