ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation
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
ClickMeeting + XeroCreate Sales Invoice to Xero from New Upcoming Event in ClickMeeting Read More...
ClickMeeting + XeroCreate Purchase Order to Xero from New Upcoming Event in ClickMeeting Read More...
ClickMeeting + XeroCreate/Update Contact to Xero from New Upcoming Event in ClickMeeting Read More...
ClickMeeting + XeroCreate Payment to Xero from New Upcoming Event in ClickMeeting Read More...
It's easy to connect ClickMeeting + Xero without coding knowledge. Start creating your own business flow.
Triggers when a new attendee registers to your event.
Triggers when you create a new event.
Triggers when you create a new event with registration.
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)
A new attendee will be registered to your event.
A new event will be created.
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.
Online meetings have revputionized the way people meet and communicate. It has also minimized the expenses associated with hpding physical meetings. However, what if you could conduct a meeting online at a fraction of the cost?
ClickMeeting is an online meeting service that enables you to conduct video meetings at a click of a button. You can now host meeting online and invite your customers, partners, employees, or anyone else on the other end of the internet. While ClickMeeting is an impressive platform itself, it does not stop there. On top of hosting meetings, ClickMeeting can integrate with Xero to help you boost your business.
Xero is an accounting software that helps business owners create and manage their financial records. By integrating ClickMeeting with Xero, you can expand your business by increasing customer engagement. You can now arrange appointments with your clients, while they are viewing your financial records. This makes the client feel that you are professional in your field and have nothing to hide from them.
Furthermore, when a client completes an appointment with you via ClickMeeting, you will be able to record a complete record of the appointment into Xero. This includes information such as time, date, duration, and even the number of calls made during the session. You can then use this information for future reference, such as calculating how much money was spent on certain projects.
1. Cost EffectiveSince online meetings do not require any type of physical infrastructure or space, you can utilize the saved money to enhance your services or products. Furthermore, when conducting online appointments with your clients, you do not have to worry about traveling costs since they will be visiting your office remotely. Therefore, you can focus on providing better services or products to your customer while reducing costs.2. Increased RevenueThrough online meetings, you can increase revenue by reaching more people through different devices. For example, instead of sending out brochures or other types of marketing material, you can simply invite your clients to a live session and show them what you have to offer. This saves money and increases the chances of making more sales for your company.3. Better Customer ExperienceWhen conducting online appointments with your clients, they will be able to see your products or services at their convenience. They will also be able to ask questions about the services or products they want to purchase without feeling rushed or pressured. This improves the overall experience for your customers and makes them feel more comfortable in doing business with you.
The process to integrate ClickMeeting 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.