Integrate PDF4me with Xero

Appy Pie Connect allows you to automate multiple workflows between PDF4me and Xero

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About PDF4me

PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.

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.

Want to explore PDF4me + Xero quick connects for faster integration? Here’s our list of the best PDF4me + Xero quick connects.

Explore quick connects

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Connect PDF4me + Xero in easier way

It's easy to connect PDF4me + Xero without coding knowledge. Start creating your own business flow.

  • Triggers
  • 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
  • ConvertOcrPdf

    OCR used for recognizing text in scanned documents.

  • ConvertPdfToExcel

    Convert Pdf to excel file

  • ConvertPdfToWord

    Convert PDF file to Ms Word document.

  • ConvertToPdf

    Convert any office documents, images to PDF.

  • Extract

    Extract lets you extract pages from a Pdf document.

  • Optimize

    Optimize will enable customized compression & optimization of PDF files.

  • PdfA

    Converts a Pdf to PDF/A compliant Pdf

  • Protect

    Protect sets password or removes password from a document.

  • Rotate

    Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.

  • Split

    Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.

  • SplitByBarcode

    SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.

  • Stamp

    Creates textual or image stamps on PDF documents

  • 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 PDF4me & Xero Integrations Work

  1. Step 1: Choose PDF4me 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 PDF4me to Xero.

    (2 minutes)

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

Integration of PDF4me and Xero

  • PDF4me? PDF4me is a new software which helps you to work with PDF files. It allows you to convert PDF files into Excel, Word files, text and image files. You can also add PDF files to other programs. The software is optimized for Microsoft Office 2010, 2007, 2003 and 2000.
  • Xero? Xero is an online accounting service used by thousands of accountants, bookkeepers and small businesses around the world. Unlike traditional accounting software, Xero is completly cloud based and accessed via the web or mobile devices. Accountants and bookkeepers use Xero to manage their clients finances, invoice, track expenses and send financial statements.
  • Integration of PDF4me and Xero PDF4me is an easy to use software developed for Mac OS users. The software helps users to convert PDF files into word, PowerPoint, Excel and image files. Users also can add PDF files to other programs. With the help of this software, users can make more progress with their work. In addition, it helps users to create spreadsheets from their PDFs. Users do not need to cut and paste the data from their PDFs when they want to compile them in a spreadsheet. They just need to save the file in PDF4me format. It is available on multiple platforms such as Windows, Linux and Mac. The price of PDF4me is $159 USD (one-year subscription. For professionals that work with PDF every day, this software is very useful. They can download the free trial version of PDF4me from the website of the company. PDF4me provides a 10-day trial period for users to evaluate the software before they decide whether or not to buy it. It also offers a 30-day money back guarantee for all purchases made through the official website of the company. It is convenient for users that want to try the software before they buy it or want to get a refund if they are unsatisfied with it.
  • Benefits of Integration of PDF4me and Xero It seems that PDF4me and Xero have many similarities. Both of them are developed by companies based in New Zealand. Both of them are easy to use and have many functions that help users to make progress with their work. However, there are differences between them as well. 1. PDF4me is used as a standalone software while Xero is used as an integrated accounting top used by accountants and bookkeepers; 2. The price of PDF4me is cheaper than the price of Xero; 3. PDF4me does not require any initial investment unlike Xero; 4. PDF4me has been supported since its launch in 2005 whereas Xero was released in 2006; 5. Xero has more versions than PDF4me; 6. The full version of PDF4me does not support exporting PPT files whereas Xero supports exporting PPT files; 7. The maximum number of accounts that can be created in PDF4me is 20 whereas the maximum number of accounts that can be created in Xero is unlimited; 8. There are no professional levels in the free version of PDF4me while there are three professional levels in the free version of Xero; 9. A large number of companies provide payment plans for Xero but only one company provides payment plans for PDF4me; 10. Many businessmen prefer obtaining services from companies like Xero because they have received much support from them than from companies like PDF4me.
  • The process to integrate PDF4me 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm