Xero + ManyChat Integration

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Xero + ManyChat Integration

Create ManyChat contact for new Xero contact

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

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

Send ManyChat message for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a message through ManyChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Xero - ManyChat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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ManyChat + Xero Integration

Create Xero task for new ManyChat external request

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new ManyChat external requests 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 ManyChat external request received today - your customers will thank you for it!
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Xero + ManyChat Integration
1.
  • 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
  • ManyChat
    External request is created in ManyChat Instant
2.
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero
  • ManyChat
    Create subscriber in ManyChat
  • ManyChat
    Add tag to user in ManyChat
  • ManyChat
    Search user by name in ManyChat
  • ManyChat
    Update subscriber in ManyChat
  • ManyChat
    Remove tag from user in ManyChat
  • ManyChat
    Send text message to user in ManyChat
  • ManyChat
    Send content to user in ManyChat
  • ManyChat
    Set custom fields in ManyChat
  • ManyChat
    Search subscriber by email or phone in ManyChat
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