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How to connect Beehiiv and Xero
Create a New Scenario to Connect Beehiiv and Xero
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Beehiiv, triggered by another scenario, or executed manually (for testing purposes). In most cases, Beehiiv or Xero will be your first step. To do this, click "Choose an app," find Beehiiv or Xero, and select the appropriate trigger to start the scenario.
Add the Beehiiv Node
Select the Beehiiv node from the app selection panel on the right.
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Add the Xero Node
Next, click the plus (+) icon on the Beehiiv node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
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Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the Beehiiv and Xero Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Beehiiv and Xero Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Beehiiv, Xero, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Beehiiv and Xero integration works as expected. Depending on your setup, data should flow between Beehiiv and Xero (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Beehiiv and Xero
Beehiiv + Xero + Slack: When a new subscriber joins your Beehiiv newsletter, automatically create a corresponding contact in Xero. Then, send a notification to a designated Slack channel to inform the sales team of the new lead.
Xero + Beehiiv + Google Sheets: Upon receiving a new payment for an invoice in Xero, automatically add the subscriber to a specific list within Beehiiv and record the payment details in a Google Sheet for tracking and reporting.
Beehiiv and Xero integration alternatives
About Beehiiv
Automate your Beehiiv newsletter workflows in Latenode. Trigger email campaigns based on CRM events or website activity. Sync subscriber data, segment audiences using AI, and analyze results, all within visual, scalable workflows. Connect Beehiiv to any app, enhance data, and automate repetitive tasks to focus on content.
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About Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
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FAQ Beehiiv and Xero
How can I connect my Beehiiv account to Xero using Latenode?
To connect your Beehiiv account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Beehiiv and click on "Connect".
- Authenticate your Beehiiv and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Xero invoices for new Beehiiv subscribers?
Yes, you can! Latenode automates invoice creation in Xero for new Beehiiv subscribers. This saves time and ensures accurate billing, leveraging Latenode's advanced logic and data transformation.
What types of tasks can I perform by integrating Beehiiv with Xero?
Integrating Beehiiv with Xero allows you to perform various tasks, including:
- Create Xero contacts for new Beehiiv newsletter subscribers.
- Update Xero customer details based on Beehiiv subscriber information.
- Generate Xero invoices for paid Beehiiv subscription tiers.
- Track Beehiiv campaign revenue directly in Xero reports.
- Automatically reconcile payments received through Beehiiv in Xero.
How can I trigger workflows based on new Beehiiv subscriptions?
Latenode lets you trigger workflows when someone subscribes to your Beehiiv newsletter. Use the "New Subscriber" trigger to start your automation flows.
Are there any limitations to the Beehiiv and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom scripting.
- Complex tax calculations may need additional configuration.
- API rate limits of Beehiiv and Xero apply.
