Skip to content
Xero logoRotessa logo

Back to Rotessa + Xero integrations

Try It

Create Rotessa customers from new Xero contacts

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create Customer

When a new contact is created in Xero this automation will create a matching customer in Rotessa. Their unique custom identifier is set as their name since other Rotessa automations use this field to match customers.

Try it

Connect Rotessa + Xero in Minutes

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

All Triggers & Actions

InstantTransaction Approved

Triggers when a transaction's status is updated to approved in Rotessa.

InstantDeclined Transaction

Triggers when a transaction's status is updated to declined in Rotessa.

InstantNew Customer

Triggers when a customer is created in Rotessa.

InstantNew Customer With Customer Authorization

Triggers when a customer is created using customer authorization in Rotessa.

InstantCustomer Change

Triggers when a customer is updated in Rotessa.

New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

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

New Contact

Triggers when you add a new contact.

New Payment

Triggers when you receive a new payment.

New Purchase Order

Triggers when a new purchase order is created or enters a status for the first time.

Connect the apps you use every day

Get started with a Free account

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’s Terms of Service