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Integrate Xero with Mautic

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

  • No code
  • No Credit Card
  • 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 Mautic

Mautic is an open-source marketing automation software that helps online businesses automate their repetitive marketing tasks such as lead generation, contact segmentation, marketing campaigns, lead scoring, etc.

Mautic Integrations

Best ways to Integrate Xero + Mautic

  • Xero Integration Mautic Integration

    Xero + Mautic

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

    Xero + Mautic

    Create Marketing Message to Mautic from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Mautic Integration Create Marketing Message
  • Xero Integration Mautic Integration

    Xero + Mautic

    Create Text Message to Mautic from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Mautic Integration Create Text Message
  • Xero Integration Mautic Integration

    Xero + Mautic

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

    Xero + Mautic

    Create Marketing Message to Mautic from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    Mautic Integration Create Marketing Message
  • 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 + Mautic in easier way

It's easy to connect Xero + Mautic 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 Contact

    Triggers when a new contact is created.

  • New Form Entry

    Triggers when a form is submitted.

  • New Marketing Message

    Triggers when new marketing message created.

  • New Text Message

    Triggers when new text message created.

  • Updated Contact

    Triggers when a contact 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 Marketing Message

    Create a marketing message.

  • Create Text Message

    Create a text message

  • Create or Update Contact

    Creates a new contact or updates and existing contact.

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

How Xero & Mautic 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 Mautic 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 Mautic.

    (2 minutes)

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

Integration of Xero and Mautic

Xero?

Xero is an accounting software that is used by small and medium business. It can be used as an alternative to QuickBooks and Sage. This software helps the user to manage the accounting of the company and also its financial reporting. The user can also use this software to generate reports on the basis of the information entered by the user.

Mautic?

Mautic is a marketing automation platform that provides complete sputions for the companies to build their online presence and market their business in the market. It helps in organizing the contacts in the database, in managing the various aspects of email marketing, social media marketing, lead management, website analytics and landing pages.

Integration of Xero and Mautic

Xero and Mautic are integrated with each other. They both are simple to install and they do not need much technical knowledge to install them. The integration of these two platforms will help the users to easily manage their company’s accounts and their marketing needs in one place. For example, it makes it possible for the user to create a single view of the data in the accounting software and the marketing software in one place. It also helps in importing all the data from Xero into Mautic.

The user can also create the goals in Mautic which then helps in sending emails to customers based on their goals using Xero. It also helps in integrating customer support with sales processes. It allows the users to create customized forms in Mautic which can be validated in Xero automatically without needing to use any code. This integration also allows the user to import contact details from Xero into Mautic so that it becomes easier for the user to reach out to customers through emails or calls.

Benefits of Integration of Xero and Mautic

One benefit of this integration is that it reduces the cost of hiring multiple agencies for managing different aspects of business. It also allows the user to achieve greater efficiency. Another benefit of this integration is that it helps save time. It makes it easier for the users to send emails or make calls to customers when they are missing out on important leads or opportunities. It will also help in maintaining a single view of customer data which will make it easier for the users to make decisions based on the data entered by the user. It will also allow the users to have quick access to information that is needed for making decisions quickly.

The process to integrate Xero and Mautic 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.