Connect ChartMogul to Xero and automate any workflow
![ChartMogul](https://zapier-images.imgix.net/storage/developer/7de8463194fc2997c5b073e3af57eb6c.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![ChartMogul](https://zapier-images.imgix.net/storage/developer/7de8463194fc2997c5b073e3af57eb6c.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
1. Choose a Trigger
An event that starts an automation
![Xero](https://zapier-images.imgix.net/storage/services/ef74f1fda109e37e63797cfdf182721b.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Xero](https://zapier-images.imgix.net/storage/services/ef74f1fda109e37e63797cfdf182721b.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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How Zapier works
Zapier makes it easy to integrate ChartMogul with Xero - no code necessary. See how you can get setup in minutes.
Select a trigger from ChartMogul
A trigger is an event that starts your Zap and runs the workflow."
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Xero
An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected ChartMogul to Xero
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect ChartMogul and Xero to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect ChartMogul and Xero to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Customer EmailRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer UUIDRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer UUIDRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer External IDRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer UUIDRequired
- TypeRequired
- Author Email
- TextRequired
- Call Duration
- Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- info
- Customer UUID 1 (From)Required
- Customer UUID 2 (Into)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GuideRequired
- Customer UUIDRequired
- Customer NameRequired
- Customer EmailRequired
- Company Name
- Country
- City
- Lead Created at
- Free Trial Started at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity UUIDRequired
- OwnerRequired
- PipelineRequired
- Pipeline StageRequired
- Estimated Close DateRequired
- Amount in centsRequired
- CurrencyRequired
- TypeRequired
- Forecast Category
- Win Likelihood
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- MetricRequired
- Start DateRequired
- End DateRequired
- Geo Filter
- Plan Filter
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Transaction_typeRequired
- ContactRequired
- Bank AccountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Customer NameRequired
- Account_number
- First Name
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- 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
- CurrencyRequired
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date:Required
- End Date
- Status
- CurrencyRequired
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Customer NameRequired
- Account_number
- First Name
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Customer External IDRequired
- TypeRequired
- KeyRequired
- ValueRequired
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer UUIDRequired
- Data Source UUIDRequired
- Position
- First Name
- Last Name
- Title
- Customer EmailRequired
- Phone
- LinkedIn
- Twitter
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer EmailRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Data Source UUIDRequired
- Customer NameRequired
- Customer External IDRequired
- Customer EmailRequired
- Company Name
- Country
- City
- Lead Created at
- Free Trial Started at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer UUIDRequired
- OwnerRequired
- PipelineRequired
- Pipeline StageRequired
- Estimated Close DateRequired
- Amount in centsRequired
- CurrencyRequired
- TypeRequired
- Forecast Category
- Win Likelihood
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact UUIDRequired
- First Name
- Last Name
- Title
- Position
- Customer EmailRequired
- Phone
- LinkedIn
- Twitter
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note UUIDRequired
- Author Email
- TextRequired
- TypeRequired
- Call Duration
- Created At
- Updated at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer UUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer UUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Status
- TypeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Status
- Date
- Due_date
- CurrencyRequired
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice_type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency_rate
- AmountRequired
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- CurrencyRequired
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- info
- OrganizationRequired
- Invoice IDRequired
- ContactRequired
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- CurrencyRequired
- Sent_to_contact
- Attachments
- Document ID or NumberRequired
- Amounts Are
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Automate Xero: get inspired on the Zapier blog
ChartMogul helps you measure, understand and grow your subscription business.
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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.
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