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UPilot + Xero

Create or update Xero contacts for new people added in UPilot

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.

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.

  1. When this happens...
    UPilotUPilot
    New Person

    Triggers when a new person is created.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • UPilot triggers, actions, and search

    New Company

    Triggers when a new company is created.

    Trigger
    Instant
    Try It
    • Status

    Trigger
    Scheduled
    Try It
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upilot logo

About UPilot

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.

Related categories

  • CRM (Customer Relationship Management)

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