Optiin + Xero Integration

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

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

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

As soon as you receive a new Optiin order, you need to generate a corresponding sales invoice so that you can get paid. With this Optiin - 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 Optiin 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!

If you're a professional who works on one-to-one basis and uses Optiin 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.

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

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!

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 Optiin 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!