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 Xero with ChatGPT (OpenAI) - no code necessary. See how you can get setup in minutes.
100%
Help
Xero
Xero
1. Choose trigger event
ChatGPT (OpenAI)
ChatGPT (OpenAI)
2. Choose action
1. Select the event
Setup
Test
Xero
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Bank Transaction" from Xero.
Add your action
An action happens after the trigger—such as "Analyze Images" in ChatGPT (OpenAI).
You’re connected!
Zapier seamlessly connects Xero and ChatGPT (OpenAI), 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
Message
Image
Required
Max Tokens
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text to Be Analyzed
Required
Info_1
Max Tokens
Model
Required
Temperature
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Moderation Model
Required
Text to be classified
Images to Moderate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Model
Required
User Message
Required
Instructions
Info_2
Use Prompt Template
Images
File_clarification
Files
Max Tokens
Tool Choice
Parallel Tool Calls
Max Tool Calls
Tools
Response Format
Advanced_warning
Memory Key
Prompt Cache Key
Safety Identifier
Metadata
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Image
Required
Mask
Prompt
Required
Model
End user ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Prompt
Required
Model
Duration (seconds)
Resolution
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Unstructured Text
Required
Model
Required
Description
Required
Values to Extract
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info_1
Info_2
Model
Required
Prompt
Required
Temperature
Maximum Length
Stop Sequences
Top P
Frequency Penalty
Presence Penalty
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info_1
Info_2
Model
Required
Text
Required
Voice
Required
Response_format
Speed
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Recipient Name
Required
Recipient Email
Required
From Name
Required
Email Prompt
Required
Tone
Required
Body Type
Required
Info_3
Model
Required
Max Tokens
Temperature
Top P
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Response ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Query
Required
Documents
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Xero and ChatGPT (OpenAI) with AI agents and code
Beyond Zap workflows. Call Xero and ChatGPT (OpenAI) 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 Xero and ChatGPT (OpenAI) actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Items to Existing Sales Invoice
Analyze Images
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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
Practical ways you can use Xero and ChatGPT (OpenAI)
Generate financial insights from text
When overviewing financial summaries or forecasts, use ChatGPT to extract key insights or perform sentiment analysis. Then, send those observations to Xero for accurate categorization, improving decision-making efficiency and business understanding.
Marketers can upload raw text data from emails or proposals into ChatGPT to classify content into categories like 'Ad Spend' or 'Event Budget.' The categorized data is then sent to Xero to update expense tracking records automatically, ensuring marketing budgets stay accurate and clear.
Learn how to automate ChatGPT (OpenAI) on the Zapier blog
Make work flow with AI
Level up your Xero to ChatGPT (OpenAI) integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Xero + ChatGPT (OpenAI) integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Xero and ChatGPT (OpenAI)
Can I automate invoice creation in Xero using ChatGPT?
Yes, with our integration, you can automate the creation of invoices in Xero by setting triggers based on specific keywords or phrases identified during your interactions with ChatGPT. Once these triggers are activated, a draft invoice will be automatically generated in Xero.
How can ChatGPT update contact details in Xero?
Through our integration, you can set actions that allow ChatGPT to update contact information within Xero. When prompted by specific dialogue triggers, the tool can edit or add contact details directly into your Xero account.
Is it possible to automate transaction coding in Xero via ChatGPT?
Yes, we enable automation of transaction coding through dialogue triggers within ChatGPT. When transactions are discussed that match certain criteria, specific expense accounts or tracking categories in Xero can be automatically applied.
Can I send reminders for unpaid invoices using ChatGPT and Xero together?
Absolutely! Our integration allows you to utilize triggers for overdue invoice mentions in your conversations with ChatGPT. Once triggered, personalized reminder emails can be sent to customers directly from within Xero.
Does the integration support multi-currency transactions?
Yes, our system supports multi-currency transactions when integrating with Xero. You can engage ChatGPT regarding any currency-related financial data and the correct information will be processed and entered into your Xero records accordingly.
How secure is the data shared between ChatGPT and Xero?
Security is a top priority for us. The integration ensures all data transferred between ChatGPT and Xero is encrypted and complies with industry-standard security protocols to protect your sensitive information.
What kind of customer support is available for issues with the integration?
We offer 24/7 customer support through multiple channels including email and live chat to assist with any technical issues or questions regarding the integration between ChatGPT and Xero.
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.
