Integrating Xero with SharpSpring by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Xero and SharpSpring
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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 SharpSpring
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
Integrations for SharpSpringIt's easy to connect Xero + SharpSpring without coding knowledge. Start creating your own business flow.
- Triggers
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New BillTriggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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New purchase order
Triggered when a purchase order is created.
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Updated Contact
Triggered when you update an exiting contact.
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Updated Quote
Triggered when an exiting quote is updated.
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Updated Sales Invoice
Triggered when you update an exiting sales invoice. (Accounts Receivable)
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Updated purchase order
Triggered when an exiting purchase order is updated.
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New AccountA new Account is created in SharpSpring.
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New Lead
When a lead has been created in sharpspring.
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New Opportunity
A new Opportunity is created in SharpSpring.
- Actions
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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Create Account
Create an Account in SharpSpring.
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Create Campaign
Create a new Campaign in SharpSpring.
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Create Lead
Create a Lead in SharpSpring.
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Create Opportunity
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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Update Lead
Update a Lead in SharpSpring.
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Update Opportunity
Update a opportunity
How Xero & SharpSpring Integrations Work
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Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SharpSpring as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Xero to SharpSpring.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.