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Xero + RingCentral Integrations

Syncing Xero with RingCentral is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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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 RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. With ringcentral, you can easily communicate with anyone across the country, access your contacts, schedule meetings, make calls, and send texts from any device.

RingCentral Integrations
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Connect Xero + RingCentral in easier way

It's easy to connect Xero + RingCentral 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)

  • Missed Call

    Triggers when there is a new missed call.

  • New Call Recording

    Triggers when a call has been recorded.

  • New SMS

    Trigger when new message received.

  • New Voicemail

    trigger when new voice mail received.

    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.

  • Generate Ringout Call

    Starts a 2-legged RingOutCall based on specified from and to numbers.

  • Send SMS

    Sends a SMS message.

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How Xero & RingCentral 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 RingCentral 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 RingCentral.

    (2 minutes)

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

Integration of Xero and RingCentral

Xero?

Xero is the cloud-based accounting software that accepts payments and invoicing. It is the simplest, most effective way of managing your business finances. With Xero, you can manage all your accounts, pay bills, accept credit card payments and keep track of your employees’ timesheets with one simple and secure system.

RingCentral?

RingCentral is the cloud-based communication platform that empowers businesses with unified communications, contact center and cplaboration sputions. RingCentral replaces traditional office phone systems with a flexible, reliable, and affordable suite of communications products that are delivered as a service over the Internet.

Integration of Xero and RingCentral

Integration of Xero and RingCentral helps in taking calls from a customer who wants to make a purchase of your product. You can take this call right from the RingCentral dashboard without picking up the phone. The customer can also fill out an enquiry form or send you an email. RingCentral integrates with Xero to take care of these messages for you. You will receive emails in your inbox about these messages, which will contain details about the message along with the comments made by the customer via an email or an enquiry form. All requests can be tracked easily in the RingCentral dashboard. You can also receive a call alert on your mobile phone, informing you of a new call from a caller. It helps to save a lot of time and money. This integration is done via Xero API. The API helps to integrate with many other applications, including Salesforce, QuickBooks, NetSuite and Sage. It also integrates with other platforms like Twitter, Facebook and LinkedIn.

Benefits of Integration of Xero and RingCentral

The integration of Xero and RingCentral provides benefits to both businesses invpved. Both the companies benefit from this integration in different ways. The business who uses Xero as its accounting software has freedom to use any telephone system they like. They do not have to invest in a new telephone system just because they have changed their accounting software. Also, the business does not have to worry about their accounting software being compatible with their telephone system. They can use any telephone system they like, irrespective of whether it is compatible with their accounting software or not. The two systems are integrated together through the API, so there is no need to worry about compatibility issues. The business can also use multiple telephone systems for different locations at a time, such as a RingCentral phone system for their headquarters location and another phone system for remote offices. This gives them freedom to choose their own telephones, instead of investing in a new phone system just because they change their accounting software provider. For example, if they were using Microsoft Dynamics GP before and they change to Xero, they can continue using Microsoft Dynamics GP as their telephone system for their remote offices, but use RingCentral for their headquarters office, giving them choice and flexibility in choosing their telephone system. Another benefit is that now the accounting records are linked directly to the customer information in RingCentral’s CRM spution. This helps to keep track of customers’ details easily and quickly.

The process to integrate Xero and RingCentral 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.

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