When new report in PeopleSmart, sync it to Xero.
Sync contact report details from PeopleSmart into Xero.
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
PeopleSmart Explore PeopleSmart →
TriggersFires when PeopleSmart finds or captures a new lead.
Fires when a new contact is added to a list in PeopleSmart.
Fires when a new company matches a saved search in PeopleSmart.
Adds job title, phone and company data to a contact with PeopleSmart.
Looks up firmographic data for a company with PeopleSmart.
Finds and verifies a prospect's work email with PeopleSmart.
Xero Explore Xero →
TriggersFires when a new invoice is created in Xero.
Fires when a payment is recorded in Xero.
Fires when an invoice in Xero passes its due date unpaid.
Fires when a new expense is recorded in Xero.
Creates a new invoice in Xero.
Records a payment against an invoice in Xero.
Creates a new expense entry in Xero.
Syncs a customer's billing record in Xero.
More PeopleSmart + Xero workflows
Turn closed deals into client invoices
When a deal is marked won in PeopleSmart, automatically create an invoice in Xero so billing can start without delay.
See details
Update deal status when payments arrive
When a payment is received in Xero, automatically update the deal stage in PeopleSmart to keep sales reps informed of account standing.
See details
Sync client records between systems
When contact details are updated in PeopleSmart, automatically sync the customer record in Xero to maintain clean billing profiles.
See details
See all PeopleSmart + Xero integrations → · Browse the full workflow library →
Common questions
Can Knit build “When new report in PeopleSmart, sync it to Xero.” between PeopleSmart and Xero?
Yes — describe it in the box above and Knit's Integrations Agent researches PeopleSmart and Xero's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking Xero and PeopleSmart streamline the sales-to-finance handoff?
Closing a deal in PeopleSmart can instantly create an invoice in Xero, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Xero update deal stages in PeopleSmart?
Yes, when a customer settles an invoice in Xero, the corresponding deal stage in PeopleSmart can automatically update to reflect a completed transaction.