Funnel Premium + Xero Integration

Connect Funnel Premium to Xero - Automate your workflows in 1-click

Set up Funnel Premium automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Set up Xero automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Get the best of both with Integrately’s Funnel Premium + Xero integration.
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Ready Workflows For Funnel Premium + Xero Integration

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Xero + Funnel Premium Integration

Create Funnel Premium contact for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Funnel Premium 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 Funnel Premium.

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

Create Xero task for new Funnel Premium form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new Funnel Premium form submissions 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 Funnel Premium form submission received today - your customers will thank you for it!
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Funnel Premium + Xero Integration

Create Xero sales invoice for new Funnel Premium order

As soon as you receive a new Funnel Premium order, you need to generate a corresponding sales invoice so that you can get paid. With this Funnel Premium - Xero integration, a new sales invoice will be created in your Xero software automatically. This way, you can get paid faster and avoid having to manually create sales invoices for each new Funnel Premium order.

Plus, it saves you time by eliminating the need to manually create sales invoices. Set up the integration such that the sales invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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Funnel Premium + Xero Integration

Create Xero sales invoice for new Funnel Premium event

If you're a professional who works on one-to-one basis and uses Funnel Premium to manage your events, you may want to create an sales invoice in Xero when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding sales invoice in Xero.

This can save you time when creating sales invoice and tracking payments for your events.
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Funnel Premium + Xero Integration

Create Xero task for new Funnel Premium contact

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

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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Funnel Premium + Xero Integration

Create Xero task for new Funnel Premium event

Creating task in Xero is a great way to keep track of task that need to be completed when an event is created in your Funnel Premium account.

With the help of this integration, when an event is created, a task will be automatically created in Xero and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Create Your Own Funnel Premium & Xero Integration Without Any Code

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2. Select what action you want to automate
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Funnel Premium + Xero Integration
1.
  • Funnel Premium
    Form response is created in Funnel Premium

    Triggers the automation whenever a form is filled

    Instant
  • Funnel Premium
    Contact is created or updated in Funnel Premium

    Triggers the automation whenever a contact is created or updated

    Instant
  • Funnel Premium
    Order is created in Funnel Premium

    Triggers the automation whenever a new order is created

    Instant
  • Funnel Premium
    Order is updated in Funnel Premium

    Triggers the automation whenever any order is updated

    Instant
  • Funnel Premium
    Product is created in Funnel Premium

    Triggers the automation whenever a new product is created

    Instant
  • Funnel Premium
    Product is updated in Funnel Premium

    Triggers the automation whenever a product is updated

    Instant
  • Funnel Premium
    Booking is created in Funnel Premium

    Triggers the automation whenever a new booking is created

    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.
  • Funnel Premium
    Create member in Funnel Premium

    Automatically adds a new member to the system

  • Funnel Premium
    Delete member in Funnel Premium

    Automatically removes a member from the system

  • Funnel Premium
    Update member in Funnel Premium

    Automatically updates a member's information

  • Funnel Premium
    Search contact in Funnel Premium

    Automatically finds and retrieves contact information

  • Funnel Premium
    Delete contact in Funnel Premium

    Automatically removes a contact from the address book

  • Funnel Premium
    Update contact in Funnel Premium

    Automatically updates contact information with new details

  • Funnel Premium
    Create contact in Funnel Premium

    Automatically adds a new contact to the database

  • Funnel Premium
    Create product in Funnel Premium

    Automatically generates and launch new products

  • Funnel Premium
    Update product in Funnel Premium

    Automatically updates product information

  • Funnel Premium
    Search product in Funnel Premium

    Automatically searches for a product

  • Funnel Premium
    Create member group in Funnel Premium

    Automatically creates a new group of members

  • Funnel Premium
    Update member group in Funnel Premium

    Automatically updates the particular member group

  • Funnel Premium
    Delete member group in Funnel Premium

    Automatically deletes a member group

  • 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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Integrate Funnel Premium & Xero In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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