UnifiedVU Xero Applications and Workflows

Bringing data and functionality from all your business software on to one screen to help you get the best out of Xero.

Xero A/P
Action/Response

Select Invoice

Displays related Invoices

Select Invoice

Displays related Invoices

Displays related Invoices

Select Invoice

Displays related Invoices

Select Invoice

Select Invoice

Displays related Invoices

Select Invoice

Displays related Invoices

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Display related Invoices

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Xero A/R
Action/Response

Shows related Bills

Select Bill

Select Bill

Displays related Bills

Displays related Bills

Select Bill

Displays related Bills

N/A

Select Bill

Displays related Bills

Select Bill

Displays related Bills

Select Bill

Select Bill

Select Bill

Select Bill

Displays related Bills

Select Bill

Select Bill

Select Bill

Select Bill

Select Bill

Select Bill

App
Read with 4th column

N/A

N/A

CapsuleCRM Contacts

CapsuleCRM Contacts

CapsuleCRM List

Pipedrive Contacts

Pipedrive Contacts

Pipedrive Sales Opportunities

Salesforce Contacts

Salesforce Contacts

SugarCRM Contacts

SugarCRM Contacts

Google Drive

Microsoft OneDrive

Dropbox

MailChimp Contacts

MailChimp Campaigns

Zendesk

Trello Cards with any App

Companies House

Google Maps

FullContact

edocr

App
Action/Response

N/A

N/A

Show Contact & Company details

Select Contact or Company

Select Contact or Company

Show Contact & Company details

Select Contact or Company

Show related Deals

Show Contact & Company details

Select Contact or Company

Show Contact & Company details

Select Contact or Company

Show related Files

Show related Files

Show related Files

Show Campaign Responses

Select Contact on Campaign

Show related Tickets

Show related Cards

Show related Company Records

Show related Location

Show related Social Profiles

Show shared Documents

XERO APPLICATIONS

Your opportunity to help contribute to growth of your organisation

Xero + CapsuleCRM

When a customer is selected in CapsuleCRM, Xero displays due, overdue and paid invoices related to the customer.

Xero + Zendesk

Xero + Zendesk

When an invoice is selected in Xero, Zendesk displays associated support tickets, indicating the reasons for late payment.

Customer intelligence

Xero + Companies House + Google Map

When an invoice is selected in Xero, Companies House shows general information, officers of the company and latest filings. Google Map shows the location of registered office.

xero + google drive

Xero + Google Drive

When an invoice is selected, Google Drive shows documents related to the customer. Easy way to find proposals, terms and conditions, reports, etc without having to search document management systems.

Xero + Trello

Xero + Trello

When an invoice is selected in Xero, Trello displays outstanding cards/tasks related to the customer.

Pipedrive + Xero

Xero + Pipedrive

When a customer is selected on Pipedrive, Xero displays related invoices. At the same time, Pipedrive displays sales opportunities.

Xero + SugarCRM

Xero + SugarCRM

When a customer is selected in SugarCRM, Xero displays due, overdue and paid invoice details, all in one screen

Xero + Salesforce

Xero + Salesforce

When a customer is selected in Salesforce, Xero displays due, overdue and paid invoice details, all in one screen

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