When this happens...
UPilotNew Person
Then do this...
XeroCreate/Update Contact

Keeping your books and contacts organized is a big job. If you're using Xero to manage the invoicing for your business, with this UPilot-Xero integration Zapier will automatically create a contact in Xero when a new person is added in UPilot. If the contact already exists in Xero, it will be updated with the latest information from UPilot.

Note: This integration doesn't create contacts for people already existing in UPilot, but only new ones added after you've set it up

How this UPilot-Xero integration works

  1. A new person is created in UPilot
  2. A new contact is automatically created in Xero

Apps involved

  • UPilot
  • Xero

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When this happens...
then do this!
New Deal

Triggers when a new deal is created.

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Person

Triggers when a new person is created.

Create/Update Contact

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

New Task

Triggers when a new task is created.

Create Bill

Creates a new bill (Accounts Payable).

New Bill

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

Create Payment

Applies a payment to an invoice.

New Sales Invoice

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

Create Purchase Order

Creates a new purchase order for a contact.

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Become a Zapier Integration Partner

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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