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.
Let Zapier do the work for you.
Xero makes it easy to track your businesses expenses and accounting with well designed mobile apps and web interfaces.
Zapier integration with Xero lets businesses connect Xero to hundreds of the best in breed SaaS applications on the web. Check out some popular Zaps below or select the service you want to connect Xero with to get going.
Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
This Zap will create all your customer contacts from Infusionsoft when a specific Tag is applied to the contact record.
Invoice paid in Xero stops auto reminder sequences in Infusionsoft
Sync Infusionsoft invoices to Xero
We avoid double entry of data
Create a new invoice in Xero when an invoice is created in InfusionSoft and include all line items.
Add invoices from Infusionsoft to Xero
Save time and keeps our accounts upto date
Existing contacts in Infusionsoft can be added to Xero
SAves us getting someone to manually input the invoices. also ensures that we never miss a sale
Save time and prevent inaccuracies. Once the job's done and you're ready to issue the invoice - a new contact would be created in the world's finest piece of soft ware. The connectionn is automatic. Hassle free.
Saves double entry
Saves Double Entry
When a member pays their invoice in Xero, Infusionsoft gets notified.
Xero is my centre of truth, where I have the complete picture of what's going on in my business. Multiple systems can feed into Xero yet with more systems can come more manual processes which is what I am trying to avoid! By zapping Infusionsoft invoices to Xero, I save on manual data entry and avoid the risk of human error while saving time. Love it!
removes the hassle to enter sales invoices from infusionsoft into xero
Create contacts in Infusionsoft when added to Xero i.e. by your accountant or bookkeeper
none at all it did not work
Saves entering details into Xero. Speed and accuracy of Propsals
The auto creation of invoices in Xero from Infusionsoft!
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!
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