Xero + ServeManager Integrations

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


Get started with workflows like: Create Sales Invoice in Xero from ServeManager Invoice. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Xero + ServeManager in Minutes

It's easy to connect Xero + ServeManager 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 Contact

Triggers when you add a new contact.

New Purchase Order

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

New Expense Claim Receipt

Triggers when you add a new draft expense claim receipt.

Invoice Issued

Triggers when an invoice is issued.

New Bill

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

New Payment

Triggers when you receive a new payment.

New Quote

Triggers when a new quote is created.

New Sales Invoice

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

New Affidavit

Triggers when a new affidavit document is created.

How Xero + ServeManager Integrations Work

  1. Step 1: Authenticate Xero + ServeManager.
    (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 + ServeManager