Integrate Microsoft Office 365 with Xero to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Microsoft Office 365 with Xero - no code necessary. See how you can get setup in minutes.

Select a trigger from Microsoft Office 365

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Office 365, a trigger could be "Calendar Event Start."
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 Microsoft Office 365 to Xero

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

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Make work flow with AI

Level up your Microsoft Office 365 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 Microsoft Office 365 + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Xero

Our integration between Microsoft Office 365 and Xero allows you to automate workflows by setting up triggers and actions. For instance, when you receive a new email in Office 365, you can automatically create a new invoice in Xero.

While we don't directly sync calendar events from Office 365 to Xero, you can set up triggers for when a new event is created in your calendar that then create an action, like updating task details in another system that integrates with both platforms.

You can transfer data such as emails, contacts, and calendar events through our integrations. This usually involves setting triggers based on specific actions within Office 365 that prompt certain responses or updates in Xero.

Yes, it's possible. You can set up a trigger for specific actions or emails received in your Office 365 account that will prompt Xero to send an invoice automatically.

The range of triggers depends on what actions are available within your specific Office 365 setup. However, commonly used triggers include receipt of a new email, creation of a contact, or update of calendar events.

This is certainly feasible. By using our integration platform, you can create a trigger for when contact information is updated within Office 365 that will automatically update corresponding customer details in Xero.

We employ robust security measures, including encryption and secure data transfer protocols, ensuring that any information exchanged between Microsoft Office 365 and Xero remains secure throughout the process.

Connect Microsoft Office 365 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.

Connect Microsoft Office 365 and Xero to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Scheduled
    Try It
    • Calendar
    Trigger
    Scheduled
    Try It
    • Shared Inbox
    Trigger
    Scheduled
    Try It
  • Microsoft Office 365 triggers, actions, and search
    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Scheduled
    Try It
    • Contact Folder
    Trigger
    Scheduled
    Try It
    • Parent Folder
      Required
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Scheduled
    Try It
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Scheduled
    Try It

Learn how to automate Microsoft Office 365 on the Zapier blog

Automate Xero: get inspired on the Zapier blog

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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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    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.
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