Adaptive Insights + Xero
Integration + Automation

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Adaptive Insights
+
Xero

Adaptive Insights and Xero Solutions

Uses

Finance and Accounting

Business professionals that want to integrate Adaptive Insights with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Adaptive Insights support for ensured success

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

David Dorman, Director of Growth and Demand Generation, DigitalOcean
Adaptive Insights

Adaptive Insights

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create account

Create dimension

Create dimension value

Create level

Create user

Xero

Xero

Connection Type

Service connector Tray Connector

Triggers

Webhook

Operations

Apply payments

Create contacts

Create invoice notes

Create/update invoice

Delete invoice

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Popular Use Cases

Xero logo
QuickBooks logo

Create a QuickBooks Online invoices when Pipedrive deal is closed

Xero logo
Eventbrite logo

Create Xero bills for new Eventbrite attendees

Xero logo
Zendesk logo

Create Xero invoices from new Zendesk tickets

Xero logo
Shopify logo

Create Xero invoices from Shopify orders

Slack logo
Xero logo

Get Slack alert messages for new Xero invoices

Xero logo
Slack logo

Get a weekly report on Xero payments in Slack

Xero logo
Pipedrive logo

Create Xero invoices when Pipedrive deal is closed

Xero logo
Shopify logo

Create Xero invoices from Shopify orders

What would you like to connect?