Xero
When this happens...
XeroCreate/Update Contact

Keep your contacts updated without spending hours copying and pasting. With this Infusionsoft Xero integration, every time a new contact is tagged in Infusionsoft, a new contact is created in Xero.

Note: This Zapier automation doesn't create Xero contacts from currently tagged Infusionsoft contacts, only new ones after you've set it up.

How It Works

  1. A new contact is tagged in Infusionsoft
  2. Zapier adds this contact to Xero

What You Need

  • Infusionsoft account
  • Xero account

Why Zapier?

Free

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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 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.

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

See Infusionsoft by Keap Integrations