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Zapier makes it easy to integrate Calendly with Xero - no code necessary. See how you can get setup in minutes.
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Calendly
Calendly
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
Calendly
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Created" from Calendly.
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 Calendly and Xero, automating your workflow.
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.
Create a new record or update an existing record in your app.
Organization
Required
Credit Note ID
Required
Invoice ID
Required
Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
From Account
Required
To Account
Required
Amount
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Code
Required
Name
Required
Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Type
Required
Contact
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Contact_account_number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact_tax_number
Bank Account Number
Contact Number
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Number
Reference
Sent_to_contact
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Project Name
Required
Deadline for the project
Project Estimate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Repeated Invoice Schedule
Invoice Creation: Frequency Type
Required
Invoice Creation: Frequency (Period)
Required
Due Date Type: Payment Terms
Required
Set Due Dates (Days)
Required
Start Date:
Required
End Date
Status
Required
Currency
Branding_theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Purchase Order
Required
Contact
Update Method for Line Items
Date
Delivery_date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected_arrival_date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Invoice_id
Required
Contact
Status
Date
Due_date
Expected_payment_date
Reference
Branding_theme
Url
Currency
Sent_to_contact
Attachments
Invoice_number
Line_amount_types
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Include PDF File
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Contact ID
Quote Number
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Include Online Invoice URL
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item Code
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Calendly and Xero with AI agents and code
Beyond Zap workflows. Call Calendly and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Calendly and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Cancel an Event
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Calendly and Xero
Track cancellations in accounting system
When a Calendly event is canceled, Zapier creates a record in Xero for efficient tracking. This ensures canceled events are logged properly, avoiding accounting discrepancies and improving record management.
When a new event is scheduled in Calendly, Zapier automatically creates a corresponding invoice in Xero. This reduces administrative effort and ensures all meetings are linked to timely invoices.
Whenever a Calendly invitee is marked as a no-show, Zapier records the instance in Xero to maintain historical records. This streamlines follow-up strategies and allows the sales team to monitor customer engagement.
Level up your Calendly to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Calendly + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Xero
How do I connect Calendly to Xero?
To integrate Calendly with Xero, you'll need to use our platform to create a Zap, which involves setting up both a trigger from Calendly and an action in Xero. Simply select Calendly as the trigger app and choose an event such as 'Invitee Created.' Then, select Xero as the action app and choose an action like 'Create Invoice' or 'Create Contact.' Follow our step-by-step guide to authenticate both accounts.
Which triggers are available for the Calendly integration?
When integrating Calendly with our platform, you can use triggers such as 'Invitee Created,' which occurs when a new invitee schedules an event. This triggers workflows that can automate tasks in connected apps like Xero.
What actions can I perform in Xero when a Calendly event is triggered?
With our integration setup, you can automate actions in Xero when a Calendly event is triggered. Available actions include 'Create Invoice,' 'Create Bill,' and 'Create Contact.' These help streamline your invoicing process by automatically generating financial documents based on scheduled events.
Do I need any coding skills to integrate Calendly with Xero through your platform?
No coding skills are required to integrate Calendly with Xero using our platform. Our user-friendly interface allows you to set up automated workflows via Zaps by simply dragging and dropping, selecting apps, and configuring triggers and actions without any programming knowledge.
Can I update existing contacts in Xero when a new invitee is created in Calendly?
Yes, using our integration capabilities, you can update existing contacts in Xero when a new invitee is created in Calendly. Set up this function by choosing the appropriate action such as 'Find Contact' coupled with ‘Update Contact’ following your trigger selection of an event like 'Invitee Created.'
Is there any way to test the integration before going live?
Yes, we provide testing capabilities for integrations before they go live. After setting up your workflow between Calendly and Xero, you can test the Zap to ensure it functions correctly by checking if the desired actions are triggered appropriately without impacting live data.
What should I do if my Zap between Calendar and Xero fails?
If your Zap fails between Calendly and Xero, review the task history on our dashboard for error details. Common issues may involve authentication errors or incorrect field mappings between events and actions. Adjust necessary settings or consider reaching out to our support team for help.
About Calendly
Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.
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.
