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How Zapier works

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

Select a trigger from Cloudbeds

A trigger is an event that starts your Zap and runs the workflow. For example, with Cloudbeds, a trigger could be "New Cancelled Guest."
A trigger is the event that kicks off your automated workflow.

Setup an action from Xero

An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cloudbeds to Xero

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Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

Level up your Cloudbeds to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Cloudbeds + Xero integrations

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

How do I connect my Cloudbeds account to Xero?

To connect your Cloudbeds account to Xero, you'll first need to create a Zap using our platform. In the Zap editor, choose 'Cloudbeds' as your trigger app and authenticate your account. Then, select 'Xero' as your action app and sign in to authorize access. Follow the prompts to map the data fields you wish to sync between systems.

What triggers are available for Cloudbeds in relation to Xero integration?

Currently, you can set up triggers for new bookings, modified reservations, and new payments in Cloudbeds. Once a trigger is activated, it can prompt actions like creating invoices or updating contacts in Xero automatically.

Can I sync my inventory levels from Cloudbeds to Xero?

Our integration allows you to automate inventory adjustments in Xero whenever there's a change in stock levels within Coudbeds. This helps maintain accurate product availability records across both platforms.

What kind of actions can be automated in Xero using this integration?

Once a trigger from Cloudbeds is detected, you can automate several actions in Xero such as creating invoices for new bookings or updating customer details when their reservation information changes.

How often is data synced between Cloudbeds and Xero?

Data between Cloudbeds and Xero is synced as soon as a triggering event occurs. For instance, a new booking in Cloudbeds will immediately prompt an invoice creation or update in Xero.

Is it possible to update customer contact information from Cloudbeds into Xero?

Yes, changes made to customer contact information in Cloudbeds can be set as triggers that update the respective contacts automatically within your Xero account.

What should I do if the integration between Cloudbeds and Xero isn't working properly?

If you experience issues with the integration not functioning correctly, we recommend checking your Zap history for any errors or disconnections first. Ensure that both apps are connected properly and that all fields are mapped accurately. If the problem persists, reach out for support through our help channels.

Connect Cloudbeds 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.

  • Cloudbeds triggers, actions, and search
    New Checked-Out Guest

    Triggers when a guest is checked out.

    Trigger
    Scheduled
    Try It
  • Cloudbeds triggers, actions, and search
    New In-House Guest

    Triggers when a guest status is marked as in-house.

    Trigger
    Scheduled
    Try It
  • Cloudbeds triggers, actions, and search
    New Transaction

    Triggers when a new transaction (credit or debit) is posted.

    Trigger
    Scheduled
    Try It
    • Organization
      Required
    Trigger
    Scheduled
    Try It

Learn how to automate Cloudbeds on the Zapier blog

Learn how to automate Xero on the Zapier blog

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cloudbeds logo
About Cloudbeds
Cloudbeds is a hospitality management software platform with a property management system (PMS), channel manager, and booking engine.
Learn more
Related categories
  • Scheduling & Booking
xero logo
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.
Learn moreHelp
Related categories
  • Accounting
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