PayPal
Xero
zapier

An automated workflow using zapier

Connects PayPal + Xero

Create new Xero invoices for new PayPal sales

About this workflow template

This automation scenario allows you to connect PayPal 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.

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

Diagram

Create new Xero invoices for new PayPal sales
Workflow diagram: PayPal + Xero integration

How it works?

When this trigger fires in PayPal

PayPal

Successful Sale in PayPal

Only successfully completed payments trigger this (with line item support).

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 new Xero invoices for new PayPal sales.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect PayPal to Zapier.

    Connect PayPal to Zapier.

    Give Zapier access to your PayPal account, using PayPal 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 PayPal

    Set up a Trigger action for PayPal

    Choose the following trigger: Successful Sale (Only successfully completed payments trigger this (with line item support).).

  • 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 PayPal 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 new Xero invoices for new PayPal sales!

Supported triggers and actions

  • Xero

    New sales invoice

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

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • 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.

    zapierautomateio
    triggerbyzapierautomateio
  • 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.

    zapier
    triggerbyzapier
  • PayPal

    Get user info

    Get user info

    pipedream
    actionbypipedream
  • PayPal

    Create a plan

    Creates and activates a billing plan.

    integromat
    actionbyintegromat
  • PayPal

    Activate a plan

    Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.

    integromat
    actionbyintegromat
  • PayPal

    Deactivate plan

    Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.

    integromat
    actionbyintegromat
  • PayPal

    Delete a plan

    Permanently removes a billing plan.

    integromat
    actionbyintegromat
  • PayPal

    Get plans

    Gets information about billing plans in a specified state.

    integromat
    actionbyintegromat

Apps you need

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.