Parseur
Xero
zapier

An automated workflow using zapier

Connects Parseur + Xero

Create Xero invoices based on new documents processed by Parseur

About this workflow template

This automation scenario allows you to connect Parseur and Xero

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Parseur and Xero can also be integrated using automation tools other than zapier:

Diagram

Create Xero invoices based on new documents processed by Parseur
Workflow diagram: Parseur + Xero integration

How it works?

When this trigger fires in Parseur

Parseur

New Document Processed in Parseur

Triggers when a new document is successfully parsed. Tables, if present, are flattened.

Then this action happens in Xero

Xero

Create Sales Invoice in Xero

Creates a new sales invoice (Accounts Receivable).

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Xero invoices based on new documents processed by Parseur.

Part I

Configure Applications

First, we need to connect Parseur and Xero to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Parseur to Zapier.

    Connect Parseur to Zapier.

    Give Zapier access to your Parseur account, using Parseur credentials.

  • Connect Xero to Zapier.

    Connect Xero to Zapier.

    Give Zapier access to your Xero account, using Xero credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Parseur

    Set up a Trigger action for Parseur

    Choose the following trigger: New Document Processed (Triggers when a new document is successfully parsed. Tables, if present, are flattened.).

  • Then set up an Action for Xero

    Then set up an Action for Xero

    Choose this action: Create Sales Invoice (Creates a new sales invoice (Accounts Receivable).).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Parseur and Xero.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Xero invoices based on new documents processed by Parseur!

Supported triggers and actions

  • Xero

    New sales invoice (legacy)

    Triggers when you add a new sales invoice. (Accounts Receivable).

    zapier
    triggerbyzapier
  • Xero

    New contact

    Triggers when you add a new contact.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Xero

    New contact (legacy)

    Triggers when you add a new contact.

    zapier
    triggerbyzapier
  • Xero

    New payment

    Triggers when you receive a new payment.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Xero

    New bill

    Triggers when you add a new bill. (Accounts Payable).

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Xero

    New quote

    Triggers when a new quote is created.

    zapieralbato
    triggerbyzapieralbato
  • Parseur

    Create document

    Creates a new document in your mailbox.

    zapier
    actionbyzapier
  • Parseur

    Upload a document

    Uploads a document to a mailbox.

    integromat
    actionbyintegromat
  • Parseur

    Create a mailbox

    Creates a new mailbox.

    integromat
    actionbyintegromat
  • Parseur

    Delete a document

    Deletes an existing document.

    integromat
    actionbyintegromat
  • Parseur

    Delete a mailbox

    Deletes an exisitng mailbox.

    integromat
    actionbyintegromat
  • Parseur

    Get a document

    Retrieves an existing document.

    integromat
    actionbyintegromat

Apps you need

Parseur

Parseur

Data Extraction

Mail parsing and document parsing software

Automate your data entry process with ease using Parseur. Extract structured data from emails, attachments, and documents, and send it to your favorite application in real time with just a few clicks.

Xero

Xero

Accounting

Online accounting software for expenses tracking, invoices, and bookkeeping

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.