Instantly + Xero Integration

Automatically adds a tag to a campaign

Automatically creates a new tag

Automatically deletes a tag

Automatically adds a tag to an account

Automatically adds a lead to a campaign

Automatically removes a lead from a campaign

Attach files to generated invoices for easy reference

Creates a new project

Creates a new task

Attach files or documents to contact profiles

Uploads and attach files to purchase orders

Generates new unique item code

Updates the items in an invoice

Generates a new sales invoice with pre-filled details

Generates a new sales invoice for an existing contact

Searches for a sales invoice

Retrieves a sales invoice using the unique invoice id

Adds a new contact to the database

Finds and retrieves contact information using their email address

Finds information about a contact using the name

Updates contact information with new details

Retrieves contact information based on the provided account number

Generates and process a payment transaction

Generates a new quote with pre-filled information

Generates a new bill for the customer

Generates a purchase order for approved requests

Adds selected items to an existing sales invoice

Sends a sales invoice by email

Locates and retrieves particular item information

Initiates a bank transfer

Generates a credit note for returned items

Generates a bank transaction

Searches for account information