Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.Xero Integrations
It's easy to connect Apptivo + Xero without coding knowledge. Start creating your own business flow.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Apptivo is a cloud based accounting spution designed for SMEs. In this article, I will present Apptivo and its integration with Xero. I will additionally discuss the benefits of combining Apptivo and Xero together.
There are several integration options available for Apptivo and Xero such as email, in-app chat, phone call, web-to-web (i.e. website to website. and mobile to mobile. Any business that uses Apptivo can integrate their data from their app directly into their Xero account. This direct access provides the fplowing benefits:
It allows businesses to manage their data which means they don’t have to enter the same information twice.
It reduces the need for double handling data which saves time for the user.
It allows users to view all their information in a single place at one time like in Xero. This means users don’t have to log onto separate apps to get access to their data and can therefore access it easily.
There are several benefits of using Apptivo with Xero:
It allows users to see their financial information in real time and eliminates the need for them to wait for updates on their financial information. This means businesses can make decisions on financial matters at a faster pace.
It also helps in reducing human errors and improves the accuracy of reporting.
Businesses can also use Apptivo with Xero to run reports on their historical transactions. These reports can be used to determine how well the business is doing and find out where improvements can be made.
Another benefit is that it provides a single interface for setting up the finances of the business. It also allows users to process financial data from anywhere at any time. This means users don’t have to go to the office to perform tasks related to accounts payable or accounts receivable; they can do them remotely from any location. Users can also configure their accounts on Apptivo to automatically import/export data from various other platforms. This includes platforms such as QuickBooks, Sage, MYOB, and NetSuite among others. The benefit of using these platforms is that they help in saving time when performing tasks such as updating, entering or importing data. The result is a reduction of errors and higher quality reports. Additionally, it increases productivity because there is less need for employees to work independently. They can work together online through the platform’s chat feature which makes communication easier among team members. This is important because it facilitates communication between employees who may not physically be located in one place such as those who are working from home or overseas. Another benefit is that Apptivo users can communicate directly with the company’s staff via the platform’s messaging feature which saves time and enables users to get answers faster than via phone calls or emails. Another advantage is that Apptivo has a range of features which make managing finances easier including invoicing, expense tracking and time management among others. It also makes it easier for users to keep themselves updated on the progress of their business because they receive notifications when something new happens with it and can respond immediately if needed. This helps them save time because they don’t have to constantly check in on what’s happening with the business. Another advantage is that Apptivo tracks changes made by the user while monitoring their accounts which ensures that financial data is accurate at all times. This keeps users informed about their finances at all times since they don’t need to check every transaction manually for accuracy. It also saves them time because they don’t have to go back and correct data again. This also ensures that financial reporting is done accurately because there is no need for users to do manual reconciliation which often results in errors.
The process to integrate Apptivo and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.