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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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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Add tags to Zoho CRM for new Xero quotes

Why struggle? Xero + Zoho CRM make every task easier to manage.

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Create Zoho CRM entries from new Xero sales invoices

Discover how Xero and Zoho CRM can simplify everything you do.

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Create Zoho CRM entries from new Xero quotes

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

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Create Zoho CRM entries from new Xero purchase orders

Xero & Zoho CRM working together means less stress, more success.

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Send SMS notifications via Twilio for new Xero quotes

Xero & Twilio working together means less stress, more success.

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Create Trello cards for new Xero quotes to streamline task management

Focus on what matters. Xero + Trello handle the rest!

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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.
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