Plutio + Xero Integration

Connect Plutio to Xero in 1 click

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

Popular Plutio + Xero Workflows

Create Plutio task for new Xero contact

Xero and Plutio are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Xero, do you also create a task in Plutio? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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Create Plutio person for new Xero contact

Xero is a great CRM tool for managing customer data, but it can be time-consuming to create a new person record in Plutio every time you add a new contact.

But don't worry anymore. With this Plutio Salesforce integration, you can connect your contact and person records, so that when a new contact is created in Xero, you'll automatically receive a corresponding person record in Plutio.

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Create Xero sales invoice from new Plutio proposal

If you're using Plutio to create your proposal, you'll be happy to know that you can also create sales invoice straight from Xero.

This automation will automatically generate an sales invoice in Xero for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.

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Create Xero task for new Plutio proposal

With this Xero and Plutio integration, it is easier than ever to create proposal. Now, when you create a proposal in Plutio, a corresponding task will be created in Xero.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!

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Create Your Own Plutio & Xero Integration Without Any Code

Create Custom Workflow

Project is created in Plutio Instant
Project is updated in Plutio Instant
Task is created in Plutio Instant
Task is updated in Plutio Instant
Invoice is created in Plutio Instant
Invoice is updated in Plutio Instant
Person is created in Plutio Instant
Form is submitted in Plutio Instant
Catch all events in Plutio Instant
Template is created in Plutio Instant
Proposal is created in Plutio Instant
Form is created in Plutio Instant
Contract is created in Plutio Instant
Contract is updated in Plutio Instant
Company is created in Plutio Instant
Company is updated in Plutio Instant
Task board is created in Plutio Instant
Task group is created in Plutio 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 Task in Plutio
Update Task in Plutio
Move a Task in Plutio
Create Person in Plutio
Search person/people in Plutio
Update Person in Plutio
Delete Person in Plutio
Create Project in Plutio
Create Invoice in Plutio
Update Invoice in Plutio
Delete Invoice in Plutio
Create person conversation in Plutio
Create company in Plutio
Create proposal in Plutio
Create contract in Plutio
Search invoice in Plutio
Get person by Id in Plutio
Find task in Plutio
Update contract in Plutio
Delete block in Plutio
Update company in Plutio
Update proposal in Plutio
Create Task Board in Plutio
Create Note in Plutio
Create Task Group in Plutio
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

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Integrate Plutio & Xero In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Plutio or Xero With 1200+ Other Apps

Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!

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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.

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Plutio + Xero Integration

Connect Plutio to Xero in 1 click

Popular Plutio + Xero Workflows

Create Plutio task for new Xero contact

Create Plutio person for new Xero contact

Create Xero sales invoice from new Plutio proposal

Create Xero task for new Plutio proposal

Create Your Own Plutio & Xero Integration Without Any Code

Integrate Plutio & Xero In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Plutio or Xero With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Plutio + Xero Integration

Connect Plutio to Xero in 1 click

Popular Plutio + Xero Workflows

Create Plutio task for new Xero contact

Create Plutio person for new Xero contact

Create Xero sales invoice from new Plutio proposal

Create Xero task for new Plutio proposal

Create Your Own Plutio & Xero Integration Without Any Code

Integrate Plutio & Xero In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Plutio or Xero With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Plutio & Xero In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.