Skip to content

Connect Autotask and Xero to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

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

How Zapier works

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

100%
Help
Autotask logo
Autotask
Autotask logo
Autotask
1. Choose trigger event
Xero logo
Xero
Xero logo
Xero
2. Choose action
Autotask logo
1. Select the event
Setup
Test
Autotask logo
Autotask
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from Autotask.

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 Autotask and Xero, automating your workflow.

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

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your Autotask to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Autotask + Xero integrations

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

What is the Autotask and Xero integration?

The Autotask and Xero integration allows users to automate workflows between Autotask, a professional services automation software, and Xero, an accounting software. By setting up this integration, you can streamline various operations such as invoicing, customer management, and financial reporting.

How do I connect my Autotask account with Xero?

To connect your Autotask account with Xero, you need to use our integration platform where you can authenticate both accounts. Once authenticated, you'll be able to set up triggers from Autotask that activate actions in Xero.

What types of triggers can I use with the Autotask and Xero integration?

You can use a variety of triggers from Autotask such as 'New Ticket', 'Updated Opportunity', or 'Completed Project' that will prompt specific actions in your Xero account like creating an invoice or updating a contact.

Can I create custom workflows between Autotask and Xero?

Yes, our integration platform allows you to create custom workflows. You can define specific triggers in Autotask that initiate customized actions in Xero to fit your business needs.

Are there any limitations on data synchronization between Autotask and Xero?

While most data sync seamlessly between Autotask and Xero through our platform, some complex data fields may require manual handling or additional setup within the workflow configuration.

Is it possible to update existing invoices in Xero through the integration?

Yes, you can configure the integration to update existing invoices. For example, when a project status changes in Autotask, it could automatically update or append details to an invoice in Xero.

What should I do if the workflow automation fails?

If the workflow automation fails, check the integration logs for error details. Our support team is available to assist with resolving any issues related to trigger failures or action errors between Autotask and Xero.

Connect Autotask and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • Help_text
    Trigger
    Instant
    Try It
    • Help_text
    Trigger
    Instant
    Try It
  • Autotask triggers, actions, and search
    New Invoice

    Triggers when a new invoice is found.

    Trigger
    Polling
    Try It
    • Company
    • Assigned To Resource ID
    Trigger
    Polling
    Try It

Learn how to automate Xero on the Zapier blog

autotask logo
About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
Related categories
Similar apps
Jira Software Server integrationsJira Software Server integrations
Jira Software Server
Project Management
Odoo ERP Self Hosted integrationsOdoo ERP Self Hosted integrations
Odoo ERP Self Hosted
CRM (Customer Relationship Management)
ConnectWise Manage integrationsConnectWise Manage integrations
ConnectWise Manage
CRM (Customer Relationship Management)
xero logo
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.
Related categories
Similar apps
FreeAgent integrationsFreeAgent integrations
FreeAgent
Accounting
FreshBooks integrationsFreshBooks integrations
FreshBooks
Accounting
QuickBooks Online integrationsQuickBooks Online integrations
QuickBooks Online
Accounting

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

Google Logo Sign up with Google