Connect and Integrate
Xero with Rocketlane

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

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Explore workflows

Easy Steps to Connect
Xero and Rocketlane

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Select a trigger in Xero

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

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Automate an Action in Rocketlane

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

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Customize the Workflow

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

Here's Some Easy Xero Automations
and Rocketlane Automations to Try!

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Update Zoho CRM entries from new Xero sales invoices

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

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Add tags in Zoho CRM for new Xero sales invoices

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

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Update Zoho CRM module entries for new Xero payments

Xero and Zoho CRM—because your workflow deserves an upgrade.

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Create Zoho CRM entries for new Xero payments

Transform your workflow with Xero & Zoho CRM leading the way.

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Create Zoho CRM entries for new Xero bills

Xero and Zoho CRM give you time back—automate your busywork.

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Convert Freshsales deals to Rocketlane projects

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

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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.
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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