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Xero + Proposify Integrations

Xero logoProposify logo
Xero logoProposify logo

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

Connect Xero + Proposify in Minutes

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

All Triggers & Actions

New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

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

New Contact

Triggers when you add a new contact.

New Payment

Triggers when you receive a new payment.

New Purchase Order

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

New Quote

Triggers when a new quote is created.

New Expense Claim Receipt

Triggers when you add a new draft expense claim receipt.

New Sales Invoice

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

InstantClient Commented on a Proposal

Triggers when a client has left a comment on the client view.

InstantClient Created

Triggers when a user creates a new client.

How Xero + Proposify Integrations Work

  1. Step 1: Authenticate Xero + Proposify.
    (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.
Connect Xero + Proposify

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