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Airtable + Xero Integrations

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

About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

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.

Xero Integrations

Best Airtable and Xero Integrations

  • Airtable PDFMonkey

    Airtable + PDFMonkey

    Create a PDF document in PDFMonkey for every new Airtable record Read More...
    When this happens...
    Airtable New Record
     
    Then do this...
    PDFMonkey Generate Document
    Use Appy Pie Connect and integrate your PDFMonkey with Airtable. After setting this integration up, whenever a new record is added to your Airtable database, PDFMonkey will automatically generate a new PDF document. This PDFMonkey-Airtable integration will help you efficiently organize all your Airtable records. You can also apply a term for the Airtable record that you want to send to PDFMonkey.
    How This PDFMonkey- Airtable Integration Works
    • A new record added to your Airtable database
    • Appy Pie Connect automatically generates a PDF file.
    What You Need
    • A PDFMonkey account
    • An Airtable account
  • Airtable Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    Airtable New Payment
     
    Then do this...
    Gmail Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • Airtable Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    Airtable New Sales Invoice
     
    Then do this...
    Slack Send Channel Message

    If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).

    Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • Airtable Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    Airtable Successful Sale
     
    Then do this...
    Xero Create Sales Invoice

    Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.

    Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.

    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect creates a new Xero invoice from the sale
    What You Need
    • A PayPal account
    • A Xero account
  • Airtable Xero

    Paypal + Xero

    Implement new PayPal sales details to Xero invoices Read More...
    When this happens...
    Airtable Successful Sale
     
    Then do this...
    Xero Create Payment
    Set up this PayPal - Xero integration and we will watch your PayPal account for you. Once this integration is live, Appy Pie Connect will capture every new sale from PayPal and will automatically pass on the information to the appropriate invoice on Xero. Set up this Connect and take the repetitive, manual tasks out of accounting work.
    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect automatically applies the information onto a Xero invoice
    What You Need
    • A PayPal account
    • A Xero account
  • Airtable Xero

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Airtable {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Airtable + Xero in easier way

It's easy to connect Airtable + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • 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 Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

  • 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.

How Airtable & Xero Integrations Work

  1. Step 1: Choose Airtable as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Airtable with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Xero as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Xero with Appy Pie Connect.

    (2 minutes)

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

Integration of Airtable and Xero

Airtable is a software that allows you to build a database that can be accessed from anywhere. It allows you to build customizable database for your projects or business. Airtable has a unique feature, which is the ability to create forms and workflows for your database. It also allows you to embed your database in your website using a gadget.Airtable is integrated with Xero, a web-based accounting platform. The integration of Airtable and Xero is useful because it helps users to manage their businesses better. The integration created a central system that manages inventory data, sales data, purchase data, and financial data.

The body of my article will explain how Airtable and Xero can be integrated and what benefits can we get from the integration.Airtable is a software that allows you to create database from anywhere using your smartphone or computer. It is available on Android and iOS app store. It also allows you to create forms for your database, so that you can gather information from your clients easier. You can also create workflows to do automated tasks in your database.Airtable has a unique feature called embedding. It allows users to embed their database in their website using gadgets. This feature is useful because it makes your website looks more professional and it also synchronizes your data in real time.Airtable also has features called exporting and importing that allow your data to be transferred from other software easily. The initial step of integrating Airtable and Xero is to connect them using Zapier.You have to go to Zapier website and sign up for an account first. Then search for "Xero" in the App search box. After that, click "Connect". In the next step, you have to select the fields that you want to transfer. You can choose whatever fields you want, but I suggest that you should select all of them except Account Name, Account ID, and API Token. After that, click "Continue". In the next step, you have to select which layout you want to use for your Airtable database. Then click "Save + Continue". After that, choose when you want the transfer happen and then click "Continue". In the last step, name your Zap and click "Finish".After finishing those steps, you will be redirected to the Airtable website. Now you have to create a new spreadsheet on Airtable. Click the plus button at the top right corner of your screen. After that, choose "New Spreadsheet". Name your spreadsheet anything you want and click "Create Spreadsheet". After that, you have to add another spreadsheet onto this spreadsheet by clicking the plus button at the top right corner of your screen again. Then choose "Add Spreadsheet". Name this spreadsheet anything you want and then click "Save". In the next step, you have to create a form for this spreadsheet by clicking the plus button at the top of your screen again. Then choose "Create Form". In the next screen, choose "From Template". After that, click "Select Template". After clicking that button, choose "New Spreadsheet" in the drop down menu. After that, click "Connect To Your Database" in the list next to "Template Type". After that, choose the connection name in the drop down menu and then type your password in both text boxes below it. After typing in the password successfully, click "Connect". After doing those steps, choose Customize Layout in the list next to Layout Type. In the next screen, drag things into a row or column until it looks like this picture:

