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Xero + SendGrid Integrations

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

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 SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

SendGrid Integrations

Best Xero and SendGrid 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 Google Sheets

    Xero + Google Sheets

    Add rows to Google Sheets for new Xero payments Read More...
    When this happens...
    Xero New Payment
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you want to be sure you don't miss any payments? With this Connect flow, you can create a payments database in Google Sheets that keeps track of all your Xero payments in one place that's easy to read and search.
    How This Integration Works
    • When your receive a new payment
    • Appy Pie Connect adds a new row to a specific Google Sheets.
    What You Need
    • Xero account
    • Google Sheets 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

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

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

It's easy to connect Xero + SendGrid 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.

  • Send Email

    Sends an Email.

How Xero & SendGrid 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 SendGrid as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate SendGrid 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 SendGrid

Xero?

Xero is an accounting software that provides cloud-based accounting services. It was founded in 2004 by Rod Drury, who also became the CEO of Xero in 2009. Xero is headquartered in New Zealand. The business model of Xero is based on subscription-based revenue. Its service is offered to small companies around the world, through which they can manage their financial records.

SendGrid is a company that offers email delivery services. It was initially launched in 2010 by Sameer Dhpakia, who also serves as the CEO of SendGrid. Its headquarters are in Boulder, Cporado. According to its official website, SendGrid has more than 200,000 customers worldwide. These customers include Airbnb, Box, Snapchat, Spotify, Target, Uber, and Yelp. SendGrid supports transactional emails, marketing emails, and newsletters.

SendGrid?

SendGrid began with the idea of creating a service provider for transactional emails. However, since its launch, it has expanded to other services like marketing emails and newsletters. An example of the company’s newsletter service is Email Analytics Service. This service provides real-time delivery analytics to its customers. Its other services include Email Marketing, Web Push Notifications, and Webhooks. The company provides users with tops like Customer Relationship Management (CRM), Workflows, and Marketing Automation to help them create powerful marketing campaigns.

Integration of Xero and SendGrid

Xero has partnered with SendGrid so that its customers could send emails for important events like invoice payment or customer support requests directly from the financial management application itself. This way, users do not have to log in to SendGrid separately to send these emails. However, only the login credentials need to be entered in Xero’s email template section to send email using SendGrid’s services. The users can then set up automated email templates to send out relevant emails automatically whenever relevant events occur.

Benefits of Integration of Xero and SendGrid

This integration provides many benefits for both Xero and SendGrid. For instance, it enables users to create more personalized email templates in Xero when compared to the previously available options in the app. This makes the communication between the user and the recipient more personal and meaningful. Customers can also easily track the performance of their email campaigns in Xero’s email reporting feature with the help of SendGrid’s analytics. This enables them to make sure that their campaigns are getting maximum attention from the recipients and are being read by them in time. They can also make changes in these campaigns if needed based on this information.

The process to integrate Xero and SendGrid 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.