Xero + Optix Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Xero and Optix.

Get started with workflows like: Create Xero invoices for new Optix invoice payments. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Popular Ways to Connect Xero and Optix

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

Triggers when a new bank transaction is created.

Triggers when you add a new contact.

Triggers when a new purchase order is created or enters a status for the first time.

Triggers when you add a new draft expense claim receipt.

Triggers when a user or team plan subscription is cancelled or has ended.

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

Triggers when you receive a new payment.

Triggers when a new quote is created.

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

Triggers when a user reports a new issue.

Step 1: Authenticate Xero + Optix.
(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.