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.
SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.Salesmate.io 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 + Salesmate.io 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 new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
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.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
Xero is a cloud based accounting software that is designed to help small businesses and freelancers to manage their finances. Xero is a New Zealand based Company and it is one of the most popular accounting software in the world. It allows the user to invoice, pay bills and make payments, manage cash flow and also manage bank accounts and credit cards. It also has a payrpl function that ensures that all employees are paid appropriately. In addition, it has a Year-end feature where the user will be able to file taxes from within the system. All of these features are available for free if you have less than 20 employees.
Salesmate.io is a point-of-sale product that helps retail business owners to manage their inventory and sales. The company was founded by a team of experienced entrepreneurs who have worked on many successful ventures in the past. It allows retailers to track their inventory, manage orders, create customer loyalty programs and also integrate with the point of sale systems such as Square, Shopify, Amazon and Xero. This makes it possible for them to accept payments from any device including mobile phones, laptops and tablets. In addition, the company provides 24/7 support which is available through phone chat or email.
When a retailer uses Salesmate.io, it helps him to keep track of his inventory and sales. He is able to create a report showing the total sales per day, week or month. This makes it easier for him to make decisions regarding inventory. Furthermore, he is able to see how much inventory he has left which gives him an indication of how much inventory he needs to order to meet demand. With this information, he is able to figure out when he should order new inventory so that he does not run out of stock during peak selling periods. To learn how to integrate Salesmate.io with Xero read the blog written by Salesmate.io here https://blog.salesmate.io/how-to-integrate-salesmate-io-with-xero/.
The benefits of integrating Xero and Salesmate.io are numerous especially for small business owners who use both products. First, they are able to track their sales without having to look at two different platforms which makes it easier to analyze sales data. Second, they are able to spend less time manually entering data because the integration automatically feeds sales information into Xero once they are made by customers on transaction receipts. This saves them time that would otherwise be spent entering data into Xero manually. Third, they are able to generate reports about sales by day, week or month easily by accessing the data in Xero. Finally, they are able to manage their inventory effectively because both the Inventory Management feature in Salesmate.io and Stock Tagging feature in Xero are integrated together which allows them to have accurate records about their inventory levels at any given time.
Integrating Xero and Salesmate.io provides many benefits for small business owners who use both products which makes it easy for them to manage their finances. First, they are able to keep track of their inventory effectively because both systems have an integrated Inventory Management feature that keeps track of their purchases and sales automatically. Second, they are able to track their sales easily by accessing data in one platform without having to look at two platforms at once which saves them time. Third, they are able to generate reports about sales easily by accessing the data in Xero without having to enter information manually into two platforms using different methods. Fourth, they are able to save money because there is no need for them to buy another accounting software for their business.
The process to integrate Xero and Salesmate.io 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.