Nutshell + Xero Integration

Connect Nutshell to Xero in 1 click

Integrate Nutshell + Xero For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Nutshell + Xero Workflows

Create Xero task for new Nutshell person

In Nutshell, when you create a person, it automatically creates a task in Xero for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

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Create Custom Workflow

Person is created in Nutshell Instant
Activity is created in Nutshell Instant
Lead is created in Nutshell Instant
Lead is won in Nutshell Instant
Company is created in Nutshell Instant
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Journal is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Create person in Nutshell
Search person in Nutshell
Create lead in Nutshell
Update lead in Nutshell
Search lead in Nutshell
Create company in Nutshell
Search account in Nutshell
Get contact by ID in Nutshell
Get online invoice URL in Xero
Update invoice items in Xero
Create item code in Xero
Add attachment to purchase order in Xero
Add attachment to contact in Xero
Create task in Xero
Create project in Xero
Add attachment to invoice in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Nutshell & Xero In 1 Click
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You Can Also Connect Nutshell or Xero With 1200+ Other Apps

Nutshell is an affordable, easy-to-use CRM. Features include lead scoring and prioritization, along with activity streams and notifications to help you stay on top of your opportunities.

See Nutshell Integrations

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.

See Xero Integrations