Wishpond + Xero Integration

Connect Wishpond to Xero - Automate your workflows in 1-click

Set up Wishpond automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Set up Xero automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Get the best of both with Integrately’s Wishpond + Xero integration.
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Ready Workflows For Wishpond + Xero Integration

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Xero + Wishpond Integration

Create Wishpond contact for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Wishpond 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 Wishpond.

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

Create Xero task for new Wishpond contact

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

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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Wishpond + Xero Integration
1.
  • Wishpond
    Lead is created in Wishpond

    Triggers the automation when a new lead is created

  • Wishpond
    Lead is created in specific list in Wishpond

    Triggers the automation when a lead is created in a particular list

  • Wishpond
    Event is created on lead in Wishpond

    Triggers the automation when a new event is created in association with a lead

  • Wishpond
    List is created in Wishpond

    Triggers the automation when a new list is created

  • Xero
    Contact is created/updated in Xero

    Triggers the automation when a contact is created or updated

  • Xero
    Contact (supplier) in Xero

    Triggers the automation when a supplier contact is created or updated

  • Xero
    Sales Invoice is created/updated in Xero

    Triggers the automation when a sales invoice is created or updated

  • Xero
    Expense claim receipt is created/updated in Xero

    Triggers the automation when any expense claim receipt is created or updated

  • Xero
    Payment is created/updated in Xero

    Triggers the automation when a payment is created or updated

  • Xero
    Quote is created/updated in Xero

    Triggers the automation when a quote is created or updated

  • Xero
    Account is created/updated in Xero

    Triggers the automation when an account is created or updated

  • Xero
    Item is created/updated in Xero

    Triggers the automation when an item is created or updated

  • Xero
    Purchase Order is created/updated in Xero

    Triggers the automation when a purchase order is created or updated

  • Xero
    Bill is created/updated in Xero

    Triggers the automation when a new bill is created or updated

  • Xero
    Bank Transfer is created in Xero

    Triggers the automation when a bank transfer occurs

  • Xero
    Journal is created in Xero

    Triggers the automation when a new journal is added

  • Xero
    Bank Transaction is created/updated in Xero

    Triggers the automation when a bank transaction is created or updated

  • Xero
    User is created/updated in Xero

    Triggers the automation when a user is created or updated

2.
  • Wishpond
    Create lead in Wishpond

    Generates new leads for potential customers

  • Wishpond
    Add lead to list in Wishpond

    Retrieves member information from the database

  • Wishpond
    Search lead in Wishpond

    Retrieves information for a particular lead

  • Wishpond
    Remove lead from list in Wishpond

    Removes a lead from a list

  • Wishpond
    Create list in Wishpond

    Generates a new list

  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero

    Updates the items in an invoice

  • Xero
    Create item code in Xero

    Generates new unique item code

  • Xero
    Add attachment to purchase order in Xero

    Uploads and attach files to purchase orders

  • Xero
    Add attachment to contact in Xero

    Attach files or documents to contact profiles

  • Xero
    Create task in Xero

    Creates a new task

  • Xero
    Create project in Xero

    Creates a new project

  • Xero
    Add attachment to invoice in Xero

    Attach files to generated invoices for easy reference

  • Xero
    Create sales invoice in Xero

    Generates a new sales invoice with pre-filled details

  • Xero
    Create sales invoice for existing contact in Xero

    Generates a new sales invoice for an existing contact

  • Xero
    Search sales invoice in Xero

    Searches for a sales invoice

  • Xero
    Get sales invoice by id in Xero

    Retrieves a sales invoice using the unique invoice id

  • Xero
    Create contact in Xero

    Adds a new contact to the database

  • Xero
    Search contact by email address in Xero

    Finds and retrieves contact information using their email address

  • Xero
    Search contact by name in Xero

    Finds information about a contact using the name

  • Xero
    Update contact in Xero

    Updates contact information with new details

  • Xero
    Search contact by account number in Xero

    Retrieves contact information based on the provided account number

  • Xero
    Create payment in Xero

    Generates and process a payment transaction

  • Xero
    Create quote in Xero

    Generates a new quote with pre-filled information

  • Xero
    Create bill in Xero

    Generates a new bill for the customer

  • Xero
    Create purchase order in Xero

    Generates a purchase order for approved requests

  • Xero
    Add items to existing sales invoice in Xero

    Adds selected items to an existing sales invoice

  • Xero
    Send sales invoice by email in Xero

    Sends a sales invoice by email

  • Xero
    Search item in Xero

    Locates and retrieves particular item information

  • Xero
    Create bank transfer in Xero

    Initiates a bank transfer

  • Xero
    Create credit note in Xero

    Generates a credit note for returned items

  • Xero
    Create bank transaction in Xero

    Generates a bank transaction

  • Xero
    Search account in Xero

    Searches for account information

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