App Holder
Infusionsoft

Infusionsoft and Xero Integration

Automate invoicing and payment processing. Connect Infusionsoft and Xero. Run workflows.

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Popular Integrations

  • Infusionsoft Xero

    Add Or Update a Contact in Xero on a New Contact in Infusionsoft

  • Infusionsoft Xero

    Add Or Update a Contact in Xero on a New Tag added to Contact in Infusionsoft

  • Xero Infusionsoft

    Send an Email in Infusionsoft on a New or Modified Contact in Xero

  • Infusionsoft Xero

    Add Or Update a Contact in Xero on a New Opportunity in Infusionsoft

  • Xero Infusionsoft

    Send an Email in Infusionsoft on a New Payment in Xero

  • Xero Infusionsoft

    Send an Email in Infusionsoft on a New Overpayment in Xero

  • Xero Infusionsoft

    Add a Note in Infusionsoft on a New or Modified Contact in Xero

  • Xero Infusionsoft

    Tag a Contact in Infusionsoft on a New or Modified Contact in Xero

Looking for something else?

Create your own Integration

Connect Infusionsoft and Xero the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Infusionsoft

    New Opportunity

    Triggers when a new Opportunity is created
  • Infusionsoft

    New Contact

    Triggers when a new contact is created
  • Infusionsoft

    New Contact Action

    Triggers when a new Contact Action (tasks,appointments or notes) is created
  • Infusionsoft

    New Invoice

    Triggers when a new Invoice is created
  • Infusionsoft

    New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • Infusionsoft

    New Company

    Triggers when a new company is created in infusionsoft account
  • Infusionsoft

    New Payment

    Triggers when a new Payment is created
  • Infusionsoft

    New Product

    Triggers when a new product is created
  • Infusionsoft

    Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • Infusionsoft

    New Subscription

    Triggers when a new subscription is created
  • Infusionsoft

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • Xero

    New or Modified Contact

    Triggers when a new contact is created or an existing one is modified
  • Xero

    New Overpayment

    Triggers when a new overpayment is generated
  • Xero

    New Payment

    Triggers when a new payment is added to xero
  • Xero

    Invoice Status Change

    Triggers when a the status of the sales invoice changes to a particular value
  • Xero

    New Sales Invoice

    Triggers when a new sales invoice is added to xero
  • Xero

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • Xero

    New Purchase Order

    Triggers when a new purchase order is added to xero
  • Xero

    Invoice Overdue

    Triggers when the invoice is overdue by a specified number of days
  • Xero

    New Bill

    Triggers when a new bill is added to xero

Do this

ACTIONS
  • Xero

    Add Or Update a Contact

    Create or Update a Contact
  • Xero

    Search Contact

    Search A Contact Based On Contact ID Or Email Address
  • Xero

    Add a Payment

    Apply payments to approved AR and AP invoices
  • Xero

    Add a Sales Invoice

    Create a new Sales Invoice
  • Xero

    Add a Bill

    Creates a new Bill
  • Xero

    Add a Purchase Order

    creates a new purchase order
  • Xero

    Search Invoices

    search invoices based on invoice id or invoice number
  • Xero

    Add Line Item To Sales Invoice

    Add a new line item to an existing sales invoice
  • Xero

    Search An Item

    search a item/product with its name or id
  • Infusionsoft

    Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Infusionsoft

    Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Infusionsoft

    Send an Email

    Send an Email
  • Infusionsoft

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Infusionsoft

    Search a Contact

    Search for a contact based on Email Address
  • Infusionsoft

    Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Infusionsoft

    Add a Company

    Creates a new Company
  • Infusionsoft

    Search a Product

    Searches for products based on product Id or name
  • Infusionsoft

    Add or Update a Product

    Creates a new Product or updates an existing one
  • Infusionsoft

    Add an Order

    Creates a new Order
  • Infusionsoft

    Add a Note

    Creates a new Note
  • Infusionsoft

    Tag a Contact

    Tags a Contact
  • Infusionsoft

    Send Email From Template

    Send email using templates in infusionsoft

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Typeform
Wufoo
Google Forms

Forms

Infusionsoft Workflow
Xero Workflow
Gmail
Office 365
Zoho Mail

Email

Connect Infusionsoft and Xero with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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