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
Select a trigger in Xero
Choose an event in Xero like “New Invoice Created,” to set off your automation.
Automate an Action in Rocketlane
Connect your Rocketlane account and select an action like “Take action in Rocketlane” to make your work flow.
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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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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