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SendGrid + Xero Integrations

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

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About SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

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 SendGrid + Xero

  • SendGrid SendGrid

    Xero + SendGrid

    Send Email in SendGrid when New Bill is created in Xero Read More...
    Close
    When this happens...
    SendGrid New Bill
     
    Then do this...
    SendGrid Send Email
  • SendGrid SendGrid

    Xero + SendGrid

    Send Email in SendGrid when New Contact is created in Xero Read More...
    Close
    When this happens...
    SendGrid New Contact
     
    Then do this...
    SendGrid Send Email
  • SendGrid SendGrid

    Xero + SendGrid

    Send Email in SendGrid when New Payment is created in Xero Read More...
    Close
    When this happens...
    SendGrid New Payment
     
    Then do this...
    SendGrid Send Email
  • SendGrid SendGrid

    Xero + SendGrid

    Send Email in SendGrid when New Sales Invoice is created in Xero Read More...
    Close
    When this happens...
    SendGrid New Sales Invoice
     
    Then do this...
    SendGrid Send Email
  • SendGrid SendGrid

    Xero + SendGrid

    Send Email in SendGrid when New Quote is created in Xero Read More...
    Close
    When this happens...
    SendGrid New Quote
     
    Then do this...
    SendGrid Send Email
  • SendGrid {{item.actionAppName}}

    SendGrid + {{item.actionAppName}}

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

It's easy to connect SendGrid + 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
  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How SendGrid & Xero Integrations Work

  1. Step 1: Choose SendGrid 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 SendGrid to Xero.

    (2 minutes)

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

Integration of SendGrid and Xero

SendGrid?

  • SendGrid is a cloud-based email infrastructure service that provides deliverability, scalability, and analytics for transactional and marketing emails.
  • Its services are geared toward businesses that send a high vpume of email.
  • It was established in 2009 by Sameer Dhpakia and Mandeep Singh.
  • It has more than 200 employees.
  • It has over 2,000 customers including Target Corporation, Spotify, Box, Airbnb, Lyft, Kickstarter, Uber, and Salesforce.com. SendGrid is one of the fastest growing companies in America.

Xero?

  • Xero is a cloud accounting software company headquartered in New Zealand. It has offices in Australia, U.K., U.S., Canada, France, Germany and Singapore. The company was founded by Rod Drury and co-founded by Perrin Sutherland and Paul Mackenzie in 2006.
  • Xero serves small businesses around the world as well as about 15% of the largest public companies in the US, including General Electric, Nike and Wal-Mart. In addition to its primary products, Xero also offers an online accounting education program called Xero Academy to help small business owners learn how to manage their books using its software. Xero Academy also helps its users understand tax laws and operate more efficiently.
  • Xero's shares are listed on the New Zealand Stock Exchange (NZX), where they trade under the symbp XRO. They were first listed on the NZX in March 2012 at a price of NZ$7 per share; the stock price peaked at NZ$28.25 in May 2013 before falling back to NZ$8.25 in September 2014.

Integration of SendGrid and Xero

  • On January 19, 2017, Xero announced that its integration with SendGrid would be available to all customers in its US and UK markets starting in April 2017. This will allow customers to use SendGrid to send transactional emails through Xero. Customers can sign up for the SendGrid/Xero integration here.
  • The SendGrid integration with Xero allows customers to integrate their accounts without needing to set up individual SMTP server settings for each account. This will allow them to send emails from within the Xero desktop application. The emails can be sent from a single platform instead of multiple platforms being used independently.
  • SendGrid is an email infrastructure service that focuses on delivering transactional emails such as receipts or order confirmations. Its services are geared toward businesses that send a high vpume of email and it targets small businesses and enterprises alike. It was established in 2009 by Sameer Dhpakia and Mandeep Singh. It has more than 200 employees with offices in Denver, Boulder, San Francisco, Los Angeles and London. It has more than 2,000 customers including Target Corporation, Spotify, Box, Airbnb, Lyft, Kickstarter, Uber, and Salesforce.com. SendGrid is one of the fastest growing companies in America.
  • According to Matt Walker, director of international at Xero. "Integrating SendGrid’s email delivery platform with Xero means we can give customers even greater flexibility in how they connect their accounting software to their other applications." This integration will make it easier for both Xero and SendGrid customers to send transactional emails through Xero and track them along with other sales data through its financial software platform. "We are excited about what this partnership means for our users," he said.

Benefits of Integration of SendGrid and Xero

The process to integrate SendGrid 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.