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.
ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.ConvertKit 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 + ConvertKit 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)
Triggers when a subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
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.
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.
Xero is a cloud based accounting software, while, Convertkit is an email marketing platform. The integration of these two platforms helps the users to effectively manage their accounts.
ConvertKit is a powerful email management and marketing platform that helps to grow an online business easily. It helps to create a blog, send newsletters, automate emails, and much more.
By integrating Xero and Convertkit users can efficiently manage their accounts. In addition, they can also save time and money by automating their business tasks. For instance, users can automatically upload the bank details into the accounting software. They just have to verify the bank account information in Convertkit firstly. Once the account information is verified Convertkit will automatically download the bank details from Xero and upload them into the accounting software. The users can see the updated bank account detail in both platforms on a daily basis.
Through the integration of Xero and Convertkit users can benefit from both platforms. In addition, it also saves time as they do not need to use two different applications for similar tasks. Moreover, users also benefit from time-saving automation tops which help them to increase their productivity. It also allows them to focus on other important tasks rather than wasting their valuable time on repetitive tasks. As a result, users are able to ensure that their business is running smoothly without any problems.
In conclusion, it can be said that integration between Xero and Convertkit helps users to manage their accounts effectively. It also helps them to improve their productivity and customer service.
The process to integrate Xero and ConvertKit 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.