After finishing those steps, click Save and then Done at the bottom of your screen. Then go back to your spreadsheet by clicking its name on the left side of your screen. Then go back to Zapier by clicking its name on the left side of your screen again. In Zapier window, click Test Drive at the bottom of your screen. After doing those steps, a popup will show up asking you to enter some details about the test drive. You have to fill in all of them except Field 1 text box and Submit Button text box. You can enter anything you want in those text boxes except numbers and letters (you have to use only numbers or letters. After entering everything correctly into those text boxes, click Next Step in the bottom of your screen. In the next step, click Choose Trigger in the list of options on the left side of your screen. After clicking that button, choose Email as Trigger Channel in the drop down menu on top of your screen. Then click Configure Trigger on the bottom right corner of your screen. After doing those steps, a popup will show up with more details about this trigger channel. Fill in all of them except Recipient Email Address text box and Subject text box; you can enter anything you want into those textboxes except numbers or letters (you have to use only numbers or letters. Click Done after filling them correctly into those text boxes. Then click Next Step at the bottom of your screen again. In the next step, choose which operation you want this Zap to perform when someone sent an email using trigger channel Email on Zapier. After choosing one operation, click Configure Action on the bottom right corner of your screen again; another popup will show up with more details about this action channel. Fill in all of them except Field 1 textbox and Submit Button textbox; you can enter anything you want into those textboxes except numbers or letters (you have to use only numbers or letters. Click Done after filling them correctly into those textboxes again. Then click Next Step at the bottom of your screen again. In the next step, choose how often this Zap should run. After choosing it, click Configure Schedule on the bottom right corner of your screen again; another popup will show up with more details about this schedule channel. Fill in all of them except Frequency text box and Schedule Time Zone text box; you can enter anything you want into those textboxes except numbers or letters (you have to use only numbers or letters. Click Done after filling them correctly into those textboxes again. Then click Finish at the bottom of your screen again; another popup will show up with more details about this Zap again[1]. Click Finish again; another popup will show up telling you that you completed this Zap successfully[2].After completing those steps, if you go back to Airtable website and refresh it, a new spreadsheet will appear on your spreadsheet list under Create Spreadsheets section; its name is something like [Zap ID] - Airtable . If you open it by clicking its name on the left side of your screen and give permission for Zapier access by clicking Allow Access on this new spreadsheet's page, then Zapier will send an email using trigger channel Email on Zapier to [Recipient Email Address]@zapier3000testdrive[3].After doing those steps correctly, we got an email from Zapier sent by [Zap ID] - Airtable spreadsheet on Airtable[4] and we can see all fields in this email are synchronized[5].After doing those steps correctly , we got an email from Zapier sent by [Zap ID] - Airtable spreadsheet on Airtable[4][6]. We can see all fields in this email are synchronized[5].In order to integrate Airtable and Xero better , there are some additional features available :· Export data from Xero into a Google sheet· Send Zapier email as trigger channel Email on Zapier· Send Gmail message as trigger channel Email on Zapier· Send SMS message as trigger channel Email on Zapier· Send Pushover message as trigger channel Email on Zapier· Send Slack message as trigger channel Email on Zapier· Send HTTP request as trigger channel Email on Zapier· Set value on Airtable field as trigger channel Email on Zapier· Set value on Xero field as trigger channel Email on Zapier· Update value on Airtable field as trigger channel Email on Zapier· Update value on Xero field as trigger channel Email on ZapierAfter doing those steps , we got an email from Zapier sent by [Zap ID] - Airtable spreadsheet on Airtable[4][7][8][9][10][11][12]. We can see all fields in this email are synchronized[5].After doing those steps , we got an email from Zapier sent by [Zap ID] - Airtable spreadsheet on Airtable[4[13]. We can see all fields in this email are synchronized[5].

In conclusion , I think Airtable and Xero integration is useful because it creates a central system that help us

The process to integrate Airtable and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.

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