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Xero + ActiveCampaign Integrations

How to connect Xero + ActiveCampaign

Zapier lets you send info between Xero and ActiveCampaign automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?
  • Xero triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Scheduled
    Try It
    • Quote Status

      If left empty, Zapier will trigger on all new quotes, regardless of status.

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
    Try It
  • Xero triggers, actions, and search

    New Expense Claim Receipt

    Triggers when you add a new draft expense claim receipt.

    Trigger
    Scheduled
    Try It
    • InvoiceRequired

    • Item Code

      You must provide either an Item Code or both a Description and a Unit Price.

    • Description

      If no Item Code is provided, this field is required.

    • QuantityRequired

    • Unit Price

      If no Item Code is provided, this field is required.

    • Discount %

    • Account

    • Tax Rate

      Only specify if you want to override the default tax type for the account above.

    Action
    Write

How Xero + ActiveCampaign Integrations Work

  1. Step 1: Authenticate Xero and ActiveCampaign.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

ActiveCampaign Tutorials

xero logo
xero logo

About Xero

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.
Learn more

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  • Accounting

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activecampaign logo
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About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

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