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Integrate Xero with Vtiger

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

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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 Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

Vtiger Integrations
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Best ways to Integrate Xero + Vtiger

  • Xero Integration Vtiger Integration

    Xero + Vtiger

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

    Xero + Vtiger

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

    Xero + Vtiger

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

    Xero + Vtiger

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

    Xero + Vtiger

    Create Case to Vtiger from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Vtiger Integration Create Case
  • 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 + Vtiger in easier way

It's easy to connect Xero + Vtiger 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)

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

    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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

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

How Xero & Vtiger 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 Vtiger 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 Vtiger.

    (2 minutes)

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

Integration of Xero and Vtiger

Xero?

Xero is a cloud based accounting software that provides accounting and financial management services to small businesses, including bookkeeping, accounting, and invoicing capabilities.

Vtiger?

Vtiger is an open source CRM software that helps small and medium sized enterprises (SMEs. to centralize customer relationship management (CRM), marketing, and project management into a single, easy-to-use platform. It is a web-based application which includes a set of features that can be extended with the help of plugins. Plugins are developed by third party developers.

Integration of Xero and Vtiger

Xero is integrated with Vtiger. By integrating with Vtiger, Xero becomes a part of Vtiger’s ecosystem. This integration allows users to access their business data from within the context of Vtiger. They can create new customers, contacts, and opportunities in both financial and non-financial modules of Xero from within the context of Vtiger. Users need to log into both Xero and Vtiger using the same credentials. There are various actions available in Vtiger which are triggered on events in Xero. For example, when a new contact is created in Vtiger, it creates a new account in Xero for that contact. Thus, users can create a new contact in Vtiger and then create an invoice for that contact in Xero. The integration also provides the fplowing benefits:

Integration of CRM data in Xero. Users can integrate their CRM data in Xero with the help of Xero’s OAuth 2.0 specification. With this integration, users can use Xero’s API to perform certain actions without first logging into Xero. Users can retrieve CRM data such as contacts, accounts, and opportunities from within the context of Xero. They can also update those records. This feature makes it easier to manage CRM data in Xero. For instance, if a user creates a new contact in Vtiger, it automatically creates an account in Xero for that contact. Thus, it reduces the effort required to create a new account in Xero in case the same contact already exists in Xero.

Users can integrate their CRM data in Xero with the help of Xero’s OAuth 2.0 specification. With this integration, users can use Xero’s API to perform certain actions without first logging into Xero. Users can retrieve CRM data such as contacts, accounts, and opportunities from within the context of Xero. They can also update those records. This feature makes it easier to manage CRM data in Xero. For instance, if a user creates a new contact in Vtiger, it automatically creates an account in Xero for that contact. Thus, it reduces the effort required to create a new account in Xero in case the same contact already exists in Xero. Data sharing between Xero and Vtiger. Users can share data between Xero and Vtiger by using any CRM integration top such as Zapier or IFTTT. For example, users can create an event in Vtiger that triggers a task in Xero so that they receive notifications about the tasks they need to complete in Xero. Similarly, they can create an event in Vtiger that triggers a task in Slack so that they receive notifications about the tasks they need to complete in Slack.

Users can share data between Xero and Vtiger by using any CRM integration top such as Zapier or IFTTT. For example, users can create an event in Vtiger that triggers a task in Xero so that they receive notifications about the tasks they need to complete in Xero. Similarly, they can create an event in Vtiger that triggers a task in Slack so that they receive notifications about the tasks they need to complete in Slack. User interface integration. Both Xero and Vtiger provide rich user interfaces (UIs. With this integration, users can switch between the UIs of both applications by using buttons located on each page of each application. For example, if users want to switch from the Vtiger UI to the Xero UI, they can click on a button called Switch to XERO on each screen of Vtiger. Similarly, if they want to switch from the Xero UI to the Vtiger UI, they can click on a button called Switch to VTIGER on each screen of Xero. This feature allows users to take full advantage of both applications at all times instead of switching between them every time they want to use either application separately.

Both Xero and Vtiger provide rich user interfaces (UIs. With this integration, users can switch between the UIs of both applications by using buttons located on each page of each application. For example, if users want to switch from the Vtiger UI to the Xero UI, they can click on a button called Switch to on each screen of Vtiger. Similarly, if they want to switch from the Xero UI to the Vtiger UI, they can click on a button called on each screen of Xero. This feature allows users to take full advantage of both applications at all times instead of switching between them every time they want to use either application separately. Permissions. Users can define permissions for both applications when they integrate them together with OAuth 2.0 specification. This ensures secured access contrp for both applications which helps protect sensitive data against unauthorized access by untrusted entities like third party applications or malicious employees etc.

Benefits of Integration of Xero and Vtiger

There are various benefits associated with the integration between these two software products:

The process to integrate Xero and Vtiger 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.