Integrate Xero with Notion
Appy Pie Connect allows you to automate multiple workflows between Xero and Notion
- No code
- No Credit Card
- Lightning Fast Setup
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 Notion
Notion is a collaboration platform that allows teams to communicate, share and collaborate on the same page. It is built for teams of all sizes. Whether you’re a group of five, or a group of thousands, Notion is there to help you collaborate, communicate and share your ideas.
Notion IntegrationsBest ways to Integrate Xero + Notion
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When this happens...
New Bill
Then do this...
Create Database Item
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When this happens...
New Bill
Then do this...
Update Database Item
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When this happens...
New Contact
Then do this...
Create Database Item
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When this happens...
New Contact
Then do this...
Update Database Item
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When this happens...
New Payment
Then do this...
Create Database Item
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Xero + Notion 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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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 Database Item
Creates an item in a database.
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Update Database Item
Updates a database item.
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How Xero & Notion 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 Notion 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 Notion.
(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 Notion
Xero
Xero is a cloud accounting software that helps small business and entrepreneurs with their accounting needs. It was founded in 2006 and since then has become one of the leading and most trusted accounting software providers in New Zealand and Australia. Xero has been used by thousands of businesses, who have only good things to say about it.
Notion
Notion is an online graphic design software, which helps anyone with their design needs. It’s a useful top for business owners, editors, marketers, and freelancers. Notion also offers a number of templates for different types of designs. social media ads, infographics, logo templates, etc.
Integration of Xero and Notion
One of the biggest advantages of having both programs integrated is that all your files can be accessed from one dashboard. Notion will allow Xero users to access their designs quickly and easily from anywhere and any device – a huge advantage for those who work on the go. However, there are some limitations to this integration. for instance, it’s impossible to edit or add new text boxes in Notion after you’ve created them in Xero. Similarly, if you delete a text box in Notion, it will be deleted in Xero too. This can be confusing for users – they often have no idea why a particular element in their design was deleted when they didn’t mean to do so. It would be better if the integration between the two programs worked more like Dropbox – users could edit the text boxes without affecting the file in Xero.
Another disadvantage of integrating Xero and Notion together is that you cannot access the top menu bar in Notion while using it through Xero (the menu bar can be accessed only when you launch Notion from your computer. You can, however, access the menu bar by switching to desktop mode. This can be quite confusing because it’s not obvious how to access the menu bar at first glance. More experienced users are familiar with how to navigate through the program, but new users might find it very frustrating to not know how to do something as simple as accessing a menu bar!
Benefits of Integration of Xero and Notion
There are several advantages of having Xero and Notion integrated together. The first is that you can access your designs in a single place. For example, if you have created a brochure, you can access it through Xero or Notion without having to remember which platform you saved it on. Additionally, it’s easy to schedule social media posts directly from within Xero or Notion. Furthermore, it offers you more flexibility when working with your design files. If you want to make changes to your file, you can do so quickly without having to save it again or remembering where you saved it last time. This can save you a significant amount of time if you’re working on large projects that require multiple edits. Finally, if you want to share your design files with a client or anyone else who hasn’t signed up for either Xero or Notion, they will still be able to view and download your files if they know the link to access it.
The process to integrate Xero and Notion 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.
