Integrate Autopilot to Xero
Autopilot is a visually-focused marketing software that provides tools for automating a customer’s journey. These include custom triggers that can be mapped out and automated ahead of time so that you can send the right kind of follow-up communications to the right customers. Autopilot can also automatically capture visitors, segment contacts using pre-established filters, and track the progress that a company is making towards a marketing goal. This allows users to make modifications that increase efficiency in real time.
Integrate Autopilot to Xero
Popular Use Cases
Xplenty can extract any data that you need from Autopilot. Here are some of our most popular use cases:
Manage your contacts by updating, deleting, or retrieving contact data, including names, emails, phone numbers, the source of the lead and their affiliated company. With this information, you can more easily segment each contact into appropriate groupings that will make your marketing more targeted and effective.
Retrieve a list of existing smart segments, including the names and IDs for those segments. Then, gather data from a single smart segment to see relevant contact information, including how many contacts are grouped into that segment and who the first 100 contacts are. You will also get a bookmark link to the next batch of contacts, should there be more.
Get a list of journeys that have API triggers, which includes their names and trigger IDs. Then, use that trigger to automatically add a contact to a journey via the contact’s ID or email address.
Popular Use Cases
Xplenty can extract any data that you need from Xero. Here are some of our most popular use cases:
Retrieve data about any account you have in Xero - bank accounts, expense accounts, sales accounts, etc., - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints - like invoices and payments - to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall financial performance.
Track all bank transactions that are captured by Xero, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, relevant contact IDs, and type of transaction - to better understand your finances and see if any changes need to be made.
Get a range of important accounting data for different contacts within your Xero database. This includes communication details - like the contact’s name, email address, and organization - as well as details about their relationship with your company, such as their outstanding balance and their customer status.
Create or retrieve data related to any bank transfers to or from accounts that are linked to Xero. This can include the name and ID of every involved account, the amount that was transferred, and the date the transfer happened. This data can help you keep track of your bank accounts so that you can maintain an accurate and clean accounting database.
Retrieve data for any invoice that has been prepared and sent using Xero, including its total amount, due date, associated contacts, and relevant payment IDs. This data can help you accurately track a variety of financial metrics, including your sales data and your expected revenue.
Get details about any payments that were sent to Xero for accounting, including the payment date, amount, and any unique identifiers that are associated with it, including account ID and invoice ID. Then, use those IDs to link the payments back to relevant accounts, contacts, and invoices. This will help you create more detailed and accurate sales analytics.
Why Our Customers Choose Xplenty
We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.
Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.
Ease of Use
You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.
Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.