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  • Kartra logoKartra logo

Xero + Kartra Integrations

How to connect Xero + Kartra

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  • Xero triggers, actions, and search
    New Bank Transaction
    Triggers when a new bank transaction is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Bill
    Triggers when you add a new bill. (Accounts Payable)
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Payment
    Triggers when you receive a new payment.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Purchase Order
    Triggers when a new purchase order is created or enters a status for the first time.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Quote
    Triggers when a new quote is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Expense Claim Receipt
    Triggers when you add a new draft expense claim receipt.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Sales Invoice
    Triggers when you add a new sales invoice. (Accounts Receivable)
    Trigger
    Scheduled
  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

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

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

  • Kartra

    Triggers when an affiliate signs up for a product.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is assigned a tag.

    Instant

    Trigger

  • Kartra

    Triggers when a customer buys product.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is cancels a calendar.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is completes a calendar.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is registered to a calendar.

    Instant

    Trigger

  • Kartra

    Triggers when a customer cancels subscription.

    Instant

    Trigger

  • Kartra

    Triggers when a lead fills in an optin form.

    Instant

    Trigger

  • Kartra

    Triggers when an jv signs up for a product.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is granted access to membership.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is revoked access to membership.

    Instant

    Trigger

  • Kartra

    Triggers when a lead clicks on a page split test link.

    Instant

    Trigger

  • Kartra

    Triggers when a customer partial refunds product.

    Instant

    Trigger

  • Kartra

    Triggers when a lead reaches score for the first time.

    Instant

    Trigger

  • Kartra

    Triggers when a customer refunds product.

    Instant

    Trigger

  • Kartra

    Triggers when a lead completes a sequence.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is added to a sequence.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is removed from sequence.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is subscribed to a list.

    Instant

    Trigger

  • Kartra

    Triggers when a lead clicks on a tracking link.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is unassigned a tag.

    Instant

    Trigger

  • Kartra

    Triggers when a lead is unsubscribed from a list.

    Instant

    Trigger

  • Kartra

    Triggers when a lead completes a kartra video.

    Instant

    Trigger

  • Kartra

    Triggers when a lead plays a kartra video.

    Instant

    Trigger

  • Kartra

    Triggers when a lead visits an external page.

    Instant

    Trigger

  • Kartra

    Triggers when a lead visits a kartra page.

    Instant

    Trigger

  • Kartra

    Assign a lead to tags in your Kartra account.

    Scheduled

    Action

  • Kartra

    Cancels a lead subscription to a Kartra calendar.

    Scheduled

    Action

  • Kartra

    Subscribes a lead to a Kartra calendar.

    Scheduled

    Action

  • Kartra

    Cancels a Kartra subscription.

    Scheduled

    Action

  • Kartra

    Creates a custom field in your Kartra account.

    Scheduled

    Action

  • Kartra

    Creates a new lead in your Kartra account.

    Scheduled

    Action

  • Kartra

    Edit an existing lead from your Kartra account.

    Scheduled

    Action

  • Kartra

    Add points to a lead in your Kartra account.

    Scheduled

    Action

  • Kartra

    Refunds a Kartra transaction.

    Scheduled

    Action

  • Kartra

    Remove points from a lead in your Kartra account.

    Scheduled

    Action

  • Kartra

    Get all the lists in your Kartra account.

    Scheduled

    Action

  • Kartra

    Get all the pages in your Kartra account.

    Scheduled

    Action

  • Kartra

    Get all the sequences from your Kartra account.

    Scheduled

    Action

  • Kartra

    Get all the tags from the your account in Kartra.

    Scheduled

    Action

  • Kartra

    Get all the custom fields from your account in Kartra.

    Scheduled

    Action

  • Kartra

    Subscribe a lead to lists in your Kartra account.

    Scheduled

    Action

  • Kartra

    Subscribe a lead to a sequence at a particular step in your Kartra account.

    Scheduled

    Action

  • Kartra

    Remove tags from a lead of your choosing.

    Scheduled

    Action

  • Kartra

    Unsubscribe a lead from lists in your Kartra account.

    Scheduled

    Action

  • Kartra

    Unsubscribe lead from sequences in your Kartra account.

    Scheduled

    Action

  • Kartra

    Get the details of the lead, including transactions made, subscriptions to lists, tags and sequences.

    Scheduled

    Action

  • Kartra

    Search for a lead in your Kartra account.

    Scheduled

    Action

How Xero + Kartra Integrations Work

  1. Step 1: Authenticate Xero and Kartra.
    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.
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.

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kartra logo
kartra logo

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
Learn more

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