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Set up your first integration
Quickly connect Copilot to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.
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 Copilot 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.
- List App Installs
Lists the app installs in a workspace.
Try ItTriggerPolling - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - List Clients
Lists the clients.
Try ItTriggerPolling - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerInstant
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerInstant - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerInstant - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerInstant - Query param to filter placeholder companies
Try ItTriggerPolling
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Practical ways you can use Copilot and Xero
Sync client payments to Xero invoices
When a client makes a payment through Copilot, Zapier automatically creates a corresponding invoice in Xero. This automation reduces manual bookkeeping efforts, ensures accurate financial records, and minimizes errors, helping maintain clear cash flow visibility.
Business Owner
Create client users in Copilot from Xero contacts
When a new contact is added in Xero, Zapier automatically creates a new client user in Copilot. This process enhances user management and ensures seamless onboarding by bridging the data between financial and client-management systems.
ITAdd completed forms to Xero as new contacts
When a client submits a completed form in Copilot, Zapier automatically creates a new contact in Xero. This integration saves the marketing team from manually inputting contact details, improving lead processing time and reducing data entry errors.
Marketing & Marketing OpsLearn how to automate Xero on the Zapier blog
Frequently Asked Questions about Copilot + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and Xero
How do I start integrating Copilot with Xero?
To start integrating Copilot with Xero, you first need to set up accounts on both platforms. Once done, navigate to our integration settings, and select Xero from the list of available apps. Follow the prompts to authorize access between the two services.
What triggers are available for the Copilot and Xero integration?
We offer several triggers for this integration, including new invoice creation, payment updates, and changes in client details in Xero. These triggers can be used to automate follow-up actions in Copilot.
Can I automate invoice creation in Xero using Copilot?
Yes, you can automate invoice creation in Xero using designated actions set up through our platform. You'll be able to generate invoices based on specific client interactions recorded in Copilot.
Are there any limitations when it comes to data syncing between Copilot and Xero?
While most data can be seamlessly synced between Copilot and Xero, some custom fields might not automatically transfer depending on how they are configured within each platform.
What should I do if my transactions aren't syncing properly between Copilot and Xero?
First, ensure that both platforms are connected correctly under our integrations settings. If issues persist, please contact our support team for further assistance.
How often is data synchronized between Copilot and Xero?
Data is typically synchronized every 15 minutes; however, you may manually initiate a sync at any time from within your account settings if needed.
Can I customize which data points are shared between Copilot and Xero?
Yes, our platform allows you to specify which data points you wish to share between Copilot and Xero during integration setup. You can adjust these preferences at any time through your integration settings.
