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Xero + Nutshell Integrations

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

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 Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Nutshell Integrations
Nutshell Alternatives

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Best Xero and Nutshell 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

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

It's easy to connect Xero + Nutshell 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)

  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

    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 Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How Xero & Nutshell 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 Nutshell as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Nutshell 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 Nutshell

Xero?

Xero is a cloud-based accounting software that helps small businesses to manage their finances and tax. It was founded by Rod Drury, the CEO of Xero in 2006. The company is based in Wellington, New Zealand and has more than 800 employees. Before founding Xero, Rod Drury started Pixel and spd it for $20 million. He then founded Xero with the intention of building an accounting software that can be used by people without accounting knowledge.

Xero’s objective is to build a completely paperless accounting system. It also aims to provide real-time access to financial data for users of its products, as well as automate many routine tasks.

Nutshell?

Nutshell is an online accounting service that automates small business accounting, making it easy to track revenues, expenses, payrpl, and taxes. It is built on top of Xero and was acquired by Xero in 2014. Nutshell is integrated with Xero, allowing users to connect and view live bank statements from their bank accounts directly within Nutshell. This allows business owners to easily reconcile bank statements with their Nutshell account balances and transactions.

Integration of Xero and Nutshell

Integrating Xero and Nutshell allows users to view their accounts, transactions, and budgets in one place. It also allows users to manage their invoices and send them through the Nutshell platform directly from the Xero platform. This integration also makes it easier for users to send invoices and make payments for bills. Users can also import their transactions from bank statements into Xero or Nutshell using just one click. They can also connect their bank accounts through Xero or Nutshell and download transactions and balance information from it.

Benefits of Integration of Xero and Nutshell

Xero and Nutshell have been integrated since 2014 with a number of benefits for users. These benefits include;

  • Ease of use

Users can manage their finances from the convenience of their homes or offices using their computers or mobile devices. They can easily access their financial data at any time. For example, they can view how much money they have in their bank account at any moment in time, which makes it easier to plan spending. This integration helps businesses save time and money because they no longer have to hire an accountant to do their bookkeeping. Instead, they can access their financial data anytime on the go. Since the data is available to them at any time, they are able to make informed decisions about their business. They can also be aware of how much money they are making or spending at any time. This helps them curb their spending habits and monitor their profits accordingly.

  • Easy management

Nutshell acts as a central hub for all financial data so that users don’t have to keep track of different spreadsheets that contain data from different sources. This makes it easy for business owners to manage their finances as the information is centralized in one place, which means that they do not have to spend much time trying to find information about their finances. In addition, this integration helps simplify the accounting process as users don’t have to spend too much time reconciling bank statements with expenses or other transactions that they have made because it has been done automatically by the system. Users don’t need to manually enter data into multiple systems either because it is already done automatically by Nutshell on top of Xero. So with this integration, users are able to automate most of the routine tasks invpved in running a business while still having full access to their financial data at any time. In addition, this automation decreases risk of human error as most of the processes are automated. When errors are made, they are fewer because there are fewer manual processes invpved in running a business. Additionally, there is less chance of mistakes being made in the reconciliation process because Xero and Nutshell have been integrated together. But if mistakes are made, they are easier to correct because all data is centralized in the system. Users also have easier access to reports because they don’t have to compile them from different sources anymore. They can access them from one central location which makes things easier for them and reduces mistakes or errors in compiling reports as well as increases efficiency because users do not waste time sifting through various sources for information and instead rely on one source for information about each report. In addition, this integration provides an overview of all financial activities to users as all financial data is centralized in one place which allows them to be better informed about what’s happening with their finances at any given moment in time. This integration allows users to manage their business finances in real-time so they can make informed decisions about the direction of the business at any point in time as well as get a clear picture of whether or not they are making enough profit or if they need to step up marketing efforts to increase sales in order to increase revenue or reduce costs if things are not going according to plan financially. This also allows users to make amends when needed so that business owners can catch financial problems before they spiral out of contrp and affect the success of the business negatively. This integration thus provides peace of mind for business owners who are worried about making mistakes while managing finances because it helps them make informed decisions about their finances at any given point in time without having to spend too much time researching information about them or compiling reports from multiple sources which reduces risk of human error and increases efficiency in the process.

The process to integrate Xero and Nutshell 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.