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Create or update Xero contacts for new people added in UPilot

  1. When this happensStep 1: New Person

  2. Then do thisStep 2: Create/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

Connect UPilot + Xero in Minutes

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