Perspective + Xero Integration

Connect Perspective to Xero in 1 click

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1.
  • Perspective
    Lead is created in Perspective Instant
  • Perspective
    Visitor completed a funnel in Perspective Instant
  • 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
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2.

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Ready Workflows Ready Workflows   for Perspective + Xero Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Perspective + Xero Integration

Create Xero task for new Perspective contact

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

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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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Perspective Automations from
Integrately Community

Just click on the workflow you want to automate

Perspective logo
Google Calendar logo
Create Google Calendar event for new Perspective contact
Activate
Perspective logo
Chatwork logo
Send Chatwork message for new Perspective contact
Perspective logo
Trello logo
Create Trello card for new Perspective contact
Activate
Perspective logo
Cisco Webex (Teams) logo
Send Cisco Webex (Teams) message for new Perspective contact
Perspective logo
Twist logo
Send Twist message for new Perspective contact
Perspective logo
Google Calendar logo
Create Google Calendar event for new Perspective contact
Activate
Perspective logo
Chatwork logo
Send Chatwork message for new Perspective contact
Perspective logo
Trello logo
Create Trello card for new Perspective contact
Activate
Perspective logo
Cisco Webex (Teams) logo
Send Cisco Webex (Teams) message for new Perspective contact
Perspective logo
Twist logo
Send Twist message for new Perspective contact
Perspective logo
Zammad logo
Create Zammad ticket for new Perspective contact
Perspective logo
Groove logo
Create Groove ticket for new Perspective contact
Perspective logo
Trengo logo
Create Trengo ticket for new Perspective contact
Perspective logo
Shoplazza logo
Create Shoplazza customer for new Perspective contact
Perspective logo
Shoprocket logo
Create Shoprocket customer for new Perspective contact
Perspective logo
Zammad logo
Create Zammad ticket for new Perspective contact
Perspective logo
Groove logo
Create Groove ticket for new Perspective contact
Perspective logo
Trengo logo
Create Trengo ticket for new Perspective contact
Perspective logo
Shoplazza logo
Create Shoplazza customer for new Perspective contact
Perspective logo
Shoprocket logo
Create Shoprocket customer for new Perspective contact

Top 10 Most Popular Xero Automations from
Integrately Community

Most popularmost-popular-automations
01
ThriveCart logo
Xero logo
Create Xero sales invoice for new ThriveCart purchase
02
Amelia logo
Xero logo
Create Xero sales invoice for new Amelia booking
03
Xero logo
WhatsApp logo
Send WhatsApp message for new Xero payment
04
Xero logo
Clockify logo
Create Clockify project from new Xero account
05
Zoho Books logo
Xero logo
Create Xero sales invoice for new Zoho Books sales invoice
cloud
Xero
app integration
06
MySQL logo
Xero logo
Create Xero sales invoice from new row MySQL
07
Xero logo
Gmail logo
Send Gmail email for new Xero payment
08
Google Sheets logo
Xero logo
Create Xero sales invoice from new row Google Sheets
09
Invoice Ninja logo
Xero logo
Create Xero sales invoice for new Invoice Ninja invoice
10
Microsoft Excel logo
Xero logo
Create Xero sales invoice from new row Microsoft Excel
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Perspective or Xero With 1400+ Other Apps

Perspective
Perspective
Perspective is the perfect solution for creating high-converting mobile funnels. It helps build beautiful, conversion-optimized funnels in 60 minutes or less - without any design or coding skills to take your mobile marketing to the next level.
Xero
Xero
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.