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How to connect Instantly and Xero
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Xero will be your first step. To do this, click "Choose an app," find Instantly or Xero, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Xero Node
Next, click the plus (+) icon on the Instantly 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 Instantly 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 Instantly 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, 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 Instantly and Xero integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Xero
Instantly + Slack: When a new lead is generated in Instantly, a message is sent to a designated Slack channel to notify the team of the successful campaign results.
Instantly + Xero + Google Sheets: When a new lead is created in Instantly, the lead generation campaign costs are recorded in Xero. The information is then updated in a Google Sheet for tracking conversions.
Instantly and Xero integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Xero
How can I connect my Instantly account to Xero using Latenode?
To connect your Instantly account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after a successful Instantly campaign?
Yes, you can! Latenode allows you to automatically create invoices in Xero upon successful Instantly campaign completion. This saves time and ensures accurate billing.
What types of tasks can I perform by integrating Instantly with Xero?
Integrating Instantly with Xero allows you to perform various tasks, including:
- Automatically create Xero contacts from new Instantly leads.
- Update Xero invoices when Instantly campaigns are completed.
- Trigger Instantly follow-up emails upon Xero payment receipt.
- Synchronize campaign spend data from Instantly to Xero for reporting.
- Create Xero sales invoices based on Instantly deal closures.
How does Latenode handle Instantly campaign data for Xero integration?
Latenode offers flexible data mapping and transformation, letting you adapt Instantly data to precisely match Xero's required invoice or contact fields.
Are there any limitations to the Instantly and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Instantly might require JavaScript transformation.
- Rate limits on the Xero API may affect high-volume data transfers.
- Historical data synchronization requires careful planning due to API constraints.
