Xero Accounting

Integration
Developer

Zapier

Last Updated

Mar 2017

Learn More

Move your beautiful accounting software to the next level!  ProcessPlan and Xero allow your company to run like a well oiled machine automatically. Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Automate your Accounting Process With ProcessPlan

How about starting a standardized process when a new sales invoice is created?  We can do that and more!

  • Trigger a response to a process task when a new payment is entered.
  • Start a process when a new contact is added to Xero.
  • Create sales invoices from ProcessPlan.
  • Update contacts automatically based on a ProcessPlan trigger.
  • and more!

 

To Use This Integration

  1. Sign up for a ProcessPlan and a be a Xero customer.
  2. Implement a Zapier account in ProcessPlan.
  3. Implement a ZAP in Zapier.