Textline + Xero Integration

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Xero + Textline Integration

Create Textline contact for new Xero contact

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

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

Send Textline message for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a message through Textline letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Xero - Textline integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Textline + Xero Integration
1.
  • Textline
    Customer post is received in Textline 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
2.
  • Textline
    Search contact by phone number in Textline
  • Textline
    Search agent in Textline
  • Textline
    Turn on availibility of agent in Textline
  • Textline
    Turn off availibility of agent in Textline
  • Textline
    Send message in Textline
  • Textline
    Import contact message in Textline
  • Textline
    Create contact in Textline
  • Textline
    Update contact in Textline
  • Textline
    Send survey in Textline
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero
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