Xero + Optix Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Xero and Optix, with as many as 60 possible integrations. Are you ready to find your productivity superpowers?
Create Xero invoices for new Optix invoice payments
When you manage invoices across multiple platforms, it can become easy to misplace crucial information. If you handle all of your venue's invoicing through Xero, ensure paid Optix invoices are automatically copied over into your Xero account. As soon as an Optix user pays their invoice, this integration will automatically mark the duplicate Xero invoice as "paid" so you can be sure your account stays up to date.
Note: This Zapier integration doesn't create invoices from previously paid Optix invoices, only invoices that a users pays for after you've set up the integration.
How this Optix-Xero integration works
- An Optix user pays an invoice
- Zapier automatically creates a duplicate invoice in Xero
- Xero automatically marks the duplicate invoice as “paid.”
Apps involved
- Optix Account
- Xero account
It's easy to connect Xero + Optix and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when you add a new bill. (Accounts Payable)
Creates a new sales invoice (Accounts Receivable).
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new contact or updates a contact if a contact already exists.
Triggered when you add a new contact.
Creates a new bill (Accounts Payable).
Triggered when you add a new draft expense claim receipt.
Applies a payment to an invoice.
Triggered when you receive a new payment.
Creates a new purchase order for a contact.
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