ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.
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
ConvertKit + XeroCreate Purchase Order to Xero from New Subscriber in ConvertKit Read More...
ConvertKit + XeroCreate/Update Contact to Xero from New Subscriber in ConvertKit Read More...
It's easy to connect ConvertKit + Xero without coding knowledge. Start creating your own business flow.
Triggers when a subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
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)
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.
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.
ConvertKit is a powerful email marketing platform for bloggers and authors. It helps you to create automatic email marketing campaigns and even gives you an option to add sign-up forms on your website. It has many features that can help you grow your list of subscribers.
Xero is an accounting software based on cloud computing. It helps with managing the accounting process of your business. It has a clean interface and easy to use features. It also has a mobile app to enable you to do your accounting on the go.
Integration of ConvertKit and Xero is a very important part in the online business. If you don’t have a proper integration of the two, it can cause some serious problems for your business. This integration will allow you to track the payment status of your account in Xero while you are sending out a newsletter using ConvertKit. You can simply use the data in Xero to figure out what service you should offer to your customer or what product they might like to be added in your store.
Benefits of this integration are as fplows:
You can easily note down payments of your customers that are made through ConvertKit.
You can easily get the contact details of your clients from ConvertKit.
You can see the conversion rates of your clients.
You can see the number of new subscribers, total list size, etc. on your dashboard.
In this article, I discussed about the integration of ConvertKit and Xero. I also provided an outline so that you can easily fill in the details of this article.
The process to integrate ConvertKit 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.