?>

Xero + ConvertKit Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 ConvertKit

ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.

ConvertKit Integrations

Best ways to Integrate Xero + ConvertKit

  • Xero ConvertKit

    Xero + ConvertKit

    Create or Update Purchase to ConvertKit from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    ConvertKit Create or Update Purchase
  • Xero ConvertKit

    Xero + ConvertKit

    Add Subscriber to Form in ConvertKit when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    ConvertKit Add Subscriber to Form
  • Xero ConvertKit

    Xero + ConvertKit

    Add Tag to Subscriber in ConvertKit when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    ConvertKit Add Tag to Subscriber
  • Xero ConvertKit

    Xero + ConvertKit

    Remove Tag From Subscriber in ConvertKit when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    ConvertKit Remove Tag From Subscriber
  • Xero ConvertKit

    Xero + ConvertKit

    Create or Update Purchase to ConvertKit from New Contact in Xero Read More...
    Close
    When this happens...
    Xero New Contact
     
    Then do this...
    ConvertKit Create or Update Purchase
  • Xero {{item.actionAppName}}

    Xero + {{item.actionAppName}}

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

It's easy to connect Xero + ConvertKit 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 Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    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 Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

How Xero & ConvertKit 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 ConvertKit 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 ConvertKit.

    (2 minutes)

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

Integration of Xero and ConvertKit

  • Xero and ConvertKit?
  • Xero is a cloud based accounting software, while, Convertkit is an email marketing platform. The integration of these two platforms helps the users to effectively manage their accounts.

    ConvertKit?

    ConvertKit is a powerful email management and marketing platform that helps to grow an online business easily. It helps to create a blog, send newsletters, automate emails, and much more.

    Integration of Xero and ConvertKit

    By integrating Xero and Convertkit users can efficiently manage their accounts. In addition, they can also save time and money by automating their business tasks. For instance, users can automatically upload the bank details into the accounting software. They just have to verify the bank account information in Convertkit firstly. Once the account information is verified Convertkit will automatically download the bank details from Xero and upload them into the accounting software. The users can see the updated bank account detail in both platforms on a daily basis.

    Benefits of Integration of Xero and ConvertKit

    Through the integration of Xero and Convertkit users can benefit from both platforms. In addition, it also saves time as they do not need to use two different applications for similar tasks. Moreover, users also benefit from time-saving automation tops which help them to increase their productivity. It also allows them to focus on other important tasks rather than wasting their valuable time on repetitive tasks. As a result, users are able to ensure that their business is running smoothly without any problems.

    In conclusion, it can be said that integration between Xero and Convertkit helps users to manage their accounts effectively. It also helps them to improve their productivity and customer service.

    The process to integrate Xero and ConvertKit 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.