Beamer + Xero Integration

Connect Beamer to Xero - Automate your workflows in 1-click

Make use of Beamer automations to streamline content creation, manage leads, and gain valuable insights into performing and non-performing content. Set up Xero automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between Beamer & Xero using Integrately.
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Ready Workflows For Beamer + Xero Integration

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Beamer + Xero Integration

Create Xero task for new Beamer nps response

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new Beamer nps responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Xero task for new Beamer nps response received today - your customers will thank you for it!
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Beamer + Xero Integration

Create Xero task for new Beamer post

Xero and Beamer are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a post in Beamer, this integration will automatically create a task in Xero so you can keep track of what you need to do.

This can help ensure that your post are properly prioritized and that you don't forget any important steps.
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Beamer + Xero Integration

Create Xero sales invoice for new Beamer post

If you are a business owner, you know the importance of invoicing. In order to get paid for the work that you do, you need to send an sales invoice to your client. And if you are using Xero, it is a good idea to create an sales invoice for every post created in Beamer. Here's why:

Creating an sales invoice for each post helps keep your finances organized and makes it easy to track payments. It also ensures that you have a record of all the work that you have done for your clients.

So if you are using Beamer and Xero, be sure to use this handy little integration.
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Beamer + Xero Integration
1.
  • Beamer
    Post is created in Beamer

    Triggers the automation whenever a new post is created

    Instant
  • Beamer
    NPS response is received in Beamer

    Triggers the automation whenever a new NPS (Net Promoter Score) response is received

    Instant
  • Beamer
    Comment is created in Beamer

    Triggers the automation whenever a new comment is added

    Instant
  • Beamer
    Reaction is received in Beamer

    Triggers the automation whenever a new reaction is received

    Instant
  • Xero
    Contact is created/updated in Xero

    Triggers the automation whenever a supplier contact is created or updated

  • Xero
    Contact (supplier) in Xero

    Automatically generates a bank transaction

  • Xero
    Sales Invoice is created/updated in Xero

    Triggers the automation whenever a sales invoice is created or updated

  • Xero
    Expense claim receipt is created/updated in Xero

    Triggers the automation whenever any expense claim receipt is created or updated

  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero

    Triggers the automation whenever a quote is created or updated

  • Xero
    Account is created/updated in Xero

    Automatically attach files or documents to contact profiles

  • Xero
    Item is created/updated in Xero

    Triggers the automation whenever a new journal is added

  • Xero
    Purchase Order is created/updated in Xero

    Triggers the automation whenever a purchase order is created or updated

  • Xero
    Bill is created/updated in Xero

    Triggers the automation whenever a contact is created or updated

  • Xero
    Bank Transfer is created in Xero

    Triggers the automation whenever a bank transfer occurs

  • Xero
    Journal is created in Xero

    Triggers the automation whenever a payment is created or updated

  • Xero
    Bank Transaction is created/updated in Xero

    Triggers the automation whenever a bank transaction is created or updated

  • Xero
    User is created/updated in Xero

    Triggers the automation whenever a user is created or updated

2.
  • Beamer
    Create post in Beamer

    Automatically creates and publish a new post

  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero

    Automatically updates the items in an invoice

  • Xero
    Create item code in Xero

    Automatically generates new unique item code

  • Xero
    Add attachment to purchase order in Xero

    Automatically uploads and attach files to purchase orders

  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero

    Automatically creates a new task

  • Xero
    Create project in Xero

    Automatically generates a purchase order for approved requests

  • Xero
    Add attachment to invoice in Xero

    Automatically attach files to generated invoices for easy reference

  • Xero
    Create sales invoice in Xero

    Automatically generates a new sales invoice with pre-filled details

  • Xero
    Create sales invoice for existing contact in Xero

    Automatically generates a new sales invoice for an existing contact

  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero

    Automatically retrieves a sales invoice using the unique invoice ID

  • Xero
    Create contact in Xero

    Automatically adds a new contact to the database

  • Xero
    Search contact by email address in Xero

    Automatically find information about a contact using the name

  • Xero
    Search contact by name in Xero

    Automatically locate and retrieve particular item information

  • Xero
    Update contact in Xero

    Automatically updates contact information with new details

  • Xero
    Search contact by account number in Xero

    Automatically retrieves contact information based on the provided account number

  • Xero
    Create payment in Xero

    Automatically creates a new project

  • Xero
    Create quote in Xero

    Automatically generates a new quote with pre-filled information

  • Xero
    Create bill in Xero

    Automatically generates a new bill for the customer

  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero

    Automatically adds selected items to an existing sales invoice

  • Xero
    Send sales invoice by email in Xero

    Automatically sends a sales invoice by email

  • Xero
    Search item in Xero

    Automatically searches for a sales invoice

  • Xero
    Create bank transfer in Xero

    Automatically initiate a bank transfer

  • Xero
    Create credit note in Xero

    Automatically generates a credit note for returned items

  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

    Automatically searches for account information

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