Repsly
When this happens...
RepslyNew Client (Deprecated)
Then do this...
XeroCreate/Update Contact

Xero accounting software comes packed with features that small business users can take advantage of. Now with Repsly integration, your management and accounting software can join together to provide an even greater benefit. Using Zapier, Repsly users can create new clients from the web console or mobile app, and then have them automatically appear in Xero as a new contact.

Note: This Zapier integration doesn't import existing clients into Xero, only new clients after you've set it up.

How It Works

  1. You have a new client in Repsly
  2. Zapier adds that contact to Xero as a new contact

What You Need

  • Repsly account
  • Xero account
Premium
Xero is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Client With Details

Triggers when a new client is created.

Create Product

Creates a new product.

New Form With Details

Triggers when a new form is created.

Create Client

Creates a new client.

New Missed Schedule

Triggers when a new schedule is missed.

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Bill

Triggered when you add a new bill. (Accounts Payable)

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

Create Bill

Creates a new bill (Accounts Payable).

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Become a Zapier Integration Partner

Repsly is a field activity management software which simplifies field work. See what your field reps see in real-time and gain control of your field team.

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.

See Xero Integrations