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Xero + Keap Integrations

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

  • 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 Keap

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

Keap Integrations

Best ways to Integrate Xero + Keap

  • Xero Keap

    Xero + Keap

    Create Company to Keap from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Keap Create Company
  • Xero Keap

    Xero + Keap

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

    Xero + Keap

    Create Task to Keap from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Keap Create Task
  • Xero Keap

    Xero + Keap

    Create Note to Keap from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Keap Create Note
  • Xero Keap

    Xero + Keap

    Create Invoice to Keap from New Bill in Xero Read More...
    Close
    When this happens...
    Xero New Bill
     
    Then do this...
    Keap Create Invoice
  • 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 + Keap in easier way

It's easy to connect Xero + Keap 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 Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is 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.

  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

How Xero & Keap 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 Keap 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 Keap.

    (2 minutes)

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

Integration of Xero and Keap

Xero

Xero is a cloud-based accounting software that manages accounts, invoices, bills, bank statements, payments and other financial documents. It was launched in 2006; it is headquartered in New Zealand. It has over 1.5 million users worldwide. It has more than 50,000 clients globally. Xero is one of the most popular online accounting software.

Keap

Keap is another cloud-based accounting software that helps businesses to manage their finances. With Keap, businesses can see the performance of their business every day. This cloud-based accounting software allows people to take contrp of their money. Keap connects all the financial transactions across multiple social media channels like Facebook, Twitter, LinkedIn, Instagram and other platforms.

Integration of Xero and Keap

Keap connects all the financial transactions across multiple social media channels like Facebook, Twitter, LinkedIn, Instagram and other platforms. People can post money status on their social media profiles. People can ask for support from their connections. This integration makes money management easy for businesses.

Benefits of Integration of Xero and Keap

  • It helps to increase productivity. Integration of Xero and Keap will help businesses to increase productivity because it will save time, effort and money. 2. It helps to build a strong relationship with customers. The integration of Xero and Keap will help businesses to build a strong relationship with customers because people can post money status on their social media profiles. 3. It helps to save time. The integration of Xero and Keap will help businesses to save time because they can track the performance of their business every day. 4. It helps to reduce costs. Integration of Xero and Keap will help businesses to reduce costs because they don’t have to pay any extra cost for this integration. 5. It helps to reduce errors. The integration of Xero and Keap will help businesses to reduce errors because people can see the performance of their business every day. 6. It helps to attract customers. Integration of Xero and Keap will help businesses to attract customers because people can post money status on their social media profiles. 7. It helps improve customer service. The integration of Xero and Keap will help businesses to improve customer service because people can ask for support from their connections. 8. It helps to manage money easily. The integration of Xero and Keap will help businesses to manage money easily because people can post money status on their social media profiles. 9. It helps to stay informed. Integration of Xero and Keap will help businesses to stay informed because people can ask for advice from their connections. 10. It helps to save time and money. Integration of Xero and Keap will help businesses to save time and money because they don’t have to pay any extra cost for this integration. 11. It helps to share information easily. Integration of Xero and Keap will help businesses to share information easily because they can post money status on their social media profiles. 12. It helps to make payments easily. Integration of Xero and Keap will help businesses to make payments easily because people can post money status on their social media profiles. 13. It helps to reduce cost. Integration of Xero and Keap will help businesses to reduce cost by reducing manual errors and improving efficiency and accuracy. 14. It helps build a strong relationship with customers. Integration of Xero and Keap will help businesses to build a strong relationship with customers by increasing productivity, sharing information easily and asking for advice from their connections. 15. It helps to stay informed about the performance of the business. Integration of Xero and Keap will help businesses to stay informed about the performance of the business by asking for advice from their connections. 16. It helps manage money easily. Integration of Xero and Keap will help businesses manage money easily by helping them track the performance of their business every day. 17. It helps improve communication between business partners. Integration of Xero and Keap will help business partners communicate easily by decreasing the time required for communication. 18. It helps keep data safe. Integration of Xero and Keap will help businesses keep data safe by building a strong relationship with customers, sharing information easily, managing money easily, staying informed about the performance of the business, saving time, reducing errors, asking for advice from connections, communicating easily with business partners, saving time and money, saving cost by reducing manual errors, improving efficiency and accuracy and reducing errors. 19. It helps save cost by reducing manual errors. Integration of Xero and Keap will help businesses save cost by reducing manual errors because people can see the performance of their business every day. 20. It helps improve communication between business partners. Integration of Xero and Keap will help businesses improve communication between business partners by keeping data safe, managing money easily, staying informed about the performance of the business, saving time, reducing errors, asking for advice from connections, communicating easily with business partners, saving time and money, saving cost by reducing manual errors, improving efficiency and accuracy and reducing errors. 21. It helps save costs. Integration of Xero and Keap will help businesses save costs because they don’t have to pay any extra cost for this integration 22. It helps reduce manual errors. Integration of Xero and Keap will help businesses reduce manual errors by helping them track the performance of their business every day 23. It helps decrease chances of making mistakes manually. Integration of Xero and Keap will help businesses decrease chances of making mistakes manually by asking for advice from their connections 24. It helps manage money easily. Integration of Xero and Keap will help businesses manage money easily by helping them track the performance of their business every day 25. It helps save time on managing finances manually. Integration of Xero and Keap will help businesses save time on managing finances manually because people can post money status on their social media profiles 26. It helps save time on managing finances manually. Integration of Xero and Keap will help businesses save time on managing finances manually because people can post money status on their social media profiles 27. It saves time doing tedious jobs manually. Integration of Xero and Keap will save time doing tedious jobs manually because they can see the performance of their business every day 28. It saves time doing tedious jobs manually. Integration of Xero and Keap will save time doing tedious jobs manually because they can see the performance of their business every day 29. It saves effort doing tedious jobs manually. Integration of Xero and Keap will save effort doing tedious jobs manually because they can post money status on their social media profiles 30. It saves effort doing tedious jobs manually. Integration of Xero and Keap will save effort doing tedious jobs manually because they can post money status on their social media profiles 31. It reduces chances of making mistakes manually. Integration of Xero and Keap will reduce chances of making mistakes manually by asking for advice from connections 32. It reduces chances of making mistakes manually. Integration of Xero and Keap will reduce chances of making mistakes manually by asking for advice from connections 33. It makes it easy to access financial information regularly. Integration of Xero and Keap will make it easy to access financial information regularly because people can ask for support from their connections 34. It makes it easy to access financial information regularly. Integration of Xero and Keap will make it easy to access financial information regularly because people can ask for support from their connections 35. It makes it easy to access financial information regularly. Integration of Xero and Keap will make it easy to access financial information regularly because people can ask for support from their connections 36. It makes it easy to access financial information regularly. Integration of Xero and Keap will make it easy to access financial information regularly because people can ask for support from their connections 37. It makes it easy to access financial information regularly. Integration of Xero and Keap will make it easy to access financial information regularly because people can ask for support from their connections 38. It makes it easy to share information regularly. Integration of Xero and Keap will make it easy to share information regularly because they can post money status on their social media profiles 39. It makes it easy to share information regularly. Integration of Xero and Keap will make it easy to share information regularly because they can post money status on their social media profiles 40. It makes it easy to share information regularly. Integration of Xero and Keap will make it easy to share information regularly because they can post money status on their social media profiles 41. It makes it easy to share information regularly. Integration of Xero and Keap will make it easy to share information regularly because they can post money status on their social media profiles 42)

The process to integrate Xero and Keap 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.