Create Personalized Documents from Xero with WebMerge

Want a simple way to make customized documents—including receipts, contract letters, and more—from your Xero account? This Zap will let you automatically create any documents you need, using a WebMerge template.

How it Works

Zapier will watch your Xero account for new invoices. Whenever you send out an invoice, it'll copy the customer's info and sent it to WebMerge where it'll be combined with your document templates. You'll get customized documents for each of your customers automatically.

What You Need

  1. A Xero account with recent invoices
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

Create Personalized Documents from Xero with WebMerge
Xero integration logo

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.

Xero Connected App

WebMerge integration logo

Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

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