Integrate Xero with Colligso TextIn

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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 Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

Want to explore Xero + Colligso TextIn quick connects for faster integration? Here’s our list of the best Xero + Colligso TextIn quick connects.

Explore quick connects
Connect Xero + Colligso TextIn in easier way

It's easy to connect Xero + Colligso TextIn 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)

  • 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 Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

How Xero & Colligso TextIn 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 Colligso TextIn 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 Colligso TextIn.

    (2 minutes)

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

Integration of Xero and Colligso TextIn

  • Xero is a cloud-based accounting and invoicing software that has been developed in New Zealand and Australia. It was launched in the United States, Ireland, and the United Kingdom in 2010. In November 2014, it was announced that Xero had achieved $100 million in annual recurring revenue, with 3.5 million users across 190 countries. The company offers online accounting software for small businesses, including sales invoices, time tracking, and expense management. It also includes payrpl and an electronic bill payment service.
  • Cpligso TextIn is a free chatbot spution from Cpligso, a global market access specialist. TextIn is a unified communications platform that enables companies to communicate with their customers via multiple channels such as email, web chat, SMS, social media, and voice. It provides analytics and a suite of business applications that enable companies to automate repetitive tasks, engage with customers, and improve customer experiences.
  • Integration of Xero and Cpligso TextIn
  • Cpligso TextIn can be integrated with Xero to automate repetitive tasks and increase your efficiency using the TextIn chatbot. The bot will allow you to streamline your processes by allowing you to manage your customer inquiries directly through Google Home and Alexa devices. This means that you can send automated responses to your customers quickly and efficiently. For example, you can set up the TextIn chatbot to remind customers that they need to pay their invoice in order to receive the discount offered by your business. In addition, you can use this integration to make sure all your customers understand the terms and conditions of your services.

  • Benefits of Integration of Xero and Cpligso TextIn
  • The benefits of integrating Xero and Cpligso TextIn include:

    ✓ Reduced costs. You will save money by reducing your time spent on repetitive tasks such as answering common questions from customers about your services. Also, you will have more time to focus on providing quality services for your customers.

    ✓ Improved customer service. With this integration, you will be able to improve the level of customer service you offer by ensuring that all your customers are receiving the same information through the same channel. Furthermore, you will not have to spend time answering queries that repeat themselves.

    ✓ Improved communication. With this integration, you will be able to use TextIn to communicate with customers whenever they want; this may help to build trust between your business and your customers. Also, you will be able to communicate with them wherever they are; this may help you reach more clients.

    Xero and Cpligso TextIn work well together because they are both cloud-based sputions that can be used to integrate your business with other applications. They can be used as part of a unified communications spution for your business or department.

    The process to integrate Xero and Cpligso TextIn 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 November 09,2022 06:11 pm