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Quickly connect PandaDoc to Xero with a Zapier template.

Our most popular template

Create or update Xero contacts from completed PandaDoc documents
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PandaDoc + Xero
Create bills in Xero for newly sent PandaDoc documents
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PandaDoc + Xero
Create bills in Xero for newly paid PandaDoc documents
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PandaDoc + Xero
Update Xero contacts when PandaDoc document status changes
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PandaDoc + Xero
Create or update Xero contacts when PandaDoc documents are paid
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PandaDoc + Xero
Create sales invoices in Xero for newly paid PandaDoc documents
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PandaDoc + Xero

Create or update Xero contacts from completed PandaDoc documents

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PandaDoc + Xero

Create bills in Xero for newly sent PandaDoc documents

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PandaDoc + Xero

Create bills in Xero for newly paid PandaDoc documents

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PandaDoc + Xero

Update Xero contacts when PandaDoc document status changes

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PandaDoc + Xero

Create or update Xero contacts when PandaDoc documents are paid

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PandaDoc + Xero

Create sales invoices in Xero for newly paid PandaDoc documents

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PandaDoc + Xero

Create or update PandaDoc contacts when new Xero contacts are added
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Xero + PandaDoc
Create new Xero sales invoices from completed PandaDoc documents
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PandaDoc + Xero

How Zapier works

Zapier makes it easy to integrate PandaDoc with Xero - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Completed" from PandaDoc.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

You’re connected!

Zapier seamlessly connects PandaDoc and Xero, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about PandaDoc + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PandaDoc and Xero

How can I integrate PandaDoc with Xero?

You can integrate PandaDoc with Xero using our platform by setting specific triggers and actions. For instance, you can trigger the creation of a draft invoice in Xero whenever a document is completed in PandaDoc.

What type of triggers can initiate actions between PandaDoc and Xero?

Triggers such as 'Document Completed' or 'Payment Received' in PandaDoc can initiate corresponding actions in Xero, like creating invoices or updating contacts.

Can I automatically generate invoices in Xero from completed documents in PandaDoc?

Yes, by creating a workflow where the trigger is ‘Document Completed’ in PandaDoc, you can automate the generation of invoices in Xero.

How do I set up a workflow to update my Xero contacts when new recipients are added in PandaDoc?

You can create a connection where adding a new recipient in PandaDoc acts as a trigger to update your existing contacts or add new data to your contacts list in Xero.

Are there any restrictions when syncing data between PandaDoc and Xero?

While most standard fields sync accurately, custom fields may require additional configuration. Check our integration guidelines for specific limitations and best practices.

What happens if there's an error during the integration process between PandaDoc and Xero?

Our platform will notify you of any errors that arise during the operation. You will receive detailed logs that help diagnose and resolve issues quickly.

Is it possible to synchronize payment statuses between PandaDoc documents and Xero invoices?

Yes, you can set triggers where once payment is marked as ‘Received’ on a document in PandaDoc, the corresponding invoice status updates automatically within your Xero account.

Practical ways you can use PandaDoc and Xero

Sync completed PandaDoc documents to Xero.

When a document is marked as completed in PandaDoc, Zapier automatically creates a corresponding sales invoice in Xero. This ensures seamless tracking of completed deals and invoices, reducing manual data entry while keeping financial records up to date.

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Create PandaDoc templates for support billing.

When a new ticket resolution requires billing in Xero, Zapier creates a draft template in PandaDoc to standardize the communication and billing process. This minimizes delays in customer communication and ensures accuracy in charges.

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Track document views in a shared Xero report.

When a document in PandaDoc is viewed for the first time, Zapier updates a shared report in Xero with the engagement details. This allows the marketing team to keep tabs on prospect interest and adjust campaigns based on which documents are getting the most engagement.

Marketing & Marketing Ops

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document ID
  Required
Action
Search
- Organization
  Required
Trigger
Polling
Try It

- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Polling
Try It
- Trigger_info
- Organization
  Required
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Trigger
Polling
Try It
- Organization
  Required
- Document Status
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Document Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Attachment Name
  Required
- Account_number
- Contact Requirements
- First name
- Last name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Type
- Contact
  Required
- Date
Action
Write
- Info
- Organization
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Document Status
- Date
- Due_date
- Pricing Table Currency
- URL
  Required
- Attachment
  Required
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Invoice_type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Pricing Table Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Document Status
Action
Write
- Info
- Organization
  Required
- Employee
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Info
- Organization
  Required
- Invoice ID
  Required
- Contact
  Required
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- URL
  Required
- Pricing Table Currency
- Sent_to_contact
- Attachments
- Document ID or Number
  Required
- Amounts Are
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Email
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Search or write

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Document Status
- Template
  Required
- Form
Action
Search
- Document ID
  Required
Action
Search
- Organization
  Required
- Document Status
Trigger
Polling
Try It
- Organization
  Required
- Document Status
- Type
Trigger
Polling
Try It
- Organization
  Required
- Report Type
  Required
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
- State
Trigger
Polling
Try It
- Organization
  Required
- Document Status
Trigger
Polling
Try It
- Organization
  Required
- Document Status
Trigger
Instant
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Document Status
- Date
- Due_date
- Pricing Table Currency
- URL
  Required
- Attachment
  Required
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Document Status
- Pricing Table Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
- Attachment Name
  Required
- Account_number
- Contact Requirements
- First name
- Last name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

Learn how to automate PandaDoc on the Zapier blog

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn moreLearn moreHelpHelp

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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn moreLearn moreHelpHelp

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Connect PandaDoc to Xero on the world's largest no-code automation platform

Explore PandaDoc + Xero Integrations

gmail

Connect PandaDoc and Xero to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create or update Xero contacts from completed PandaDoc documents

Create bills in Xero for newly sent PandaDoc documents

Create bills in Xero for newly paid PandaDoc documents

Update Xero contacts when PandaDoc document status changes

Create or update Xero contacts when PandaDoc documents are paid

Create sales invoices in Xero for newly paid PandaDoc documents

Create or update Xero contacts from completed PandaDoc documents

Create bills in Xero for newly sent PandaDoc documents

Create bills in Xero for newly paid PandaDoc documents

Update Xero contacts when PandaDoc document status changes

Create or update Xero contacts when PandaDoc documents are paid

Create sales invoices in Xero for newly paid PandaDoc documents

Create or update PandaDoc contacts when new Xero contacts are added

Create new Xero sales invoices from completed PandaDoc documents

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about PandaDoc + Xero integrations

Practical ways you can use PandaDoc and Xero

Sync completed PandaDoc documents to Xero.

Create PandaDoc templates for support billing.

Track document views in a shared Xero report.

Supported triggers and actions

Learn how to automate PandaDoc on the Zapier blog

4 ways to automate PandaDoc with Zapier

Learn how to automate Xero on the Zapier blog

5 ways to use the Zapier Xero integration

Connect PandaDoc to Xero on the world's largest no-code automation platform

Explore PandaDoc + Xero Integrations

Explore PandaDoc + Xero Integrations