When this happens...
XeroNew Invoice
Then do this...
WebMergeCreate Document Merge

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.

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 WebMerge + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Bill

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

Create Document Merge

Send data to your Merge URL.

New Sales Invoice

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

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Contact

Triggered when you add a new contact.

Create/Update Contact

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

New Expense Claim Receipt

Triggered when you add a new draft expense claim receipt.

Create Bill

Creates a new bill (Accounts Payable).

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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.

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.