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.

Popular Xero Integrations

xero hubspot

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

  • Step 1:

    This Bot will trigger on every new payment in Xero.

  • Step 2:

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

  • Step 3:

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

Read More
Xero Slack

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

Xero Gmail

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

Xero WooCommerce

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

Xero Shopify

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

Xero Office 365

Add or Update a Contact in Office 365 on a New or Modified Contact in Xero

Xero Wix

Add or Update a Contact in Wix on a New or Modified Contact in Xero

Xero Magento

Add a new Customer in Magento on a New or Modified Contact in Xero

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Things You Can Do With Xero

Triggers

  • New or Modified Contact

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

    Triggers when a new overpayment is generated
  • New Payment

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

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

    Triggers when a new sales invoice is added to xero
  • 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

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

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

    Triggers when a new bill is added to xero

Actions

  • Add Or Update a Contact

    Create or Update a Contact
  • Search Contact

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

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

    Create a new Sales Invoice
  • Add a Bill

    Creates a new Bill
  • Add a Purchase Order

    creates a new purchase order
  • Search Invoices

    search invoices based on invoice id or invoice number
  • Add Line Item To Sales Invoice

    Add a new line item to an existing sales invoice
  • Search An Item

    search a item/product with its name or id

Create Xero Workflows

Salesforce
LivePerson
Microsoft Dynamics

CRM

Xero Workflow
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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