Xero + WebMerge Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Xero and WebMerge, with as many as 31 possible integrations. Are you ready to find your productivity superpowers?
Create Personalized Documents from Xero with WebMerge
Want a simple way to make customized documents—including receipts, contract letters, and more—from your Xero account? This Zap will let you automatically create any documents you need, using a WebMerge template.
How it Works
Zapier will watch your Xero account for new invoices. Whenever you send out an invoice, it'll copy the customer's info and sent it to WebMerge where it'll be combined with your document templates. You'll get customized documents for each of your customers automatically.
What You Need
- A Xero account with recent invoices
- A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)
Got that? Then let's get started.
It's easy to connect Xero + WebMerge 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).
Triggers when a merged/populated document is created.
Applies a payment to an invoice.
Triggered when you add a new draft expense claim receipt.
Send data to your Data Route URL.
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