Connect ClinicSoftware.com to Xero and automate any workflow

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ClinicSoftware.com with Xero - no code necessary. See how you can get setup in minutes.

Select a trigger from ClinicSoftware.com

A trigger is an event that starts your Zap and runs the workflow. For example, with ClinicSoftware.com, a trigger could be "New Client."

A trigger is the event that kicks off your automated workflow.

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.

That’s it! You just connected ClinicSoftware.com 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.

Connect ClinicSoftware.com 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.

Connect ClinicSoftware.com 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

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.

- Location ID
- Category ID
- Min Client ID
Trigger
Scheduled
Try It
- Name
  Required
- Surname
- Gender
- Phone
- Phone (home/work)
- Email
- Postcode
- Address
- Notes
- Courses barcode
- Location ID
- Category ID
- Newsletter Opt-in
- Notifications - Email Appointments Opt-in
- Notifications - Email Purchases Opt-in
- Notifications - Email Marketing Opt-in
- Notifications - Email Other Opt-in
- Notifications - SMS Appointments Opt-in
- Notifications - SMS Purchases Opt-in
- Notifications - SMS Marketing Opt-in
- Notifications - SMS Other Opt-in
- Skip email in use verification
Action
Write
- Email
  Required
- Is online account
Action
Search
- Organization
  Required
- Lead Status
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Lead Status
  Required
- Type
Trigger
Scheduled
Try It

- Organization
  Required
- Lead Status
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It

- Organization
  Required
- Lead Status
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Lead Status
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Lead Status
  Required
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Invoice_type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Lead Status
  Required
Action
Write
- Info
- Organization
  Required
- Invoice ID
  Required
- Contact
  Required
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Document ID or Number
  Required
- Amounts Are
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Search or write

- Location ID
- Lead Stage ID
- Marketing Source ID
- Owned by ID
- Lead Status
  Required
- Min Lead ID
Trigger
Scheduled
Try It
- Name
  Required
- Surname
- Email
- Phone
- Address
- Postcode
- DOB
- DOB Format
- Marketing Source ID
- Location ID
- Lead Stage ID
- Lead Description / Notes
- Lead Owner ID
Action
Write
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
- Lead Status
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Name
  Required
- 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
- Organization
  Required
- Type
- Contact
  Required
- Date
Action
Write
- Organization
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- 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
- Lead Status
  Required
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Lead Status
  Required
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
Action
Write
- HTTP Method
  Required
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Name
  Required
- 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

Automate Xero: get inspired on the Zapier blog

About ClinicSoftware.com

ClinicSoftware.com is a full suite of cloud-based tools created to help appointment-based businesses to Grow Sales & Save Time.

Help

Related categories

CRM (Customer Relationship Management)

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

Similar apps

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Accounting

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Accounting

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Accounting

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Get help

Developer resources

Connect ClinicSoftware.com to Xero and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from ClinicSoftware.com

Setup an action from Xero

That’s it! You just connected ClinicSoftware.com to Xero

Connect ClinicSoftware.com and Xero to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect ClinicSoftware.com and Xero to unlock the power of automation

Supported triggers and actions

Automate Xero: get inspired on the Zapier blog

4 ways to use the Zapier Xero integration

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}ClinicSoftware.com to Xero and automate any workflow

How Zapier works

Select a trigger from ClinicSoftware.com

Setup an action from Xero

That’s it! You just connected ClinicSoftware.com to Xero

Connect ClinicSoftware.com and Xero to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect ClinicSoftware.com and Xero to unlock the power of automation

Supported triggers and actions

Automate Xero: get inspired on the Zapier blog

4 ways to use the Zapier Xero integration

Join millions worldwide who automate their work using Zapier

Connect ClinicSoftware.com to Xero and automate any workflow