Xero + Mautic Integrations
Appy Pie Connect allows you to automate multiple workflows between Xero and Mautic
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 tool that helps businesses communicate with their audience at the right time.
Mautic IntegrationsBest ways to Integrate Xero + Mautic
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When this happens...
New Payment
Then do this...
Send Email
Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!How this Xero - Gmail integration works- A new payment is received in Xero
- Appy Pie Connect sends a Gmail email with details from the payment
What You Need- A Xero account
- A Gmail account
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When this happens...
New Sales Invoice
Then do this...
Send Channel Message
If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).
Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.
How this Xero – Slack integration Works- A new invoice is created in Xero
- Appy Pie Connect automatically sends it to a chosen Slack channel
What You Need- A Xero account
- A Slack account
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When this happens...
New Payment
Then do this...
Create Spreadsheet Row
Do you want to be sure you don't miss any payments? With this Connect flow, you can create a payments database in Google Sheets that keeps track of all your Xero payments in one place that's easy to read and search.How This Integration Works- When your receive a new payment
- Appy Pie Connect adds a new row to a specific Google Sheets.
What You Need- Xero account
- Google Sheets account
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When this happens...
Successful Sale
Then do this...
Create Sales Invoice
Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.
Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.
How this PayPal-Xero integration works- A new sale is made on PayPal
- Appy Pie Connect creates a new Xero invoice from the sale
What You Need- A PayPal account
- A Xero account
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When this happens...
Successful Sale
Then do this...
Create Payment
Set up this PayPal - Xero integration and we will watch your PayPal account for you. Once this integration is live, Appy Pie Connect will capture every new sale from PayPal and will automatically pass on the information to the appropriate invoice on Xero. Set up this Connect and take the repetitive, manual tasks out of accounting work.How this PayPal-Xero integration works
- A new sale is made on PayPal
- Appy Pie Connect automatically applies the information onto a Xero invoice
What You Need- A PayPal account
- A Xero account
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Xero + Mautic without coding knowledge. Start creating your own business flow.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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New ContactTriggers when a new contact is created.
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New Form Entry
Triggers when a form is submitted.
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New Marketing Message
Triggers when new marketing message created.
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New Text Message
Triggers when new text message created.
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Updated Contact
Triggers when a contact updated.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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Create Marketing Message
Create a marketing message.
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Create Text Message
Create a text message
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Create or Update Contact
Creates a new contact or updates and existing contact.
How Xero & Mautic Integrations Work
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Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Mautic as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Xero to Mautic.
(2 minutes)
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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.
