Xero is a cloud-based accounting suite that gives business owners a real time view of their business’ finances.
Cyclr users can extend and automate many contact and invoice based tasks with our Xero integrations; helping you keep your records up to date and where you need them most!
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Integrate the apps you run to share data and trigger actions.
Create branching workflows, blending many apps into a seamless process.
Trigger actions on dates, take the right action at the right time.
View reports and ensure your workflows run smoothly.
Whether it’s adding contact details from your CRM to your Xero accounting suite or updating email marketing lists, with Cyclr you can create automation workflows that let you send your data to where you need it most. Incorporating third party services such as FullContact in these workflows provide additional information about your customers, giving you a better understanding of their wants, drives and circumstances before your sales team make contact.
Invoices aren’t necessarily created from one location; often an invoice created in a CRM for a product is part of a separate sales process to an invoice for a subscription item generated in a billing platform. Either way, they all need to end up in your accounting package.
Cyclr allows users to use automation workflows that create invoices in your accounting package when a trigger is met, such as when a new invoice or mandate is created, or a payment is made.
Automatically update or add new contacts to your Insightly CRM from Xero.
Add new contacts to Xero directly from your website with this Xero and Gravity Forms integration. This workflow checks Xero to see if the contact is already listed, creating a new contact if they are not.
Automatically create a new Xero invoice when an order is placed on your Shopify eCommerce store!
Ensure your website's forms send data to where you need it with this automation workflow. When a Contact Form 7 form is submitted, the record is checked against Xero contacts, creating a new one if it's not already found.
Sync your website to your business systems with this cycle. This automation workflow enhances new Gravity Form entries with FullContact before sending it to Capsule CRM where it is added as new contact. It is then added to your Xero contacts.
Automatically create an invoice when a sale is made with this payment automation workflow. This integration creates a new Xero invoice when a GoCardless payment is made.
Ensure your Xero contacts are also in your Pipedrive CRM with our Xero Pipedrive Integration. This cycle check your Pipedrive contacts to see if your Xero contacts are present, adding them if they are absent and updating them if they are present.
Automatically add new Highrise contacts to your Xero accounting system, with this CRM automation workflow!
Full list of all Xero API methods that we provide.
| Feature | Description | Type |
|---|---|---|
| Create Contact | Allows you to create a new contact. | action |
| Retrieve Contacts | Allows you to retrieve contacts. | get |
| Update Contact | Allows you to update an existing contact. | action |
| Feature | Description | Type |
|---|---|---|
| Create Invoice | Allows you to create an invoice. | action |
| Retrieve Invoices | Allows you to retrieve all invoices. | get |
| Update Invoice | Allows you to update an invoice. | action |
