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Quickly connect PandaDoc to Xero with a Zapier template.

Our most popular template

Create or update Xero contacts from completed PandaDoc documents
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PandaDoc + Xero
Create bills in Xero for newly sent PandaDoc documents
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PandaDoc + Xero
Create bills in Xero for newly paid PandaDoc documents
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PandaDoc + Xero
Update Xero contacts when PandaDoc document status changes
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PandaDoc + Xero
Create or update Xero contacts when PandaDoc documents are paid
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PandaDoc + Xero
Create sales invoices in Xero for newly paid PandaDoc documents
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PandaDoc + Xero

Create or update Xero contacts from completed PandaDoc documents

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Details

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PandaDoc + Xero

Create bills in Xero for newly sent PandaDoc documents

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Details

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PandaDoc + Xero

Create bills in Xero for newly paid PandaDoc documents

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Details

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PandaDoc + Xero

Update Xero contacts when PandaDoc document status changes

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PandaDoc + Xero

Create or update Xero contacts when PandaDoc documents are paid

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PandaDoc + Xero

Create sales invoices in Xero for newly paid PandaDoc documents

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PandaDoc + Xero

Create or update PandaDoc contacts when new Xero contacts are added
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Xero + PandaDoc
Create new Xero sales invoices from completed PandaDoc documents
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PandaDoc + Xero

How Zapier works

Zapier makes it easy to integrate PandaDoc with Xero - no code necessary. See how you can get setup in minutes.

Select a trigger from PandaDoc

A trigger is an event that starts your Zap and runs the workflow. For example, with PandaDoc, a trigger could be "Document Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Xero

An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected PandaDoc to Xero

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your PandaDoc to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about PandaDoc + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PandaDoc and Xero

How can I integrate PandaDoc with Xero?

You can integrate PandaDoc with Xero using our platform by setting specific triggers and actions. For instance, you can trigger the creation of a draft invoice in Xero whenever a document is completed in PandaDoc.

What type of triggers can initiate actions between PandaDoc and Xero?

Triggers such as 'Document Completed' or 'Payment Received' in PandaDoc can initiate corresponding actions in Xero, like creating invoices or updating contacts.

Can I automatically generate invoices in Xero from completed documents in PandaDoc?

Yes, by creating a workflow where the trigger is ‘Document Completed’ in PandaDoc, you can automate the generation of invoices in Xero.

How do I set up a workflow to update my Xero contacts when new recipients are added in PandaDoc?

You can create a connection where adding a new recipient in PandaDoc acts as a trigger to update your existing contacts or add new data to your contacts list in Xero.

Are there any restrictions when syncing data between PandaDoc and Xero?

While most standard fields sync accurately, custom fields may require additional configuration. Check our integration guidelines for specific limitations and best practices.

What happens if there's an error during the integration process between PandaDoc and Xero?

Our platform will notify you of any errors that arise during the operation. You will receive detailed logs that help diagnose and resolve issues quickly.

Is it possible to synchronize payment statuses between PandaDoc documents and Xero invoices?

Yes, you can set triggers where once payment is marked as ‘Received’ on a document in PandaDoc, the corresponding invoice status updates automatically within your Xero account.

Connect PandaDoc and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document ID
  Required
Action
Search
- Organization
  Required
Trigger
Scheduled
Try It

- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- State
Trigger
Scheduled
Try It
- Organization
  Required
- Document Status
Trigger
Scheduled
Try It
- Organization
  Required
- Document Status
Trigger
Instant
Try It
- Organization
  Required
- Document Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Attachment Name
  Required
- Account_number
- Contact Requirements
- First name
- Last name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Type
- Contact
  Required
- Date
Action
Write
- Organization
  Required

Connect PandaDoc and Xero to unlock the power of automation

Set up your first integration

Create or update Xero contacts from completed PandaDoc documents

Create bills in Xero for newly sent PandaDoc documents

Create bills in Xero for newly paid PandaDoc documents

Update Xero contacts when PandaDoc document status changes

Create or update Xero contacts when PandaDoc documents are paid

Create sales invoices in Xero for newly paid PandaDoc documents

Create or update Xero contacts from completed PandaDoc documents

Create bills in Xero for newly sent PandaDoc documents

Create bills in Xero for newly paid PandaDoc documents

Update Xero contacts when PandaDoc document status changes

Create or update Xero contacts when PandaDoc documents are paid

Create sales invoices in Xero for newly paid PandaDoc documents

Create or update PandaDoc contacts when new Xero contacts are added

Create new Xero sales invoices from completed PandaDoc documents

How Zapier works

Select a trigger from PandaDoc

Setup an action from Xero

That’s it! You just connected PandaDoc to Xero

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about PandaDoc + Xero integrations

Connect PandaDoc and Xero to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions