Clientify + Xero Integration

Connect Clientify to Xero in 1 click

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1.
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.

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Ready Workflows Ready Workflows   for Clientify + Xero Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Xero + Clientify Integration

Create Clientify contact for new Xero contact

Creating a new Clientify contact for every new Xero contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Xero - Clientify integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Clientify and Xero systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Automations

Top 10 Most Popular Clientify Automations from
Integrately Community

Just click on the workflow you want to automate

Simvoly logo
Clientify logo
Create Clientify contact for new Simvoly contact
Activate
Stripe logo
Clientify logo
Create Clientify order for new Stripe charge
Activate
Stripe logo
Clientify logo
Create Clientify contact for new Stripe contact
Activate
Manychat logo
Clientify logo
Create Clientify order for new ManyChat external request
Activate
Mailchimp logo
Clientify logo
Create Clientify contact for new Mailchimp contact
Activate
Simvoly logo
Clientify logo
Create Clientify contact for new Simvoly contact
Activate
Stripe logo
Clientify logo
Create Clientify order for new Stripe charge
Activate
Stripe logo
Clientify logo
Create Clientify contact for new Stripe contact
Activate
Manychat logo
Clientify logo
Create Clientify order for new ManyChat external request
Activate
Mailchimp logo
Clientify logo
Create Clientify contact for new Mailchimp contact
Activate
UpViral logo
Clientify logo
Create Clientify contact for new UpViral contact
Activate
Instabot: Chatbot Platform logo
Clientify logo
Create Clientify contact for new Instabot: Chatbot Platform contact
Activate
Contact Form 7 logo
Clientify logo
Create Clientify order for new Contact Form 7 form submission
Activate
MailerLite logo
Clientify logo
Create Clientify contact for new MailerLite contact
Activate
Vtiger CRM logo
Clientify logo
Create Clientify contact for new Vtiger CRM contact
Activate
UpViral logo
Clientify logo
Create Clientify contact for new UpViral contact
Activate
Instabot: Chatbot Platform logo
Clientify logo
Create Clientify contact for new Instabot: Chatbot Platform contact
Activate
Contact Form 7 logo
Clientify logo
Create Clientify order for new Contact Form 7 form submission
Activate
MailerLite logo
Clientify logo
Create Clientify contact for new MailerLite contact
Activate
Vtiger CRM logo
Clientify logo
Create Clientify contact for new Vtiger CRM contact
Activate

Top 10 Most Popular Xero Automations from
Integrately Community

Most popularmost-popular-automations
01
ThriveCart logo
Xero logo
Create Xero sales invoice for new ThriveCart purchase
02
Amelia logo
Xero logo
Create Xero sales invoice for new Amelia booking
03
Xero logo
WhatsApp logo
Send WhatsApp message for new Xero payment
04
Xero logo
Clockify logo
Create Clockify project from new Xero account
05
Zoho Books logo
Xero logo
Create Xero sales invoice for new Zoho Books sales invoice
cloud
Xero
app integration
06
MySQL logo
Xero logo
Create Xero sales invoice from new row MySQL
07
Xero logo
Gmail logo
Send Gmail email for new Xero payment
08
Google Sheets logo
Xero logo
Create Xero sales invoice from new row Google Sheets
09
Invoice Ninja logo
Xero logo
Create Xero sales invoice for new Invoice Ninja invoice
10
Microsoft Excel logo
Xero logo
Create Xero sales invoice from new row Microsoft Excel
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Clientify or Xero With 1400+ Other Apps

Clientify
Clientify
Clientify helps salespeople create a more personal touch with their clients. Through Clientify, you can build the profile of your business and then automate communications through email, SMS, social media, etc.
Xero
Xero
Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.