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Zapier

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Reviews by verified Xero users.
3.2 out of 5 stars
21 Reviews

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JA
James Angus
Posted 2 Jul 2019
3 out of 5 stars
The zap functionality is useful, but i cannot believe it will not automatically email invoices once created, from Xero. This should be basic and logical I also find it surprising that we cannot adopt the due date rules in xero, for invices created thru zap
JZ
Jonathan Zoch
Posted 8 Jan 2019
3 out of 5 stars
I'd love to see WorkflowMax play better with others. Any chance WorkflowMax will be available within Zapier in the near future?
BM
Bruce Mason
Posted 2 Jan 2019
3 out of 5 stars
Average implementation. Nice but very limited. What you would expect from something builtr 5+ years ago. I can trigger the creation of a basic invoice or bill (ie single line). This is reliable and works effectively. Zapiers triggers are excellent (sinmple to use, highly effective)! If I want to edit a Xero bill or invoice, or create an invoice or bill with greater complexity (ie more than one line), then I have to use my own php routines. It would be a useful start for Zapier to enhance the invoice and bill creation to be 'create/ edit'. Thanks
GP
Greg Parker
Posted 21 Oct 2018
I'm using the integration between Acuity and Xero to generate invoices which works well, but the #1 thing we need is REPEATING INVOICES!!!! This is the main functionality missing for any subscription - the first invoice is created but subsequent ones need to be created manually or via a repeating invoice, which can only be created from the front end, and further we need to manually cancel the repeating invoice if the subscription is cancelled. PLEASE ADD REPEATING INVOICE CREATION/DELETION TO THE API!! Thanks, Greg
WG
Wilson Glass
Posted 17 Sep 2018
1 out of 5 stars
The Zapier and Xero integration is pretty bad. The lack of triggers and actions for quotes is about to make me return to QBO. (I don't like QBO, switched 3 years ago) The problem is, even if quotes were included I'm not sure it would be usable. Line items are handled so terribly that it is useless. The other issue is that contacts must match exactly to look them up, by name only. There is so much variation in how names might get entered that this is a worthless feature right now. There should be an option to find customers by email. This is generally more accurate and helps when there are multiple contacts under one customer. Creating a new contact each time is not acceptable for us.
BK
Bruce Kimmel
Posted 19 Jul 2018
2 out of 5 stars
The integration is ok but there is still no way to trigger off the creation of a new quote. Furthermore, Xero allows you to enter in just the name of a person for contact information which can cause incomplete contact information to be entered. If a trigger on a new contact is used and a person makes a quote with just the name and no other information it causes contacts in a linked CRM for example to be incomplete. Then one has to rely on triggering off contact updates as well or worse manually updating CRM contacts that become out of sync. The API functionality for quotes in Xero is non-existent and thus Zapier has no trigger events for quotes. If I'm going to pay for this integration I need more triggers.
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