Xero Integrations

Connect Xero with your favourite apps

Xero is a popular online accounting software for small businesses. Create invoices, receive payments and do much more.

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Popular Xero Integrations

Xero - New Payment
Xero - Search Contact

Create or Update HubSpot Contacts on New Payment in Xero

When you’re running a business, manually managing your new customers should be the least of your priorities. Your efforts should rather go into keeping in regular touch with them for more business.

If you use Xero to manage your payments and HubSpot for managing customers, this readymade integration template is just what you need. It runs automatically every time you get a new payment in Xero and updates the relevant contact fields in HubSpot.

This works great if you want the latest payment updates for your contacts to reflect in HubSpot. You can create custom contact properties in HubSpot and map relevant fields from Xero like Payment Status, Payment Amount, Amount owed, etc.

Simply connect your Xero and HubSpot accounts in Automate.io and enable this integration.

How it works?

  • 1

    This Bot will trigger on every new payment in Xero.

  • 2

    Automate.io will then search for the contact using the Contact ID.

  • 3

    It will then automatically update the payment details for contacts in HubSpot.

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Stripe - New Payment (Charge)
Xero - Search Contact

Create invoices in Xero on new payments in Stripe

Creating invoices for payments need not be a manual and monotonous task.

And it definitely wouldn’t be with this readymade Stripe to Xero integration template. This template even gives you the flexibility to map payment details from Stripe such as Charge Amount, Customer Email Address, Customer Address, and any other details to relevant fields in Xero.

After setting it up, turn on the integration, and Automate.io creates an invoice automatically in Xero for every new Stripe payment.

How it works?

  • 1

    This Bot runs whenever there is a new payment in Stripe.

  • 2

    Automate.io searches for the related contact in Xero.

  • 3

    An invoice will be created in Xero.

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WooCommerce - New Order
Xero - Search Contact

Create invoices in Xero on new WooCommerce orders

Move away from boring bookkeeping with this readymade WooCommerce to Xero integration. It generates invoices in Xero automatically for each new order in WooCommerce.

This integration comes with standard fields such as Name, Price, Quantity, etc. mapped for one line item. But if you’ve got multiple items, simply map the relevant fields from WooCommerce to Xero. Once it is set up, Automate.io takes over and makes the two systems work in harmony.

That’s all! No more manually entering data from WooCommerce to Xero. Plus, no more invoicing errors.

How it works?

  • 1

    This Bot triggers whenever there is a new order in WooCommerce.

  • 2

    Automate.io checks if the contact exists in Xero.

  • 3

    An invoice will be automatically created in your Xero account.

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Shopify - New Paid Order
Xero - Search Contact

Create invoices in Xero on new Shopify paid orders

Need a hand to help you with basic accounting chores? Automatically generate invoices in Xero for new paid orders in Shopify with this readymade Shopify to Xero integration.

This integration even saves you time with field mapping. It comes ready with standard fields such as Item name, Price, Quantity, Discount, etc. for one line item already mapped for you. However, if you have more than one line item, just map the relevant fields from Shopify to Xero with a simple drag-drop operation.

Once that is done, there’s no need for anymore manual entry of data from Shopify to Xero. No more invoicing errors. It is automatic accounting at its best.

How it works?

  • 1

    This Bot triggers whenever there is a new paid order in Shopify.

  • 2

    Automate.io checks if the contact exists in Xero.

  • 3

    An invoice will be automatically created in your Xero account.

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Xero - New or Modified Contact
Square - Add a Customer

Add a Customer in Square on a New or Modified Contact in Xero

Xero - New or Modified Contact
Slack - Send a Direct Message

Send a Direct Message in Slack on a New or Modified Contact in Xero

Xero - New or Modified Contact
Gmail - Send an Email

Send an Email in Gmail on a New or Modified Contact in Xero

Xero - New or Modified Contact
WooCommerce - Add or Update Customer

Add or Update Customer in WooCommerce on a New or Modified Contact in Xero

200+ integrations possible. 

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Things You Can Do With Xero

Triggers

  •  - New or Modified Contact

    New or Modified Contact

    Triggers when a new contact is created or an existing one is modified
  •  - New Overpayment

    New Overpayment

    Triggers when a new overpayment is generated
  •  - New Payment

    New Payment

    Triggers when a new payment is added to xero
  •  - Invoice Status Change

    Invoice Status Change

    Triggers when a the status of the sales invoice changes to a particular value
  •  - New Sales Invoice

    New Sales Invoice

    Triggers when a new sales invoice is added to xero
  •  - New Invoice Line Item

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item.
  •  - New Purchase Order

    New Purchase Order

    Triggers when a new purchase order is added to xero
  •  - Invoice Overdue

    Invoice Overdue

    Triggers when the invoice is overdue by a specified number of days
  •  - New Bill

    New Bill

    Triggers when a new bill is added to xero
  •  - New or Modified Credit Note

    New or Modified Credit Note

    Triggers when a new credit note is added or an existing credit note is updated

Actions

  •  - Search Contact

    Search Contact

    Search A Contact Based On Contact ID Or Email Address
  •  - Add Or Update a Contact

    Add Or Update a Contact

    Create or Update a Contact
  •  - Add a Payment

    Add a Payment

    Apply payments to approved AR and AP invoices
  •  - Add a Sales Invoice

    Add a Sales Invoice

    Create a new Sales Invoice
  •  - Add a Bill

    Add a Bill

    Creates a new Bill
  •  - Add a Purchase Order

    Add a Purchase Order

    creates a new purchase order
  •  - Update an Invoice

    Update an Invoice

    Updates an existing Invoice by Invoice ID or Invoice Number
  •  - Search Invoices

    Search Invoices

    search invoices based on invoice id or invoice number
  •  - Add Credit Note

    Add Credit Note

    Adds a new credit note
  •  - Add Line Item To Sales Invoice

    Add Line Item To Sales Invoice

    Add a new line item to an existing sales invoice
  •  - Search Credit Note

    Search Credit Note

    Search credit note by Credit Note Id or Credit Note Number
  •  - Add an Item

    Add an Item

    Add a new item in to inventory
  •  - Search An Item

    Search An Item

    search a item/product with its name or id
  •  - Search Payments

    Search Payments

    Search payments by Payment Id or Reference
  •  - Send an Invoice

    Send an Invoice

    Send Invoice by Invoice Id to the Invoice email address
  •  - Search Bill

    Search Bill

    Search bill by Bill Invoice ID, Reference or Contact ID

Create Xero Workflows

Salesforce
LivePerson
Microsoft Dynamics

CRM

Xero Workflow

Xero

Gmail
Office 365
Zoho Mail

Email

Run workflows spanning across your CRM, Xero and Email apps. Trigger workflows automatically when things happen in any of the apps.

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