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How Zapier works

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

Select a trigger from Qwilr

A trigger is an event that starts your Zap and runs the workflow. For example, with Qwilr, a trigger could be "Project Accepted."
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 Qwilr to Xero

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Qwilr to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Qwilr + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Qwilr and Xero

How do I integrate Qwilr with Xero?

First, you'll need to create accounts on both Qwilr and Xero if you haven't already. Then, navigate to the integrations section in Qwilr, find Xero, and follow the prompts to authorize the connection. This usually involves logging into your Xero account and providing the necessary permissions.

What triggers are available when integrating Qwilr with Xero?

When integrating with Xero, our system can trigger actions based on events such as when a new proposal is accepted in Qwilr or when an invoice is created. These triggers help automate subsequent tasks within your workflow.

What actions can be automated using Qwilr and Xero integration?

Once integrated, you can automatically generate invoices in Xero when a proposal is accepted on Qwilr. Other automated actions include creating a draft bill or updating contacts in your accounting records from proposals.

Is it possible to sync customer data between Qwilr and Xero?

Yes, integrating the two platforms allows for automatic syncing of customer information. When a new proposal is accepted in Qwilr, customer data can be updated or added as contacts in Xero.

Can I customize how invoices are generated through this integration?

You have the flexibility to customize invoice templates within Xero that are used when an invoice is automatically generated through our integration with Qwilr. Ensure your template settings in Xero reflect what you'd like included from proposals.

How do I troubleshoot if my invoices aren't appearing correctly from the integration?

Start by checking that all configured actions are correctly set up and authorized on both ends of our integration setup page. Re-authorizing permissions might resolve any sync issues. Also ensure your invoice templates in Xero match up with what's being pulled from proposals.

Do changes made manually in one platform get updated automatically through the integration?

Currently, manual changes made directly in either platform do not trigger updates across both systems automatically. It’s important to ensure consistency by re-syncing data if making significant manual adjustments outside automated processes.

Connect Qwilr 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • Qwilr triggers, actions, and search
    Project Accepted

    Triggers when a project is accepted.

    Trigger
    Instant
    Try It
  • Qwilr triggers, actions, and search
    Project First Viewed

    Triggers when a project is first viewed.

    Trigger
    Instant
    Try It
  • Qwilr triggers, actions, and search
    Create Project

    Creates a new project.

    Action
    Write
    • Organization
      Required
    • Status
    Trigger
    Scheduled
    Try It
  • Qwilr triggers, actions, and search
    New Project

    Triggers when a project is first created.

    Trigger
    Instant
    Try It
  • Qwilr triggers, actions, and search
    Project Published

    Triggers when a project is published.

    Trigger
    Instant
    Try It
    • Organization
      Required
    Trigger
    Scheduled
    Try It
    • Organization
      Required
    Trigger
    Scheduled
    Try It

Learn how to automate Qwilr on the Zapier blog

Learn how to automate Xero on the Zapier blog

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About Qwilr
Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.
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