Connect and Integrate
Xero with Rocketlane

Connect Xero to Rocketlane and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
Xero and Rocketlane

interface icon

Select a trigger in Xero

Choose an event in Xero like “New Invoice Created,” to set off your automation.

interface icon

Automate an Action in Rocketlane

Connect your Rocketlane account and select an action like “Take action in Rocketlane” to make your work flow.

interface icon

Customize the Workflow

Build your Xero - Rocketlane automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Xero and Rocketlane
to Automate these Workflows

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Add tags to Zoho CRM for new bills in Xero

Why wait? Xero + Zoho CRM bring efficiency to your day, every day.

Try it now
Arrow Forward

Update Zoho CRM entries from new Xero sales invoices

Let Xero + Zoho CRM handle the hard work while you take it easy.

Try it now
Arrow Forward

Add tags in Zoho CRM for new Xero sales invoices

Why wait? Xero + Zoho CRM bring efficiency to your day, every day.

Try it now
Arrow Forward

Convert Freshsales deals to Rocketlane projects

Double the efficiency—Rocketlane + Freshsales team up for your success.

Try it now
Arrow Forward
No Integrations Found
No results found.

About Xero

Xero is a cloud-based accounting software for small and medium-sized businesses to handle invoicing, bank reconciliation, financial reporting, and cash flow management. Xero allows users to track expenses, generate reports, and monitor financial performance from anywhere via a laptop or smartphone.
Learn more

About Rocketlane

Rocketlane is a collaborative customer onboarding platform/project management platform for Professional Service Automation (PSA) in onboarding, implementation, and services. It unifies project tasks, resources, communication, and customer interactions in one place to manage timelines, automate tasks, handle CSAT reporting, track budgets, and even create reusable templates.
Learn more