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
Premium
Xero is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

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

Triggers when a new deal is created.

Xero
Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

UPilot
New Person

Triggers when a new person is created.

Xero
Create/Update Contact

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

UPilot
New Task

Triggers when a new task is created.

Xero
Create Bill

Creates a new bill (Accounts Payable).

Xero
New Bill

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

Xero
Create Payment

Applies a payment to an invoice.

Xero
New Sales Invoice

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

Xero
Create Purchase Order

Creates a new purchase order for a contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

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.