LeadConnector + Xero

Add/update opportunities in LeadConnector for new sales invoices in Xero

Easily manage your sales opportunities with this efficient workflow. When a new sales invoice is created in Xero, an opportunity is instantly added or updated in LeadConnector. This not only streamlines your bookkeeping process, but also ensures you always have up-to-date information in your sales pipeline. Say goodbye to manual data input and hello to seamless integration between your business software.

When this happens...
New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
TriggerScheduled
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Quote Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It

- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- InvoiceRequired
Action
Write

- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
- Contact Number
- Company Number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Contact Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact Tax Number
- Bank Account Number
- Contact Number
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
Action
Write
- OrganizationRequired
- ContactRequired
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
- Contact Number
- Company Number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
- Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Purchase Order Status
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice IDRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- Info
- OrganizationRequired
- Invoice IdRequired
- Contact
- Status
- Date
- Due Date
- Expected Payment Date
- Reference
- Branding Theme
- Url
- Currency
- Sent To Contact
- Attachments
- Invoice Number
- Line Amount Types
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Search or write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write
- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

Related categories

Accounting

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Accounting

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PRODUCTS

CAPABILITIES

By team

LeadConnector + Xero

Add/update opportunities in LeadConnector for new sales invoices in Xero

New Bank Transaction

New Contact

OrganizationRequired

New Payment

OrganizationRequired

Payment Type

New Quote

OrganizationRequired

Quote Status

New Reconciled Payment

OrganizationRequired

Payment Type

New or Updated Contact

OrganizationRequired

Add Items to Existing Sales Invoice

OrganizationRequired

InvoiceRequired

Create Bank Transaction

OrganizationRequired

Transaction TypeRequired

ContactRequired

Bank AccountRequired

Date

Create/Update Contact

OrganizationRequired

Contact NameRequired

Account Number

Primary Person - First Name

Primary Person - Last Name

Primary Person - Email

Secondary Person - First Name

Secondary Person - Last Name

Secondary Person - Email

Include secondary person in emails sent to contact?

Phone - Country Code

Phone - Area Code

Phone Number

Fax - Country Code

Fax - Area Code

Fax - Number

Mobile - Country Code

Mobile - Area Code

Mobile - Number

Direct Dial - Country Code

Direct Dial - Area Code

Direct Dial - Number

Address Type Of

Address - Attention

Address - Line 1

Address - Line 2

Address - City/Town

Address - State/Region

Address - Postal/Zip Code

Address - Country

Tax Number

Bank Account Number

Groups

Contact Number

Company Number

Payment Terms - Invoice Due (days)

Payment Terms - Type for Sales Invoices

Payment Terms - Bill Due (days)

Payment Terms - Type for Purchase Invoices

Create Credit Note

OrganizationRequired

TypeRequired

ContactRequired

Date

Create Inventory Item

OrganizationRequired

Mark Item as a Sales Item?

Mark Item as a Purchase Item?

Item Name

Item CodeRequired

Create Sales Invoice