Xero
When this happens...
Infusionsoft by KeapNew Invoice
Then do this...
XeroNew Invoice (Legacy)

If you're managing customers and prospects in Infusionsoft, but prefer to keep your books in Xero, this Infusionsoft Xero integration is for you. Each time a new invoice is created in Infusionsoft, an invoice will be created in Xero.

Note: This Zapier integration doesn't create invoices from previous Infusionsoft invoices, only new ones after you've set it up.

How It Works

  1. A new invoice is created in Infusionsoft
  2. Zapier creates a new Xero invoice from the Infusionsoft invoice

What You Need

  • Infusionsoft account with rights to read/write invoices
  • Xero account with rights to read/write invoices

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Bill

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

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Sales Invoice

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

Create/Update Contact

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

New Contact

Triggered when you add a new contact.

Create Bill

Creates a new bill (Accounts Payable).

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Create Payment

Applies a payment to an invoice.

New Opportunity

Triggers when you add a new opportunity.

Create/Update Contact

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

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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.

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Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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