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Integrate Xero with PandaDoc

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

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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 PandaDoc

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

PandaDoc Integrations

Best ways to Integrate Xero + PandaDoc

  • Xero Integration PandaDoc Integration

    Xero + PandaDoc

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

    Xero + PandaDoc

    Create Document to PandaDoc from New Contact in Xero Read More...
    Close
    When this happens...
    Xero Integration New Contact
     
    Then do this...
    PandaDoc Integration Create Document
  • Xero Integration PandaDoc Integration

    Xero + PandaDoc

    Create Document to PandaDoc from New Payment in Xero Read More...
    Close
    When this happens...
    Xero Integration New Payment
     
    Then do this...
    PandaDoc Integration Create Document
  • Xero Integration PandaDoc Integration

    Xero + PandaDoc

    Create Document to PandaDoc from New Sales Invoice in Xero Read More...
    Close
    When this happens...
    Xero Integration New Sales Invoice
     
    Then do this...
    PandaDoc Integration Create Document
  • Xero Integration PandaDoc Integration

    Xero + PandaDoc

    Create Document to PandaDoc from New Quote in Xero Read More...
    Close
    When this happens...
    Xero Integration New Quote
     
    Then do this...
    PandaDoc Integration Create Document
  • 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 + PandaDoc in easier way

It's easy to connect Xero + PandaDoc 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)

  • Document Completed

    Triggers when a document is completed.

  • Document Paid

    Triggers when a document is paid.

  • Document Sent

    Triggers when a document is sent.

  • Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    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 Document

    Creates a document from a templates.

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

How Xero & PandaDoc 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 PandaDoc 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 PandaDoc.

    (2 minutes)

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