Clientjoy + Xero Integration

Connect Clientjoy to Xero in 1 click

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1.
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy Instant
  • 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 Clientjoy + Xero Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Xero + Clientjoy Integration

Create Clientjoy contact for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Clientjoy to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Xero, a corresponding contact will automatically be created in Clientjoy.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Clientjoy + Xero Integration

Create Xero task for new Clientjoy contact

Xero and Clientjoy are two powerful cloud-based tools that can be used to improve business productivity. Using this Xero - Clientjoy integration, you can automatically create task in Xero whenever a new contact is created in Clientjoy.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Automations

Top 10 Most Popular Clientjoy Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Clientjoy logo
Create Clientjoy contact for new Elementor Forms form submission
Activate
Thrive Leads logo
Clientjoy logo
Create Clientjoy contact for new Thrive Leads lead
Activate
SendFox logo
Clientjoy logo
Create Clientjoy contact for new SendFox contact
Activate
Webflow (Legacy) logo
Clientjoy logo
Create Clientjoy contact for new Webflow form submission
Simvoly logo
Clientjoy logo
Create Clientjoy contact for new Simvoly form submission
Elementor Forms logo
Clientjoy logo
Create Clientjoy contact for new Elementor Forms form submission
Activate
Thrive Leads logo
Clientjoy logo
Create Clientjoy contact for new Thrive Leads lead
Activate
SendFox logo
Clientjoy logo
Create Clientjoy contact for new SendFox contact
Activate
Webflow (Legacy) logo
Clientjoy logo
Create Clientjoy contact for new Webflow form submission
Simvoly logo
Clientjoy logo
Create Clientjoy contact for new Simvoly form submission
INBOX logo
Clientjoy logo
Create Clientjoy contact for new INBOX contact
MuxEmail logo
Clientjoy logo
Create Clientjoy contact for new MuxEmail contact
Sendlane logo
Clientjoy logo
Create Clientjoy contact for new Sendlane contact
Hippo Video logo
Clientjoy logo
Create Clientjoy contact for new Hippo Video lead
Sendlio logo
Clientjoy logo
Create Clientjoy contact for new Sendlio contact
INBOX logo
Clientjoy logo
Create Clientjoy contact for new INBOX contact
MuxEmail logo
Clientjoy logo
Create Clientjoy contact for new MuxEmail contact
Sendlane logo
Clientjoy logo
Create Clientjoy contact for new Sendlane contact
Hippo Video logo
Clientjoy logo
Create Clientjoy contact for new Hippo Video lead
Sendlio logo
Clientjoy logo
Create Clientjoy contact for new Sendlio contact

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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1
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2
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3
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

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

Clientjoy
Clientjoy
Clientjoy is a web based CRM software for agencies that helps you manage your client's lifecycle from being a lead, to providing proposals and contracts, taking payments online and delivering results.
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.