Automate invoicing and payment processing. Connect Infusionsoft and Xero. Run workflows.
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Add Or Update a Contact in Xero on a New Contact in Infusionsoft
Add Or Update a Contact in Xero on a New Tag added to Contact in Infusionsoft
Send an Email in Infusionsoft on a New or Modified Contact in Xero
Add Or Update a Contact in Xero on a New Opportunity in Infusionsoft
Send an Email in Infusionsoft on a New Payment in Xero
Send an Email in Infusionsoft on a New Overpayment in Xero
Add a Note in Infusionsoft on a New or Modified Contact in Xero
Tag a Contact in Infusionsoft on a New or Modified Contact in Xero
Looking for something else?
Connect Infusionsoft and Xero the way you want. Start by selecting the trigger and action events listed here.
New Opportunity
Triggers when a new Opportunity is created
New Contact
Triggers when a new contact is created
New Contact Action
Triggers when a new Contact Action (tasks,appointments or notes) is created
New Invoice
Triggers when a new Invoice is created
New Tag added to Contact
Triggers when a new Tag is added to a Contact
New Company
Triggers when a new company is created in infusionsoft account
New Payment
Triggers when a new Payment is created
New Product
Triggers when a new product is created
Opportunity Stage Changed
Triggers when an Opportunity enters a specified stage
New Subscription
Triggers when a new subscription is created
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.
New or Modified Contact
Triggers when a new contact is created or an existing one is modified
New Overpayment
Triggers when a new overpayment is generated
New Payment
Triggers when a new payment is added to xero
Invoice Status Change
Triggers when a the status of the sales invoice changes to a particular value
New Sales Invoice
Triggers when a new sales invoice is added to 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.
New Purchase Order
Triggers when a new purchase order is added to xero
Invoice Overdue
Triggers when the invoice is overdue by a specified number of days
New Bill
Triggers when a new bill is added to xero
Add Or Update a Contact
Create or Update a Contact
Search Contact
Search A Contact Based On Contact ID Or Email Address
Add a Payment
Apply payments to approved AR and AP invoices
Add a Sales Invoice
Create a new Sales Invoice
Add a Bill
Creates a new Bill
Add a Purchase Order
creates a new purchase order
Search Invoices
search invoices based on invoice id or invoice number
Add Line Item To Sales Invoice
Add a new line item to an existing sales invoice
Search An Item
search a item/product with its name or id
Add Or Update Contact (New)
Create a new contact or update an existing one
Search an Invoice
Searches for invoices based on Contact Id or Invoice Id
Send an Email
Send an Email
Add or Update an Opportunity
Creates a new Opportunity or updates an existing one
Search a Contact
Search for a contact based on Email Address
Search a Tag
Searches for tags based on Tag Id or Tag name
Add a Company
Creates a new Company
Search a Product
Searches for products based on product Id or name
Add or Update a Product
Creates a new Product or updates an existing one
Add an Order
Creates a new Order
Add a Note
Creates a new Note
Tag a Contact
Tags a Contact
Send Email From Template
Send email using templates in infusionsoftCreate your custom integration by selecting the Trigger event and Action to be performed.
Forms
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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