When this happens...
UPilotUpdated Deal
Then do this...
XeroCreate/Update Contact

Managing your clients and invoicing them every time a deal is won can be a daunting task. 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 deal is marked as Won in UPilot. If the contact already exists in Xero, it will be updated with the latest information from UPilot. This way, you can always keep your customers updated in Xero.

How this UPilot-Xero integration works

  1. A deal is marked as Won in UPilot
  2. Zapier automatically adds the related contact for the deal in Xero as a new contact

Apps involved

  • UPilot
  • Filter by Zapier
  • Xero
Xero is a Premium integration on Zapier.

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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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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