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SendGrid + Xero Integrations

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

About SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

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 SendGrid and Xero Integrations

  • SendGrid SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    When this happens...
    SendGrid New Visitor
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • SendGrid SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors (from Report) Read More...
    When this happens...
    SendGrid New Visitor From Report
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • SendGrid Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    SendGrid 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
  • SendGrid Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    SendGrid 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
  • SendGrid Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    SendGrid 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
  • SendGrid Xero

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

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

It's easy to connect SendGrid + Xero 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
  • Send Email

    Sends an Email.

  • 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 SendGrid & Xero Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SendGrid 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 SendGrid and Xero

SendGrid?

  • SendGrid is a cloud-based email infrastructure service that provides deliverability, scalability, and analytics for transactional and marketing emails.
  • Its services are geared toward businesses that send a high vpume of email.
  • It was established in 2009 by Sameer Dhpakia and Mandeep Singh.
  • It has more than 200 employees.
  • It has over 2,000 customers including Target Corporation, Spotify, Box, Airbnb, Lyft, Kickstarter, Uber, and Salesforce.com. SendGrid is one of the fastest growing companies in America.

Xero?

  • Xero is a cloud accounting software company headquartered in New Zealand. It has offices in Australia, U.K., U.S., Canada, France, Germany and Singapore. The company was founded by Rod Drury and co-founded by Perrin Sutherland and Paul Mackenzie in 2006.
  • Xero serves small businesses around the world as well as about 15% of the largest public companies in the US, including General Electric, Nike and Wal-Mart. In addition to its primary products, Xero also offers an online accounting education program called Xero Academy to help small business owners learn how to manage their books using its software. Xero Academy also helps its users understand tax laws and operate more efficiently.
  • Xero's shares are listed on the New Zealand Stock Exchange (NZX), where they trade under the symbp XRO. They were first listed on the NZX in March 2012 at a price of NZ$7 per share; the stock price peaked at NZ$28.25 in May 2013 before falling back to NZ$8.25 in September 2014.

Integration of SendGrid and Xero

  • On January 19, 2017, Xero announced that its integration with SendGrid would be available to all customers in its US and UK markets starting in April 2017. This will allow customers to use SendGrid to send transactional emails through Xero. Customers can sign up for the SendGrid/Xero integration here.
  • The SendGrid integration with Xero allows customers to integrate their accounts without needing to set up individual SMTP server settings for each account. This will allow them to send emails from within the Xero desktop application. The emails can be sent from a single platform instead of multiple platforms being used independently.
  • SendGrid is an email infrastructure service that focuses on delivering transactional emails such as receipts or order confirmations. Its services are geared toward businesses that send a high vpume of email and it targets small businesses and enterprises alike. It was established in 2009 by Sameer Dhpakia and Mandeep Singh. It has more than 200 employees with offices in Denver, Boulder, San Francisco, Los Angeles and London. It has more than 2,000 customers including Target Corporation, Spotify, Box, Airbnb, Lyft, Kickstarter, Uber, and Salesforce.com. SendGrid is one of the fastest growing companies in America.
  • According to Matt Walker, director of international at Xero. "Integrating SendGrid’s email delivery platform with Xero means we can give customers even greater flexibility in how they connect their accounting software to their other applications." This integration will make it easier for both Xero and SendGrid customers to send transactional emails through Xero and track them along with other sales data through its financial software platform. "We are excited about what this partnership means for our users," he said.

Benefits of Integration of SendGrid and Xero

The process to integrate SendGrid and Xero 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.