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Xero + Clubhouse Integrations

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

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 Clubhouse

Clubhouse is a simple and beautiful way to plan and build software.

Clubhouse Integrations

Best Xero and Clubhouse Integrations

  • Xero Gmail

    Xero + Gmail

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

    Xero + Slack

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

    Paypal + Xero

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

    Paypal + Xero

    Implement new PayPal sales details to Xero invoices Read More...
    When this happens...
    Xero 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
  • Xero Xero

    + Xero

    Create Xero invoices for new invoices on Zoho Invoice Read More...
    When this happens...
    Xero New Invoice
     
    Then do this...
    Xero Create Sales Invoice
    Tired of finding and moving new invoices from your Zoho Invoice to Xero? Don’t worry, this integration will help you eliminate all the manual work associated with the process. After setting this integration up, whenever a new invoice is created on Zoho Invoice, Appy Pie Connect will automatically create its counterpart on Xero, keeping all the information together for your future needs.
    How this Zoho Invoice – Xero integration Works
    • A new invoice is created on Zoho Invoice
    • Appy Pie Connect automatically creates corresponding invoice on Xero
    What You Need
    • A Zoho Invoice account
    • A Xero account
  • Xero Xero

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

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

It's easy to connect Xero + Clubhouse 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
  • 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 Story

    Creates a new story.

How Xero & Clubhouse Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Xero and Clubhouse

Xero?

Xero is a cloud-based accounting software application. It provides tops to help small businesses manage their finances. It helps them manage and track their sales, expenses, assets, and income. The software is available across multiple platforms including the web browser, smartphone app, tablet app, and desktop app on Windows, Mac OS and Linux.

Xero NZ was launched in mid-2010 by Rod Drury. He had previously founded accounting software company MYOB and ran it for more than 15 years before founding Xero as a rival accounting software product. In November 2014, the company announced that it had raised US$60 million in venture capital funding from a group of investors including U.S. equity firm T. Rowe Price and former Citigroup CEO Vikram Pandit.

In December 2015 it was announced that Xero had been named “Best Cloud Accounting Software” in the 2015 CIO Review Awards. In April 2016, Xero announced that it had acquired finance platform Vend. The acquisition gave Xero access to Vend’s point of sale software for retailers and its accounting software for small businesses. The acquisition allowed Xero to offer multi-currency support with sales tax management for customers with operations in Australia, New Zealand, and the United States.

Clubhouse?

Clubhouse is an online web-based accounting system which enables small business owners to manage their business activities from anywhere at anytime. It is said to be easy to use, affordable and secure. Customers can connect directly to their bank accounts and other relevant business accounting details through the platform. This makes the process of managing small business finances easier and more efficient. Clubhouse offers support for importing data from MYOB, Quickbooks and CSV formats. It also allows exporting data as CSV files or PDF reports for printing or emailing purposes.

Clubhouse has been carefully designed with ease of use in mind. Its simple interface makes it possible for users to get started right away without having to be experts in bookkeeping or accounting. The software automatically updates account balances based on the transactions recorded on the platform. Users can therefore keep track of their financial status at all times through the dashboards provided on the platform. They can also be updated with real-time notifications concerning transactions made through the platform. Users are able to create customized reports from within the software itself with a click of a button. These reports can then be exported as PDF files or printed out for further analysis using other software applications such as Microsoft Excel or Google Docs.

Clubhouse offers a number of benefits which include:

It provides customers with real-time data on their business financial status through its dashboard feature

It allows users to import information from various accounting software applications such as MYOB Quickbooks or CSV formats

It offers an affordable way of managing financial operations without spending a fortune on expensive accounting software applications such as TurboTax or Quickbooks

It has a simple user interface that makes it easy for even beginners to record transactions without difficulty using its intuitive features

Integration of Xero and Clubhouse

The integration of Xero and Clubhouse enables customers of both platforms to have access to real-time data on their financial situation in one place. Users are able to view details on balances, invoices, transactions etc from multiple bank accounts and other relevant sources in one place with this feature enabled. This provides them with an insight into their financial situation which they would otherwise not have without this feature enabled. This feature also means that customers can streamline their bookkeeping processes by tracking all the relevant bookkeeping information in one place using this feature. This clearly saves time on some tasks while improving efficiency levels in others thus making the whpe process more productive.

Customers who use both platforms also enjoy better security levels when compared to those who use either platform alone because of the two-factor authentication feature offered by both platforms. Customers have to provide their username and password as well as a security token sent via text message or generated by an application installed on their mobile device before being allowed to login into either platform after they have configured the integration feature between both platforms. Security is therefore enhanced since hackers wouldn’t be able to access customer accounts by guessing user names and passwords alone since they will need a security token generated by the other platform as well in addition to guessing the username and password correctly. This provides additional protection against phishing attacks which hackers often resort to in order to gain unauthorized access into user accounts through social engineering tactics.

Benefits of Integration of Xero and Clubhouse

Business owners who use both platforms benefit greatly from their integration since they are able to enjoy access to real-time data managed by each platform in one place regardless of which platform they use as a primary source of financial information management on their enterprises. They are also able to take advantage of the two factor authentication security feature which ensures that only valid users are allowed into their accounts thus enhancing security levels when compared to those who use either platform alone where they are only protected by username and password combinations which hackers may be able to guess especially if these are easy for them to guess like birthdays or telephone numbers for example since there is no secondary form of authentication required after providing correct usernames and passwords. Business owners who use both platforms also benefit from the fact that they can sync all their bookkeeping activities across multiple devices using this integration feature set up between both platforms thus maintaining consistency in bookkeeping activities across multiple devices used by their employees or outsourced bookkeepers for example who may not be working at the same location as them using one single system of record thereby ensuring that all records related bookkeeping activities are synchronized across different devices used by their employees or outsourced bookkeepers irrespective of where they are located at a given time. In addition, they can also utilize the capabilities offered by each platform individually for example using Xero’s invoicing features with Clubhouse’s invoicing services so that they are able to send invoices from Clubhouse but record payments made against these invoices from Xero thus enabling them to make payments using Xero’s payment processing service while maintaining invoicing information in Clubhouse thus creating a better workflow between both platforms thus saving time on certain tasks while optimizing efficiency levels on others thus helping them improve productivity levels overall while reducing chances of errors occurring due lack of consistency between bookkeeping activities managed through separate systems if they did not integrate these two platforms together for example through integration between Xero and Clubhouse.

The process to integrate Xero and Clubhouse 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.