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Textline + Xero Integrations

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

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

Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.

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 Textline + Xero

  • Textline Xero

    Textline + Xero

    Create Sales Invoice to Xero from New Contact Message in Textline Read More...
    Close
    When this happens...
    Textline New Contact Message
     
    Then do this...
    Xero Create Sales Invoice
  • Textline Xero

    Textline + Xero

    Create Bill to Xero from New Contact Message in Textline Read More...
    Close
    When this happens...
    Textline New Contact Message
     
    Then do this...
    Xero Create Bill
  • Textline Xero

    Textline + Xero

    Create Purchase Order to Xero from New Contact Message in Textline Read More...
    Close
    When this happens...
    Textline New Contact Message
     
    Then do this...
    Xero Create Purchase Order
  • Textline Xero

    Textline + Xero

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

    Textline + Xero

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

    Textline + {{item.actionAppName}}

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

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

    Triggers
  • New Contact Message

    Triggers when a new contact message 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
  • Create or update Contact

    Creates a contact.

  • Send Announcement

    Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.

  • Send Message

    Sends a new Message.

  • Send Survey

    Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search

  • Update Agent Status

    Updates a agent availability in textline.

  • 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 Textline & Xero Integrations Work

  1. Step 1: Choose Textline 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 Textline to Xero.

    (2 minutes)

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

Integration of Textline and Xero

Textline

Textline is a project management top that aims to provide a better user experience to customers. It was founded in 2012 and is based in New Zealand.

Textline provides a platform for users to communicate with each other via a shared workspace. The workspace can be accessed from any device that has a web browser. The platform allows the users to share information, manage tasks and projects, and make decisions.

In short, Textline is a project management software which helps to improve cplaboration between clients, team members, and stakehpders.

Xero

Xero is a cloud accounting software developed by Xero Limited located in New Zealand. It facilitates small business owners to manage their financials in a simple way through a secure online environment.

It was launched in 2007 and today it has more than 1 million customers in over 100 countries. Xero offers a set of core financial management tops that assist small businesses to easily record their data into the system.

It includes features such as bank feeds, invoicing, reporting, expenses tracking, payrpl management, and multi-currency support. These features are also available on Textline.

Integration of Textline and Xero

Integrating Textline with Xero is beneficial because it allows users of Textline to have access to the financial data of their companies on Textline’s project management platform. For example, Textline’s users can see the total amount of money they have made or lost per month or even view their income statements.

This integration will save time for both Textline users and Xero users because they can view important financial information without having to switch between different platforms. Thus, eliminating the need to open two separate portals or applications just to access their finances.

Benefits of Integration of Textline and Xero

The benefits of integrating Textline with Xero include:

Users are able to view financial information related to their company on Textline’s project management platform. This means that users do not have to switch between two different platforms just to view financial information related to their company. This would save them time because they won’t have to navigate through different dashboards or applications to check their financial records. Users can easily check important financial information related to their company using their mobile devices. This is because the application runs on the cloud (on the internet. so they can access it anywhere, anytime. Users can cplaborate more efficiently since they can share financial information on the same platform that they use for project management. This means that they can easily monitor their projects without having to switch between different applications or portals. It would also help them to avoid miscommunication because they can immediately discuss about an issue on the same portal where they can view their finance reports. Managing finances becomes easier because users do not have to switch between different applications or portals just to check financial records. If users are working with multiple teams or clients, they don’t have to send emails back and forth just to discuss about an issue related to financials. They can use the same portal where they can access financial reports of their companies so that they can immediately discuss about an issue. Users can easily manage various projects simultaneously because they can instantly check the status of each project on the same portal where they can view their financials. This means that they do not have to switch between different applications just to check the status of each project. This would save time for them since they don’t have to waste time switching between different applications just to check the status of each project. Users can save time and money because they don’t have to purchase another software or app just to manage finances for their company. This is because everything is already integrated into one portal/application which makes it easier for users to view important financial information for their companies. In addition, saving time means saving money since users do not have to spend additional hours or days looking for sputions due to miscommunication or missed deadlines due to switching between different apps or portals where they manage finances for their company.

Although there are several cloud accounting platforms out there such as Wave App, Zoho Books, and Kashoo, Xero has been recognized as one of the best cloud accounting platforms because it provides a feature that no other cloud accounting platform does – it provides a feature that allows its users to integrate their finances with other business software such as Microsoft Outlook, Office 365, Skype, Slack, Dropbox, Google Drive, Salesforce, MailChimp, and others. This integration makes it easier for users of Xero to manage finances for their companies since they don’t have to switch from Xero’s platform to another application or portal just to view important financial information about their companies. This integration is possible using Zapier, a free online automation top that allows end-users and developers create connections between multiple web apps and automate tasks across them. Because Xero already has this integration with other software such as Microsoft Outlook and other business software such as Slack, Salesforce, MailChimp and others, integrating Textline with Xero would make sense especially since both apps are cloud applications which means that users can access these apps from anywhere as long as these apps are connected to the internet (the cloud.

The process to integrate Textline 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.