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PandaDoc + Xero Integrations

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Example workflows
Triggers and actions
PandaDoc + your other apps
Xero + your other apps
FAQ

PandaDoc + Xero integrations

PandaDoc > Xero

Trigger

Last triggered

Document added

Create or update contact

Connect PandaDoc to Xero in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between PandaDoc, Xero, and many other popular SaaS applications.

Check below for example workflows using PandaDoc and Xero, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example PandaDoc + Xero workflows

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Automatically create or update contact in Xero for each document added in PandaDoc

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Create or update invoice automatically in Xero for each document added in PandaDoc

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Find item(s) automatically in Xero for each document added in PandaDoc

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Automatically find contact(s) in Xero for each document added in PandaDoc

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Find invoice(s) automatically in Xero for each document added in PandaDoc

Try it

PandaDoc Triggers

Document

edit

Document status changed

add

New document added

Xero Actions

Account

Find account(s)

Contact

library_add

Create or update contact

Find contact(s)

Invoice

attach_file

Add attachment to invoice

library_add

Create or update invoice

Find invoice(s)

Item

Find item(s)

Profit & loss report

add

Create profit & loss report

Tracking category

Find tracking category(ies)

Xero Triggers

No Xero triggers yet

Request trigger

PandaDoc Actions

Document

add

Create document

Find document(s)

send

Send document

Exported document

download

Download exported document

Template

Find template(s)

Create your own PandaDoc + Xero integration

Select a trigger in PandaDoc

Select an action in Xero

Create your workflow

Connect PandaDoc to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Xero to your other apps

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect PandaDoc to Xero with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in PandaDoc or Xero to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize PandaDoc and Xero to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting PandaDoc to Xero?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate PandaDoc and Xero—give it a try and let us know what you think.

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