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Zapier makes it easy to integrate PandaDoc with Xero - no code necessary. See how you can get setup in minutes.
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PandaDoc
PandaDoc
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
PandaDoc
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Document Completed" from PandaDoc.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects PandaDoc and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Organization
Required
Credit Note ID
Required
Invoice ID
Required
Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
From Account
Required
To Account
Required
Amount
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Code
Required
Name
Required
Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Type
Required
Contact
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Contact_account_number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact_tax_number
Bank Account Number
Contact Number
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Number
Reference
Sent_to_contact
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Project Name
Required
Deadline for the project
Project Estimate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Repeated Invoice Schedule
Invoice Creation: Frequency Type
Required
Invoice Creation: Frequency (Period)
Required
Due Date Type: Payment Terms
Required
Set Due Dates (Days)
Required
Start Date:
Required
End Date
Status
Required
Currency
Branding_theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Purchase Order
Required
Contact
Update Method for Line Items
Date
Delivery_date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected_arrival_date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Invoice_id
Required
Contact
Status
Date
Due_date
Expected_payment_date
Reference
Branding_theme
Url
Currency
Sent_to_contact
Attachments
Invoice_number
Line_amount_types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Include PDF File
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Contact ID
Quote Number
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use PandaDoc and Xero with AI agents and code
Beyond Zap workflows. Call PandaDoc and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose PandaDoc and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Attachment
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use PandaDoc and Xero
Sync completed PandaDoc documents to Xero.
When a document is marked as completed in PandaDoc, Zapier automatically creates a corresponding sales invoice in Xero. This ensures seamless tracking of completed deals and invoices, reducing manual data entry while keeping financial records up to date.
When a new ticket resolution requires billing in Xero, Zapier creates a draft template in PandaDoc to standardize the communication and billing process. This minimizes delays in customer communication and ensures accuracy in charges.
When a document in PandaDoc is viewed for the first time, Zapier updates a shared report in Xero with the engagement details. This allows the marketing team to keep tabs on prospect interest and adjust campaigns based on which documents are getting the most engagement.
Level up your PandaDoc to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about PandaDoc + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PandaDoc and Xero
How can I integrate PandaDoc with Xero?
You can integrate PandaDoc with Xero using our platform by setting specific triggers and actions. For instance, you can trigger the creation of a draft invoice in Xero whenever a document is completed in PandaDoc.
What type of triggers can initiate actions between PandaDoc and Xero?
Triggers such as 'Document Completed' or 'Payment Received' in PandaDoc can initiate corresponding actions in Xero, like creating invoices or updating contacts.
Can I automatically generate invoices in Xero from completed documents in PandaDoc?
Yes, by creating a workflow where the trigger is ‘Document Completed’ in PandaDoc, you can automate the generation of invoices in Xero.
How do I set up a workflow to update my Xero contacts when new recipients are added in PandaDoc?
You can create a connection where adding a new recipient in PandaDoc acts as a trigger to update your existing contacts or add new data to your contacts list in Xero.
Are there any restrictions when syncing data between PandaDoc and Xero?
While most standard fields sync accurately, custom fields may require additional configuration. Check our integration guidelines for specific limitations and best practices.
What happens if there's an error during the integration process between PandaDoc and Xero?
Our platform will notify you of any errors that arise during the operation. You will receive detailed logs that help diagnose and resolve issues quickly.
Is it possible to synchronize payment statuses between PandaDoc documents and Xero invoices?
Yes, you can set triggers where once payment is marked as ‘Received’ on a document in PandaDoc, the corresponding invoice status updates automatically within your Xero account.
About PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
