Xero + Kartra Integrations
How to connect Xero + Kartra
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New Bank TransactionTriggers when a new bank transaction is created.Trigger- New BillTriggers when you add a new bill. (Accounts Payable)Trigger
- New ContactTriggers when you add a new contact.Trigger
- New PaymentTriggers when you receive a new payment.Trigger
- New Purchase OrderTriggers when a new purchase order is created or enters a status for the first time.Trigger
- New QuoteTriggers when a new quote is created.Trigger
- New Expense Claim ReceiptTriggers when you add a new draft expense claim receipt.Trigger
- New Sales InvoiceTriggers when you add a new sales invoice. (Accounts Receivable)Trigger
- 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
- Step 1: Authenticate Xero and Kartra.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Xero
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