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
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Add new Infusionsoft invoices to Xero as invoices
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
Add new Infusionsoft tagged contacts to Xero
Keep your contacts updated without spending hours copying and pasting. With this Infusionsoft Xero integration, every time a new contact is tagged in Infusionsoft, a new contact is created in Xero.
Note: This Zapier automation doesn't create Xero contacts from currently tagged Infusionsoft contacts, only new ones after you've set it up.
How It Works
- A new contact is tagged in Infusionsoft
- Zapier adds this contact to Xero
What You Need
- Infusionsoft account
- Xero account
Add new Xero contacts to Infusionsoft
Keep your contacts updated without spending hours copying and pasting. With this Xero-Infusionsoft integration, every time a new contact is added in Xero, a new contact is created in Infusionsoft, too.
It's easy to connect Infusionsoft by Keap + Xero and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a tag gets added to a contact for the first time.
Creates a new contact. Can be used to update existing contacts too.
Triggers when you add a new opportunity.
Applies a tag to an existing contact.
Triggers when a contact subscribes to plan.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Triggers when a contact unsubscribes from plan.
Creates a new sales invoice (Accounts Receivable).
Triggers when you add a new contact.
Creates a new contact. Can be used to update existing contacts too.
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