You've added leads in Infusionsoft, honed your marketing and followed up automatically, and finally closed the sale. Now, it's time to send your Xero invoice--and Zapier can do that for you automatically.
Connect Infusionsoft and Xero in Zapier, and whenever you close a deal with your leads in Infusionsoft, Zapier can automatically copy the info and send them an invoice in Xero. Zapier can then copy the invoice or receipt data back to your contact's entry in Infusionsoft, so you'll have a complete record of your customer interactions from the first message until their final payment.Get Started
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.
Make a Zap with Xero
Zapier combines Triggers (like "New Email") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. Select a Trigger and Action from the lists to start creating a Zap!
You use lots of apps to get your work done. Zapier lets you easily connect those apps together to help automate tedious tasks.
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A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!