Xero + ServeManager Integration

Connect Xero to ServeManager in 1 click

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Popular Xero + ServeManager Workflows

Create ServeManager company for new Xero account

Xero + ServeManager Integration

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Create ServeManager company from new Xero sales invoice

If you're a small business owner who uses Xero to manage your finances, you may be wondering if there's a way to automatically create a company profile in ServeManager whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with ServeManager and Xero!

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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
New job is created in ServeManager
New attempt is created in ServeManager
New affidavit is created in ServeManager
New company is created in ServeManager
Invoice issued in ServeManager

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
Get online invoice URL 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
Create job in ServeManager
Create court case in ServeManager
Search court case in ServeManager
Search job in ServeManager
Create company in ServeManager
Search company in ServeManager
Create note in ServeManager

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You Can Also Integrate Xero & ServeManager With 1100+ Other Apps

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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ServeManager streamlines the process of serving legal documents and tracking their delivery. It provides a fully-integrated suite of tools for managing all aspects of the service of process. It's simple, easy to use and makes your job easier.

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