Xero + Optix Integrations
How to connect Xero + Optix
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Popular Xero + Optix workflows
Create Xero invoices for new Optix invoice payments
Create Xero invoices for new Optix invoice paymentsPremium
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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
- Optix
Triggers when a resource assignment is canceled.
Instant
Trigger
- Optix
Triggers when a resource assignment is updated.
Instant
Trigger
- Optix
Triggers when there is a new resource assignment.
Instant
Trigger
- Optix
Triggers when a user or team plan subscription is cancelled or has ended.
Instant
Trigger
- Optix
Triggers when a user reports a new issue.
Instant
Trigger
- Optix
Triggers when a new lead is added to an organization. It has 1 hour delay, and it won’t be triggered if a lead becomes an active member within that period.
Instant
Trigger
- Optix
Triggers when a member booking has been cancelled.
Instant
Trigger
- Optix
Triggers when a member booking has been updated.
Instant
Trigger
- Optix
Triggers when there is a new member booking.
Instant
Trigger
- Optix
A member checks into a location.
Instant
Trigger
- Optix
Triggers when a new member is added to an organization.
Instant
Trigger
- Optix
Triggers when a member asks admins a question.
Instant
Trigger
- Optix
Triggers when a user or team is subscribed to a plan. And when a new user is added to an individual team plan.
Instant
Trigger
- Optix
Triggers when a user is added to a team.
Instant
Trigger
- Optix
Triggers when a member pays an invoice.
Instant
Trigger
- Optix
Triggers when a user or team plan is updated.
Instant
Trigger
- Optix
Triggers when a user or team plan subscription is about to end.
Instant
Trigger
- Optix
Triggers when a new product sale is made
Instant
Trigger
- Optix
Triggers when a user is removed from a team.
Instant
Trigger
- Optix
Adds a new user to Optix
Scheduled
Action
How Xero + Optix Integrations Work
- Step 1: Authenticate Xero and 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.
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