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.
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.Apptivo Integrations
It's easy to connect Xero + Apptivo without coding knowledge. Start creating your own business flow.
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)
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
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.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Xero is a cloud-based accounting software that allows you to manage your business data online. With Xero, you can create invoices, track sales, issue payments and prepare your financial reports. It was founded in 2006 by Rod Drury.
Apptivo is an integrated business management software that connects seamlessly with Xero. It allows you to manage your business data online so that you can handle different tasks such as managing staff, tracking inventory, and making sales and marketing activities easier. Apptivo is owned by Intuit and was founded in 2012.
Integration of Xero and Apptivo enables different companies to access the same database. This helps the users organize their information and make sure they always have the latest data. It also saves time when cross-checking information (e.g., when comparing numbers. or importing data from one program to another.
There are several benefits to integration between Xero and Apptivo:
Faster Data Transfer. Since the programs share the same database, there is no need to convert or re-enter data in each program when transferring it from one program to another. This saves time and money when transferring data. Easier Tracking. Integration of Xero and Apptivo makes it easier for companies to track their inventory levels since the shared database will contain all of the necessary information about each product or service. This will allow you to make more informed decisions about your company’s products and services. Improved Staff Management. The integration of Xero and Apptivo also makes it easier to manage your staff since they can access their own information on the shared database. This allows them to always know what they should be working on next or what they should do first. More Accurate Reporting. Integration of Xero and Apptivo allows companies to use the same database for their financial reports, which means that these reports will be more accurate than if they had used different databases for different types of reports. Easier Sales & Marketing Activities. Integrating Xero and Apptivo makes it easier for companies to streamline their sales and marketing activities since they will have access to all of the necessary information needed to conduct these activities on the shared database. This will save companies both time and money since they don’t have to search for the information they need for these activities in different databases.
The process to integrate Xero and Apptivo 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.