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.
PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.
It's easy to connect Xero + PDFMonkey without coding knowledge. Start creating your own business flow.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Triggers when a document's generation is complete and successful.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Find a document in PDFMonkey.
Generate a new document
Xero is an accounting software that helps business owners track their finances. It was founded by Rod Drury in 2006 and has since grown to over 300,000 users worldwide. It allows its users to manage all of their financial information on a cloud based system. Xero is designed to be easy to use and can be accessed from anywhere.
PDFMonkey is a web-based application that allows users to quickly and easily edit and create PDF files. Users can upload any PDF file and edit the text, images and artwork within it. The system includes many different editing tops such as zoom and crop. PDFMonkey also has a function for adding watermarks to documents. This function can be used for adding copyright information, or for adding data about the user who created the document.
Integrating the two applications together makes sense because they share common features. For example, both applications are cloud based and are easy to use. They both have features that allow users to edit documents. Integrating the two programs would allow users to create PDF files which could then be uploaded into Xero and edited further. This would make managing financial information much easier for users.
There are several benefits to integrating the two programs together. Firstly, it would allow users to work on documents wherever they are, as long as they have internet access. This would be beneficial for people who travel a lot or only have access to their computer at certain times of the day. Also, integrating these programs would make it easier for people to share important documents with other users or clients. They would not have to worry about sending sensitive information via email because the documents could be stored in the cloud, meaning that only those with permission could access them. This would make it much more secure than sending PDFs through email. Another benefit is that integration would allow users to edit documents more easily using PDFMonkey’s editing tops, instead of having to open them in another program and do the editing there and then uploading them again into Xero. This would save a lot of time and energy, as well as making working on large documents a lot easier. Finally, integration would allow users to see their financial information straight away, meaning they would not need to wait until they get home or back into their office to see how their finances are doing. This would be useful for people who want to work on their finances at times when they wouldn’t normally get the chance (such as while on hpiday.
The process to integrate Xero and PDFMonkey 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.