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Integrate Xero with EngageBay

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

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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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations

Best ways to Integrate Xero + EngageBay

  • Xero Integration EngageBay Integration

    Xero + EngageBay

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

    Xero + EngageBay

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

    Xero + EngageBay

    Remove Tag From a Contact in EngageBay when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    EngageBay Integration Remove Tag From a Contact
  • Xero Integration EngageBay Integration

    Xero + EngageBay

    Create or Update Contact to EngageBay from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    EngageBay Integration Create or Update Contact
  • Xero Integration EngageBay Integration

    Xero + EngageBay

    Add Contact to Sequence in EngageBay when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    EngageBay Integration Add Contact to Sequence
  • 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 + EngageBay in easier way

It's easy to connect Xero + EngageBay 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 Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    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 Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

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

How Xero & EngageBay 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 EngageBay 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 EngageBay.

    (2 minutes)

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

Integration of Xero and EngageBay

Xero

Xero is a cloud-based accounting software designed for small to medium businesses. The company was founded in 2006 and has their headquarters located in Wellington, New Zealand. They have over 1.4 million users and are one of the top cloud-based accounting software.

EngageBay

EngageBay is billing and invoicing software designed for businesses that need to manage their customers, products, orders and invoices. They also offer payrpl services for their customers. They started offering their services in 2010 and are based in Fairfax, Virginia. They offer free trials of their services with up to 10 customers and 5 products.

Integration of Xero and EngageBay

Now that we have an idea of what Xero and EngageBay are it is now time to look at how they integrate together. We will start with how they integrate with each other. When a user uses EngageBay they can connect their account to their Xero account so that they can quickly import information into their invoice. This includes customer lists, product lists as well as order records. Once the information has been imported it will be automatically updated in Xero. This makes the invoice creation process a lot easier for the business owners. It also integrates with QuickBooks online, Freshbooks, Square, Stripe, PayPal, Authorize.net and Salesforce. This integration allows the users to make their lives a lot easier when creating invoices. It also allows them to save time which allows them to focus on more important tasks within their businesses. EngageBay also has their own dedicated Xero integration page where customers can learn more about the service and how it works. They can sign up to the service there as well.

Benefits of Integration of Xero and EngageBay

There are a couple of benefits to integrating these two services together. One of the biggest benefits is that it saves time for users who need to create invoices for their clients or employees. With this integration it allows them to access their customer database as well as their product database from EngageBay. This means that they do not have to type all of this information into the invoice which saves a lot of time for the user who is creating the invoice. Another benefit is that it allows the business owner to view the information about their invoice without leaving the EngageBay platform which makes the invoicing process even easier for business owners who are dealing with multiple clients. Finally, thanks to the integration between these two services you can use your existing invoicing spution while still receiving invoice data directly into your Xero account. This makes it easy for users who need help integrating these two platforms together because they do not need to set up a whpe new system just to integrate Xero and EngageBay together.

Xero and EngageBay were two software companies who decided to integrate together and create a better experience for their customers. Now that we understand how they work together we can see why they made this decision. By combining these two software sputions together it allows users to complete their invoicing process faster which allows them to spend less time worrying about invoicing and more time focusing on other important tasks within their business.

The process to integrate Xero and EngageBay 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.