Prefinery + Xero Integration

Connect Prefinery to Xero in 1 click

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1.
  • Prefinery
    User is created in Prefinery Instant
  • Prefinery
    User applied for campaign in Prefinery Instant
  • Prefinery
    User is invited in Prefinery Instant
  • Prefinery
    User actively participates in Prefinery Instant
  • Prefinery
    User is rejected in Prefinery Instant
  • Prefinery
    User has resubscribed in Prefinery Instant
  • Prefinery
    User is suspended in Prefinery Instant
  • Prefinery
    User is unconfirmed in Prefinery Instant
  • Prefinery
    User is updated in Prefinery Instant
  • Prefinery
    User is imported in Prefinery Instant
  • Prefinery
    User is deleted in Prefinery Instant
  • Prefinery
    Referral created in Prefinery Instant
  • Prefinery
    Reward earned in Prefinery Instant
  • Prefinery
    Reward delivered in Prefinery Instant
  • Prefinery
    Reward revoked in Prefinery Instant
  • Prefinery
    User has unsubscribed in Prefinery 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 Prefinery + Xero Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Xero + Prefinery Integration

Create Prefinery user for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Prefinery 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 user will automatically be created in Prefinery.

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

Create Xero task for new Prefinery user

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

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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Automations

Top 10 Most Popular Prefinery Automations from
Integrately Community

Just click on the workflow you want to automate

Jumpseller logo
Prefinery logo
Create Prefinery user for new Jumpseller contact
Activate
Zoho Creator logo
Prefinery logo
Create Prefinery user for new Zoho Creator record
Activate
CompanyHub logo
Prefinery logo
Create Prefinery user for new CompanyHub record
Salesforce logo
Prefinery logo
Create Prefinery user for new Salesforce record
Notion logo
Prefinery logo
Create Prefinery user for new Notion database item
Jumpseller logo
Prefinery logo
Create Prefinery user for new Jumpseller contact
Activate
Zoho Creator logo
Prefinery logo
Create Prefinery user for new Zoho Creator record
Activate
CompanyHub logo
Prefinery logo
Create Prefinery user for new CompanyHub record
Salesforce logo
Prefinery logo
Create Prefinery user for new Salesforce record
Notion logo
Prefinery logo
Create Prefinery user for new Notion database item
Prefinery logo
Google Chat logo
Send Google Chat message for new Prefinery user
Prefinery logo
Zoho Sheet logo
Create Zoho Sheet row for new Prefinery user
Quickblog logo
Prefinery logo
Create Prefinery user for new Quickblog user
Prefinery logo
Zendesk Sell logo
Create Zendesk Sell deal for new Prefinery user
Prefinery logo
Zammad logo
Create Zammad ticket for new Prefinery user
Prefinery logo
Google Chat logo
Send Google Chat message for new Prefinery user
Prefinery logo
Zoho Sheet logo
Create Zoho Sheet row for new Prefinery user
Quickblog logo
Prefinery logo
Create Prefinery user for new Quickblog user
Prefinery logo
Zendesk Sell logo
Create Zendesk Sell deal for new Prefinery user
Prefinery logo
Zammad logo
Create Zammad ticket for new Prefinery user

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
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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😐
750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

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

Prefinery
Prefinery
Prefinery is a ready-to-go automated referral platform that will help you get more users, on autopilot. Generate referrals and promote your app with multiple options of sharing the unique referral link.
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.