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Infusionsoft Connect powered by Workato

Automate beyond accounts with customizable bidirectional syncs; save time & get better insights from leadsource to transactions to customer follow-up.
Overview

Automate beyond accounts with customizable bidirectional syncs; save time & get better insights from lead source to transactions to customer follow-up. Out-of-the-box integrations to connect Infusionsoft with Xero. Simply select the data you want to sync and start! Seamless bi-directional syncs means your Infusionsoft info is always consistent with Xero. Now, you can update Infusionsoft based on activities in Xero! Handling records with multiple line items or complex CSV files with repeating structures is easy to do. No coding required.

Explore all features of Infusionsoft Connect powered by Workato

Infusionsoft Connect powered by Workato + Xero

Xero Connect gives you:
Prepackaged integration recipes for keeping Infusionsoft data in sync with Xero
12 curated recipes that have been built by Infusionsoft with advice from the ICPs
Depending on your requirements, you can start the recipes you need.

The app contains four groups of recipes, each with multiple recipes to build your workflow. They are for:
1. Contact sync
2. Product sync
3. Invoice sync (Note that the recipes take care of subscriptions and handle taxes)
4. Payment sync

Reviews & ratings

4.6
6 Reviews
5 star
(80%)
4 star
(0%)
3 star
(20%)
2 star
(0%)
1 star
(0%)
MB
Mark Baner
Posted
This was one of the alternatives we'd considered for one of our clients. The use case was - You're managing customers and prospects in Infusionsoft, but prefer to keep your books in Xero. And each time a new invoice is created in Infusionsoft, you want an invoice created in Xero. A very simple thing to do. Although this integration did the job, it wasn't easy to figure how to do it. And it was a bit expensive for us. So we'd also considered Automate.io (https://automate.io/integration/infusionsoft/xero). It fit our needs. However, it's up to your choice. This integration is great too.
RH
Regan Hillyer
Posted
Apps not working and calendly link is not working as well
NH
Nicholas Hoyle
Posted
The support from these guys has been great, Amlan is a great dude who helped me to get the whole thing running. Its a very complex program and I'm thankful for having someone there to assist. Great news it that its all working correctly! Cheers guys :)
Additional info

App details

Added in 2016

Countries

Australia, Global, New Zealand, United Kingdom, United States

Languages

English

Support

Setup walkthroughsupport@workato.com

Contact

+1 (844) GO - WORKATO

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