Kartra + Xero
Create Xero sales invoices for new Kartra product purchases
Easily manage your sales invoices in Xero with this seamless workflow. When a customer purchases a product in Kartra, this automation creates a sales invoice in Xero for that transaction. Save time, reduce manual data entry, and keep your financial records up-to-date with this efficient process.
Easily manage your sales invoices in Xero with this seamless workflow. When a customer purchases a product in Kartra, this automation creates a sales invoice in Xero for that transaction. Save time, reduce manual data entry, and keep your financial records up-to-date with this efficient process.
- When this happens...
Customer Buys ProductTriggers when a customer buys product.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Sales InvoiceCreates a new sales invoice (Accounts Receivable).
ActionWriteCreate a new record or update an existing record in your app.
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Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page CategoryRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoryRequired
Assign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Calendar ClassRequired
Starting Date
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field IdentifierRequired
Custom Field TypeRequired
Custom Field Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
EmailRequired
New Email
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Facebook Account
Twitter Account
Linkedin Account
Google Plus Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction IDRequired
Amount
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to SequenceRequired
Sequence StepRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page Split Test LinkRequired
VersionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tracking Link CategoryRequired
Tracking LinksRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Kartra Page WebsiteRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Calendar ClassRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription ID
Transaction ID
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Facebook Account
Twitter Account
Linkedin Account
Google Plus Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Product FunnelsRequired
ProductRequired
Product Price PointRequired
Next Payment Date
Amount
Recurrence
Quantity
Installments Left
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Points to a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Points From a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag CategoryRequired
Unassign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From SequenceRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Kartra
Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.
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