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Integrate Xero with ClickMeeting

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

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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 ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

ClickMeeting Integrations
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Best ways to Integrate Xero + ClickMeeting

  • Xero Integration ClickMeeting Integration

    Xero + ClickMeeting

    Add New Registrant in ClickMeeting when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • Xero Integration ClickMeeting Integration

    Xero + ClickMeeting

    Create New Event to ClickMeeting from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    ClickMeeting Integration Create New Event
  • Xero Integration ClickMeeting Integration

    Xero + ClickMeeting

    Add New Registrant in ClickMeeting when New Contact is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • Xero Integration ClickMeeting Integration

    Xero + ClickMeeting

    Create New Event to ClickMeeting from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    ClickMeeting Integration Create New Event
  • Xero Integration ClickMeeting Integration

    Xero + ClickMeeting

    Add New Registrant in ClickMeeting when New Payment is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Payment
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • 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 + ClickMeeting in easier way

It's easy to connect Xero + ClickMeeting 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 Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

    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 New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

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

How Xero & ClickMeeting 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 ClickMeeting 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 ClickMeeting.

    (2 minutes)

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

Integration of Xero and ClickMeeting

Xero is an online accounting system that allows companies to record and manage the information about their business for the purpose of tax filing. Xero is integrating with ClickMeeting. This integration will allow the users of Xero and ClickMeeting to connect with each other so that they can do a video conference or share their screen during an online meeting, making this integration very helpful for the users of Xero and Clickmeeting.

Xero is an online accounting system which was created by Rod Drury who is a New Zealander software entrepreneur. Xero is a cloud based accounting application that enables the user to keep track of all the financial details related to the business in one place. A web-based application, Xero was launched in 2007 and it has been successful in gaining the market share of small businesses in Australia, New Zealand, United Kingdom and Canada. As per the information provided on the official website of Xero, there are more than 30,000 businesses that use Xero accounting application to manage their finances. The company offers various types of accounts depending upon the needs and businesses that are using Xero accounting application.

The main benefit of using Xero accounting application is that it is user friendly. The interface of Xero is very simple and even a novice can easily use this application. There are no complicated features that might confuse the user. In addition to that, Xero also provides free training for new users who want to know how to use this application. The training is provided through online videos, online help and tutorials. The videos and help are highly informative and easy to understand. More information regarding Xero can be found at https://www.xero.com/accounting.

ClickMeeting is an online meeting service provider that offers video conferencing sputions for businesses and enterprises. The company provides its services through a web-based platform. The service is available for all major operating systems including Windows, Mac OS and Chrome OS. The users of ClickMeeting can create an account on the website (https://clickmeeting.com/. and then they can start using their account by downloading the software of the company on their computers. This software will allow them to attend an online meeting without having to install any extra software on their computers. The company offers communication tops such as instant messaging, file sharing, whiteboard and chat room for every user who registers on their website.

The integration of Xero and ClickMeeting will allow the users of both these services to communicate with each other effectively during an online meeting. As per the details provided on ClickMeeting website, users can join an online meeting by clicking on a link or by calling in or by joining through a dial in number or by sending an email. During an online meeting, users can share their screen or can send files to others in the meeting to make it easier for everyone to work together. Moreover, they can also record the entire meeting so that they can review it later if needed. More information regarding ClickMeeting can be found at https://www.clickmeeting.com/.

The process to integrate Xero and ClickMeeting 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.