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ClickMeeting + Xero Integrations

Appy Pie Connect allows you to automate multiple workflows between ClickMeeting and Xero

  • No code
  • No Credit Card
  • Lightning Fast Setup
About ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

About Xero

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

Best ways to Integrate ClickMeeting + Xero

  • ClickMeeting Xero

    ClickMeeting + Xero

    Create Sales Invoice to Xero from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Xero Create Sales Invoice
  • ClickMeeting Xero

    ClickMeeting + Xero

    Create Bill to Xero from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Xero Create Bill
  • ClickMeeting Xero

    ClickMeeting + Xero

    Create Purchase Order to Xero from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Xero Create Purchase Order
  • ClickMeeting Xero

    ClickMeeting + Xero

    Create/Update Contact to Xero from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Xero Create/Update Contact
  • ClickMeeting Xero

    ClickMeeting + Xero

    Create Payment to Xero from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting New Upcoming Event
     
    Then do this...
    Xero Create Payment
  • ClickMeeting {{item.actionAppName}}

    ClickMeeting + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect ClickMeeting + Xero in easier way

It's easy to connect ClickMeeting + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How ClickMeeting & Xero Integrations Work

  1. Step 1: Choose ClickMeeting as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ClickMeeting to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ClickMeeting and Xero

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.

Integration of ClickMeeting and Xero

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.

Benefits of Integration of ClickMeeting and Xero

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.