GDPR Ready
View report
SOC2 Ready
View report
[email protected]
Discord
LinkedIn
Facebook
Instagram
Youtube
.svg){kind=icon}
Reddit
How to connect Mautic and Xero
Create a New Scenario to Connect Mautic 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 Mautic, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mautic or Xero will be your first step. To do this, click "Choose an app," find Mautic or Xero, and select the appropriate trigger to start the scenario.
Add the Mautic Node
Select the Mautic node from the app selection panel on the right.
+
1
Mautic
Add the Xero Node
Next, click the plus (+) icon on the Mautic node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
1
Mautic
⚙
+
2
Xero
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 Mautic 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 Mautic 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Xero
1
Trigger on Webhook
⚙
2
Mautic
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Mautic, 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 Mautic and Xero integration works as expected. Depending on your setup, data should flow between Mautic 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 Mautic and Xero
Mautic + Xero + Slack: When a new contact is created in Mautic, create a corresponding contact in Xero, and then notify the sales team about the new customer via a Slack channel message.
Xero + Mautic + Google Sheets: When a new payment is received in Xero, update the customer's profile in Mautic and then record the payment details in a Google Sheet.
Mautic and Xero integration alternatives
About Mautic
Automate marketing with Mautic in Latenode. Sync contacts, track campaigns, and trigger actions based on customer behavior. Integrate Mautic with other apps for a 360° view of your customers. Use Latenode's visual editor and code blocks to build custom workflows that adapt to your business needs without complex coding or expensive add-ons.
Similar apps
Related categories
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.
Related categories
Mautic + Xero integration
Connect Mautic and Xero in minutes with Latenode.
Create Mautic to Xero workflow
Start for free
Automate your workflow
See how Latenode works
.svg)
.png)
FAQ Mautic and Xero
How can I connect my Mautic account to Xero using Latenode?
To connect your Mautic account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Mautic and click on "Connect".
- Authenticate your Mautic and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Xero with new Mautic contacts?
Yes, you can! Latenode allows real-time syncing. Benefit: updated financial records, efficient invoicing, and no manual data entry. Scale your automation easily using visual editor and code blocks.
What types of tasks can I perform by integrating Mautic with Xero?
Integrating Mautic with Xero allows you to perform various tasks, including:
- Create Xero invoices automatically when deals reach specific Mautic stages.
- Update contact information in Xero when a Mautic contact's details change.
- Trigger Mautic campaigns based on payment status updates in Xero.
- Log Xero invoice payments as activities within Mautic contact timelines.
- Segment Mautic contacts based on their purchase history in Xero.
How do I handle errors when Mautic and Xero fail to sync on Latenode?
Latenode offers robust error handling; use its built-in logic to catch issues, send alerts, and automatically retry tasks. Build stable, scalable workflows.
Are there any limitations to the Mautic and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in either Mautic or Xero might require custom scripting for proper syncing.
- Real-time syncing is subject to the API rate limits of both Mautic and Xero.
- Initial data migration between the two systems may require manual setup and validation.
