Rotessa + Xero Integrations
How to connect Rotessa + Xero
Zapier lets you send info between Rotessa and Xero automatically—no code required.
Popular Rotessa + Xero workflows
Create Rotessa customers from new Xero contacts
Create Rotessa customers from new Xero contactsPremiumCreate Xero payments for approved Rotessa transactions
Create Xero payments for approved Rotessa transactionsPremiumCreate Rotessa transactions for new Xero sales invoices
Create Rotessa transactions for new Xero sales invoicesPremium
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Transaction ApprovedTriggers when a transaction's status is updated to approved in Rotessa.Trigger- Declined TransactionTriggers when a transaction's status is updated to declined in Rotessa.Trigger
- New CustomerTriggers when a customer is created in Rotessa.Trigger
- New Customer With Customer AuthorizationTriggers when a customer is created using customer authorization in Rotessa.Trigger
- Customer ChangeTriggers when a customer is updated in Rotessa.Trigger
- Create CustomerCreates a new customer in Rotessa.Action
- Create TransactionCreate a new transaction in Rotessa.Action
- Update CustomerUpdate a existing customer.Action
- Rotessa
Match a Rotessa customer with a unique identifier.
Scheduled
Action
- Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
- Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
- Xero
Triggers when you add a new contact.
Scheduled
Trigger
- Xero
Triggers when you receive a new payment.
Scheduled
Trigger
- Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
- Xero
Triggers when a new quote is created.
Scheduled
Trigger
- Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
- Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
- Xero
Transfers money between two bank accounts.
Scheduled
Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
- Xero
Creates a new quote draft.
Scheduled
Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
Scheduled
Action
- Xero
Creates a new purchase order for a contact.
Scheduled
Action
- Xero
Finds a contact by name or account number.
Scheduled
Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
Scheduled
Action
How Rotessa + Xero Integrations Work
- Step 1: Authenticate Rotessa and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Rotessa
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