RD Station + Xero Integration

Connect RD Station to Xero in 1 click

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1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station 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 RD Station + Xero Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Xero + RD Station Integration

Create RD Station conversion event for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use RD Station 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 conversion event will automatically be created in RD Station.

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

Create Xero task for new RD Station conversion event

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

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!

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Automations

Top 10 Most Popular RD Station Automations from
Integrately Community

Just click on the workflow you want to automate

RD Station logo
Salesforce logo
Create Salesforce record for new RD Station conversion event
Activate
RD Station logo
PerfexCRM logo
Create PerfexCRM contact for new RD Station conversion event
Activate
RD Station logo
Salesforce logo
Create Salesforce opportunity for new RD Station conversion event
Activate
RD Station logo
Pipefy logo
Create Pipefy card for new RD Station conversion event
Activate
RD Station logo
Online Live Support logo
Send Online Live Support message for new RD Station conversion event
Activate
RD Station logo
Salesforce logo
Create Salesforce record for new RD Station conversion event
Activate
RD Station logo
PerfexCRM logo
Create PerfexCRM contact for new RD Station conversion event
Activate
RD Station logo
Salesforce logo
Create Salesforce opportunity for new RD Station conversion event
Activate
RD Station logo
Pipefy logo
Create Pipefy card for new RD Station conversion event
Activate
RD Station logo
Online Live Support logo
Send Online Live Support message for new RD Station conversion event
Activate
RD Station logo
Bitrix24 logo
Create Bitrix24 deal for new RD Station conversion event
Activate
RD Station logo
Chatwork logo
Send Chatwork message for new RD Station conversion event
Activate
RD Station logo
Sharepoint logo
Create Sharepoint file from new RD Station lead
Activate
RD Station logo
Apollo logo
Create Apollo opportunity for new RD Station conversion event
Activate
Amelia logo
RD Station logo
Create RD Station conversion event for new Amelia booking
Activate
RD Station logo
Bitrix24 logo
Create Bitrix24 deal for new RD Station conversion event
Activate
RD Station logo
Chatwork logo
Send Chatwork message for new RD Station conversion event
Activate
RD Station logo
Sharepoint logo
Create Sharepoint file from new RD Station lead
Activate
RD Station logo
Apollo logo
Create Apollo opportunity for new RD Station conversion event
Activate
Amelia logo
RD Station logo
Create RD Station conversion event for new Amelia booking
Activate

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 RD Station or Xero With 1400+ Other Apps

RD Station
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Powered by AI, RD Station is the most advanced digital marketing platform in the market. Get ahead of your competition and establish a strong presence by combining all your digital marketing efforts into one platform.
Xero
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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.