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Back to Infusionsoft by Keap + Xero integrations

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Add new Infusionsoft invoices to Xero as invoices

  1. When this happensStep 1: New Invoice

  2. 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

  1. A new invoice is created in Infusionsoft
  2. 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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Connect Infusionsoft by Keap + Xero in Minutes

It's easy to connect Infusionsoft by Keap + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Action sequence

Triggered when a new action sequence is added.

New Company

Triggers when you add a new company.

New Contact Action

Triggers when you add a new action for a contact (task, note, or appointment).

Credit Card Charge

Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

New Invoice

Triggers when you add a new invoice.

New Affiliate

Triggers when you add a new affiliate.

New Contact

Triggers when you add a new contact.

Tag Added to Contact

Triggers when a tag gets added to a contact.

New Expense

Triggers when you add a new expense for an opportunity or leadsource.

New Opportunity

Triggers when you add a new opportunity.

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