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Integrate Xero with Apptivo

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

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  • Lightning Fast Setup
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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.

About Apptivo

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

Best Xero and Apptivo Integrations

  • Xero Integration Apptivo Integration

    Xero + Apptivo

    Add Employee in apptivo when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Apptivo Integration Add Employee
  • Xero Integration Apptivo Integration

    Xero + Apptivo

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

    Xero + Apptivo

    Create Opportunity to apptivo from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Apptivo Integration Create Opportunity
  • Xero Integration Apptivo Integration

    Xero + Apptivo

    Create Case to apptivo from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Apptivo Integration Create Case
  • Xero Integration Apptivo Integration

    Xero + Apptivo

    Create Contact to apptivo from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Apptivo Integration Create Contact
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

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

It's easy to connect Xero + Apptivo 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)

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • 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.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

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

How Xero & Apptivo Integrations Work

  1. Step 1: Choose Xero 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 Apptivo 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 Xero to Apptivo.

    (2 minutes)

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

Integration of Xero and Apptivo

Xero

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

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

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.

Benefits of Integration of Xero and Apptivo

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.