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.
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
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 + SendGrid 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)
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.
Sends an Email.
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 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.
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.
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.