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Integrate Xero with Mailshake

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

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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 Mailshake

Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Connect allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.

Mailshake Integrations

Best ways to Integrate Xero + Mailshake

  • Xero Integration Mailshake Integration

    Xero + Mailshake

    Unsubscribe Recipients in Mailshake when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Mailshake Integration Unsubscribe Recipients
  • Xero Integration Mailshake Integration

    Xero + Mailshake

    Add Recipient by Email Address in Mailshake when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Mailshake Integration Add Recipient by Email Address
  • Xero Integration Mailshake Integration

    Xero + Mailshake

    Add Recipients by Email Addresses in Mailshake when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Mailshake Integration Add Recipients by Email Addresses
  • Xero Integration Mailshake Integration

    Xero + Mailshake

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

    Xero + Mailshake

    Pause Unpause Campaign in Mailshake when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Mailshake Integration Pause Unpause Campaign
  • 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 + Mailshake in easier way

It's easy to connect Xero + Mailshake 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 Click

    Triggers when a recipient clicks on a link.

  • New Lead

    Triggers when a lead is created.

  • New Lead Status

    Triggers when the status of a lead changes.

  • New Message Sent

    Triggers when an email is sent to a recipient from one of the campaign sequence messages.

  • New Open

    Triggers when a recipient opens an email.

  • New Reply

    Triggers when a recipient replies to one of your messages.

    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 Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

  • Add Recipients by Email Addresses

    Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent

  • Create Leads

    Creates leads from existing recipients that match the given email addresses.

  • Pause Unpause Campaign

    Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.

  • Pause Unpause Recipient

    Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.

  • Unsubscribe Recipients

    Unsubscribes one or more recipients from all current and future campaigns for your team.

  • Update Lead Status

    Updates lead status to Won, Lost, Ignored, or Reopened.

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

How Xero & Mailshake 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 Mailshake 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 Mailshake.

    (2 minutes)

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

Integration of Xero and Mailshake

Xero

Xero is a cloud accounting software that helps small businesses to manage their finances in a simple and easy manner. Xero is used by millions of users all over the world for managing their day to day business. It can be used by individuals, freelancers, small or medium-sized businesses.

Mailshake

Mailshake is a marketing automation platform that provides its users with a complete suite of tops to build, run and grow their email marketing campaigns. It integrates with a variety of applications such as Salesforce, Mailchimp, Constant Contact, etc. Mailshake was founded in 2016 by Steven Goh, Gabrielle Ong and Michael Zhang.

Integration of Xero and Mailshake

Six months after the launch of Mailshake, the company announced the integration of Mailshake with Xero. This integration makes it easier for users to get their marketing data into Xero. The integration of these two services will also allow users of Xero to get their sales data into Mailshake. This integration proved beneficial for both the companies. After the announcement of this integration, the new user base of Mailshake increased significantly. According to Mailshake’s CEO Steven Goh, about 50% of their new signups are coming from Xero users.

Benefits of Integration of Xero and Mailshake

This integration has great benefits for both the companies. For Mailshake it is an efficient way to acquire more customers through strategic partnerships with larger platforms like Xero. For Xero, it is an opportunity to provide its clients with more advanced services like email marketing automation. The integration has made it possible for users of Mailshake to pull useful information about their sales leads directly into Xero. This information can then be easily processed within the platform. This integration has helped both the companies in reducing the amount of time spent on manual data entry by their staff.

After the integration of Mailshake with Xero, many users have started using software to run their email marketing campaigns. The number of new users signing up for Mailshake is increasing significantly with each passing day. With this integration, Mailshake has become an essential top for most small business owners, who use Xero for their business operations.

The process to integrate Xero and Mailshake 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.