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Xero + RingCentral Integrations

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

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 RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. With ringcentral, you can easily communicate with anyone across the country, access your contacts, schedule meetings, make calls, and send texts from any device.

RingCentral Integrations
RingCentral Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Twilio Twilio

Best Xero and RingCentral 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 + RingCentral in easier way

It's easy to connect Xero + RingCentral 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)

  • Missed Call

    Triggers when there is a new missed call.

  • New Call Recording

    Triggers when a call has been recorded.

  • New SMS

    Trigger when new message received.

  • New Voicemail

    trigger when new voice mail received.

    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.

  • Generate Ringout Call

    Starts a 2-legged RingOutCall based on specified from and to numbers.

  • Send SMS

    Sends a SMS message.

How Xero & RingCentral 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 RingCentral as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate RingCentral 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 RingCentral

Xero?

Xero is the cloud-based accounting software that accepts payments and invoicing. It is the simplest, most effective way of managing your business finances. With Xero, you can manage all your accounts, pay bills, accept credit card payments and keep track of your employees’ timesheets with one simple and secure system.

RingCentral?

RingCentral is the cloud-based communication platform that empowers businesses with unified communications, contact center and cplaboration sputions. RingCentral replaces traditional office phone systems with a flexible, reliable, and affordable suite of communications products that are delivered as a service over the Internet.

Integration of Xero and RingCentral

Integration of Xero and RingCentral helps in taking calls from a customer who wants to make a purchase of your product. You can take this call right from the RingCentral dashboard without picking up the phone. The customer can also fill out an enquiry form or send you an email. RingCentral integrates with Xero to take care of these messages for you. You will receive emails in your inbox about these messages, which will contain details about the message along with the comments made by the customer via an email or an enquiry form. All requests can be tracked easily in the RingCentral dashboard. You can also receive a call alert on your mobile phone, informing you of a new call from a caller. It helps to save a lot of time and money. This integration is done via Xero API. The API helps to integrate with many other applications, including Salesforce, QuickBooks, NetSuite and Sage. It also integrates with other platforms like Twitter, Facebook and LinkedIn.

Benefits of Integration of Xero and RingCentral

The integration of Xero and RingCentral provides benefits to both businesses invpved. Both the companies benefit from this integration in different ways. The business who uses Xero as its accounting software has freedom to use any telephone system they like. They do not have to invest in a new telephone system just because they have changed their accounting software. Also, the business does not have to worry about their accounting software being compatible with their telephone system. They can use any telephone system they like, irrespective of whether it is compatible with their accounting software or not. The two systems are integrated together through the API, so there is no need to worry about compatibility issues. The business can also use multiple telephone systems for different locations at a time, such as a RingCentral phone system for their headquarters location and another phone system for remote offices. This gives them freedom to choose their own telephones, instead of investing in a new phone system just because they change their accounting software provider. For example, if they were using Microsoft Dynamics GP before and they change to Xero, they can continue using Microsoft Dynamics GP as their telephone system for their remote offices, but use RingCentral for their headquarters office, giving them choice and flexibility in choosing their telephone system. Another benefit is that now the accounting records are linked directly to the customer information in RingCentral’s CRM spution. This helps to keep track of customers’ details easily and quickly.

The process to integrate Xero and RingCentral 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.