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Customerly + Xero Integrations

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

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

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly + Xero

  • Customerly Xero

    Customerly + Xero

    Create Sales Invoice to Xero from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Xero Create Sales Invoice
  • Customerly Xero

    Customerly + Xero

    Create Bill to Xero from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Xero Create Bill
  • Customerly Xero

    Customerly + Xero

    Create Purchase Order to Xero from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Xero Create Purchase Order
  • Customerly Xero

    Customerly + Xero

    Create/Update Contact to Xero from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Xero Create/Update Contact
  • Customerly Xero

    Customerly + Xero

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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 Customerly & Xero Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Xero.

    (2 minutes)

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

Integration of Customerly and Xero

Customerly ?

Customerly is a free electronic billing and invoicing service. It allows the user to send invoices and reminders to customers, as well as track payments. The primary function of Customerly is to allow users to create their own invoices.

Xero?

Xero is a cloud-based accounting program. It allows for the creation of invoices, bank accounts, and credit card transactions. It allows users to make payments and purchase transactions, as well as keep track of finances.

Integration of Customerly and Xero

The integrated system would allow for seamless integration between the two systems. This would allow for an easier way for users to send out invoices and reminders, as well as track payments. If there were issues with a customer’s payment, it could easily be respved through Xero. There could also be financial reporting within Xero, such as sales trends and movement of funds. This could help to ensure that the business is on track and doing well financially. This system would also avoid the need to manually create invoices using both systems and would help businesses save time. Everything would be set up in one place so that it could all be updated with just one click. As invoices are sent out, the information would be updated in Xero so that everything is kept organized and in one place. Time is money, so if this system can save a business owner time, then it will be a great asset.

Some examples of how this system could be used in practice are listed below:

  • A business owner sends out an invoice through Customerly . The customer replies to the email and makes payment through Xero , which automatically updates both systems. This eliminates the need for the business owner to send out reminders and update Xero if payment has not been received.
  • A business owner sends out an invoice through Customerly . It is then replied to by a customer through Xero . The billing information is automatically updated so that nothing is forgotten or missed.
  • A business owner tracks payments using Xero . The payment information is automatically updated through Customerly . This eliminates the need for the business owner to keep track of payments using both systems separately.

Benefits of Integration of Customerly and Xero

The benefits of integrating these two systems are numerous. They include saving money on postage and printing supplies, reducing time spent updating merchant accounts, avoiding manual data entry, eliminating duplicate entries, and helping businesses organize their finances more effectively. The last benefit listed above allows businesses to better plan for future spending, saving money in the long run. Some examples of these benefits in practice are listed below:

The process to integrate Customerly 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.