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Xero + Vtiger Integrations

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

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 Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

Vtiger Integrations
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Best Xero and Vtiger 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 + Vtiger in easier way

It's easy to connect Xero + Vtiger 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 Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo 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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How Xero & Vtiger 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 Vtiger as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Vtiger 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 Vtiger

Xero?

Xero is a cloud based accounting software that provides accounting and financial management services to small businesses, including bookkeeping, accounting, and invoicing capabilities.

Vtiger?

Vtiger is an open source CRM software that helps small and medium sized enterprises (SMEs. to centralize customer relationship management (CRM), marketing, and project management into a single, easy-to-use platform. It is a web-based application which includes a set of features that can be extended with the help of plugins. Plugins are developed by third party developers.

Integration of Xero and Vtiger

Xero is integrated with Vtiger. By integrating with Vtiger, Xero becomes a part of Vtiger’s ecosystem. This integration allows users to access their business data from within the context of Vtiger. They can create new customers, contacts, and opportunities in both financial and non-financial modules of Xero from within the context of Vtiger. Users need to log into both Xero and Vtiger using the same credentials. There are various actions available in Vtiger which are triggered on events in Xero. For example, when a new contact is created in Vtiger, it creates a new account in Xero for that contact. Thus, users can create a new contact in Vtiger and then create an invoice for that contact in Xero. The integration also provides the fplowing benefits:

Integration of CRM data in Xero. Users can integrate their CRM data in Xero with the help of Xero’s OAuth 2.0 specification. With this integration, users can use Xero’s API to perform certain actions without first logging into Xero. Users can retrieve CRM data such as contacts, accounts, and opportunities from within the context of Xero. They can also update those records. This feature makes it easier to manage CRM data in Xero. For instance, if a user creates a new contact in Vtiger, it automatically creates an account in Xero for that contact. Thus, it reduces the effort required to create a new account in Xero in case the same contact already exists in Xero.

Users can integrate their CRM data in Xero with the help of Xero’s OAuth 2.0 specification. With this integration, users can use Xero’s API to perform certain actions without first logging into Xero. Users can retrieve CRM data such as contacts, accounts, and opportunities from within the context of Xero. They can also update those records. This feature makes it easier to manage CRM data in Xero. For instance, if a user creates a new contact in Vtiger, it automatically creates an account in Xero for that contact. Thus, it reduces the effort required to create a new account in Xero in case the same contact already exists in Xero. Data sharing between Xero and Vtiger. Users can share data between Xero and Vtiger by using any CRM integration top such as Zapier or IFTTT. For example, users can create an event in Vtiger that triggers a task in Xero so that they receive notifications about the tasks they need to complete in Xero. Similarly, they can create an event in Vtiger that triggers a task in Slack so that they receive notifications about the tasks they need to complete in Slack.

Users can share data between Xero and Vtiger by using any CRM integration top such as Zapier or IFTTT. For example, users can create an event in Vtiger that triggers a task in Xero so that they receive notifications about the tasks they need to complete in Xero. Similarly, they can create an event in Vtiger that triggers a task in Slack so that they receive notifications about the tasks they need to complete in Slack. User interface integration. Both Xero and Vtiger provide rich user interfaces (UIs. With this integration, users can switch between the UIs of both applications by using buttons located on each page of each application. For example, if users want to switch from the Vtiger UI to the Xero UI, they can click on a button called Switch to XERO on each screen of Vtiger. Similarly, if they want to switch from the Xero UI to the Vtiger UI, they can click on a button called Switch to VTIGER on each screen of Xero. This feature allows users to take full advantage of both applications at all times instead of switching between them every time they want to use either application separately.

Both Xero and Vtiger provide rich user interfaces (UIs. With this integration, users can switch between the UIs of both applications by using buttons located on each page of each application. For example, if users want to switch from the Vtiger UI to the Xero UI, they can click on a button called Switch to on each screen of Vtiger. Similarly, if they want to switch from the Xero UI to the Vtiger UI, they can click on a button called on each screen of Xero. This feature allows users to take full advantage of both applications at all times instead of switching between them every time they want to use either application separately. Permissions. Users can define permissions for both applications when they integrate them together with OAuth 2.0 specification. This ensures secured access contrp for both applications which helps protect sensitive data against unauthorized access by untrusted entities like third party applications or malicious employees etc.

Benefits of Integration of Xero and Vtiger

There are various benefits associated with the integration between these two software products:

The process to integrate Xero and Vtiger 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.