App Holder
Infusionsoft

Infusionsoft and Xero Integration

Automate Xero invoicing and payment processing. Gather leads into Infusionsoft, automate marketing and sales process. Do much more by connecting Infusionsoft and Xero.

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Popular Integrations

  • Infusionsoft - New Contact Xero - Add Or Update a Contact

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

  • Infusionsoft - New Tag added to Contact Xero - Add Or Update a Contact

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

  • Xero - New or Modified Contact Infusionsoft - Send an Email

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

  • Infusionsoft - New Opportunity Xero - Add Or Update a Contact

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

  • Xero - New Payment Infusionsoft - Send an Email

    Send an Email in Infusionsoft on a New Payment in Xero

  • Xero - New Overpayment Infusionsoft - Send an Email

    Send an Email in Infusionsoft on a New Overpayment in Xero

  • Xero - New or Modified Contact Infusionsoft - Add a Note

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

  • Xero - New or Modified Contact Infusionsoft - Tag a Contact

    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 - Modified Opportunity

    Modified Opportunity

    Triggers when a Opportunity is modified
  • Infusionsoft - New Opportunity

    New Opportunity

    Triggers when a Opportunity is created
  • Infusionsoft - New Order

    New Order

    Triggers when a Order is created
  • Infusionsoft - New Invoice

    New Invoice

    Triggers when a new Invoice is created
  • Infusionsoft - Contact Modified

    Contact Modified

    Triggers when a contact is modified
  • Infusionsoft - New Note

    New Note

    Triggers when a new Note is created
  • Infusionsoft - New Company

    New Company

    Triggers when a new company is created in infusionsoft account
  • Infusionsoft - New Contact Action

    New Contact Action

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

    New Contact

    Triggers when a new Contact is created
  • Infusionsoft - New Product

    New Product

    Triggers when a new Product is created
  • Infusionsoft - Company Modified

    Company Modified

    Triggers when a company is modified
  • Infusionsoft - New Tag added to Contact

    New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • Infusionsoft - New Task

    New Task

    Triggers when a new Task is created
  • Infusionsoft - Opportunity Stage Changed

    Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • Infusionsoft - New Payment

    New Payment

    Triggers when a new Payment is created
  • Infusionsoft - New Subscription

    New Subscription

    Triggers when a new subscription is created
  • Infusionsoft - New Invoice Line Item

    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

    New or Modified Contact

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

    New Overpayment

    Triggers when a new overpayment is generated
  • Xero - New Payment

    New Payment

    Triggers when a new payment is added to xero
  • Xero - Invoice Status Change

    Invoice Status Change

    Triggers when a the status of the sales invoice changes to a particular value
  • Xero - New Sales Invoice

    New Sales Invoice

    Triggers when a new sales invoice is added to xero
  • Xero - New Invoice Line Item

    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

    New Purchase Order

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

    Invoice Overdue

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

    New Bill

    Triggers when a new bill is added to xero

Do this

ACTIONS
  • Xero - Add Or Update a Contact

    Add Or Update a Contact

    Create or Update a Contact
  • Xero - Search Contact

    Search Contact

    Search A Contact Based On Contact ID Or Email Address
  • Xero - Add a Payment

    Add a Payment

    Apply payments to approved AR and AP invoices
  • Xero - Add a Sales Invoice

    Add a Sales Invoice

    Create a new Sales Invoice
  • Xero - Add a Bill

    Add a Bill

    Creates a new Bill
  • Xero - Add a Purchase Order

    Add a Purchase Order

    creates a new purchase order
  • Xero - Search Invoices

    Search Invoices

    search invoices based on invoice id or invoice number
  • Xero - Add Line Item To Sales Invoice

    Add Line Item To Sales Invoice

    Add a new line item to an existing sales invoice
  • Xero - Search An Item

    Search An Item

    search a item/product with its name or id
  • Infusionsoft - Add Or Update Contact (New)

    Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Infusionsoft - Search an Invoice

    Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Infusionsoft - Send an Email

    Send an Email

    Send an Email
  • Infusionsoft - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Infusionsoft - Search a Contact

    Search a Contact

    Search for a contact based on Email Address
  • Infusionsoft - Search a Tag

    Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Infusionsoft - Search a Product

    Search a Product

    Searches for products based on product Id or name
  • Infusionsoft - Add a Company

    Add a Company

    Creates a new Company
  • Infusionsoft - Add or Update a Product

    Add or Update a Product

    Creates a new Product or updates an existing one
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add a Note

    Add a Note

    Creates a new Note
  • Infusionsoft - Tag a Contact

    Tag a Contact

    Tags a Contact
  • Infusionsoft - Send Email From Template

    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
Facebook Lead Ads
Wufoo

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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