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.
Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.Apptivo Integrations
Xero + GmailSend Gmail emails whenever new payments are received in Xero Read More...
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.
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.
It's easy to connect Xero + Apptivo without coding knowledge. Start creating your own business flow.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Xero is a cloud-based accounting software that allows you to manage your business data online. With Xero, you can create invoices, track sales, issue payments and prepare your financial reports. It was founded in 2006 by Rod Drury.
Apptivo is an integrated business management software that connects seamlessly with Xero. It allows you to manage your business data online so that you can handle different tasks such as managing staff, tracking inventory, and making sales and marketing activities easier. Apptivo is owned by Intuit and was founded in 2012.
Integration of Xero and Apptivo enables different companies to access the same database. This helps the users organize their information and make sure they always have the latest data. It also saves time when cross-checking information (e.g., when comparing numbers. or importing data from one program to another.
There are several benefits to integration between Xero and Apptivo:
Faster Data Transfer. Since the programs share the same database, there is no need to convert or re-enter data in each program when transferring it from one program to another. This saves time and money when transferring data. Easier Tracking. Integration of Xero and Apptivo makes it easier for companies to track their inventory levels since the shared database will contain all of the necessary information about each product or service. This will allow you to make more informed decisions about your company’s products and services. Improved Staff Management. The integration of Xero and Apptivo also makes it easier to manage your staff since they can access their own information on the shared database. This allows them to always know what they should be working on next or what they should do first. More Accurate Reporting. Integration of Xero and Apptivo allows companies to use the same database for their financial reports, which means that these reports will be more accurate than if they had used different databases for different types of reports. Easier Sales & Marketing Activities. Integrating Xero and Apptivo makes it easier for companies to streamline their sales and marketing activities since they will have access to all of the necessary information needed to conduct these activities on the shared database. This will save companies both time and money since they don’t have to search for the information they need for these activities in different databases.
The process to integrate Xero and Apptivo 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.