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Zapier makes it easy to integrate Xero with WhatsApp Notifications - no code necessary. See how you can get setup in minutes.
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Xero
Xero
1. Choose trigger event
WhatsApp Notifications
WhatsApp Notifications
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 "Send Message" in WhatsApp Notifications.
You’re connected!
Zapier seamlessly connects Xero and WhatsApp Notifications, 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 Xero and WhatsApp Notifications with AI agents and code
Beyond Zap workflows. Call Xero and WhatsApp Notifications 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 WhatsApp Notifications 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
Send Message
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 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 Xero and WhatsApp Notifications
Receive WhatsApp alerts for overdue invoices
Stay on top of overdue payments effortlessly. When a sales invoice becomes overdue in Xero by a specified number of days, Zapier sends you a WhatsApp notification. This ensures immediate awareness, prompting quicker follow-up actions and reducing potential delays in cash flow.
Don't miss a beat on new revenue. When a new sales invoice is created in Xero, Zapier sends a WhatsApp notification to notify sales ops of the transaction. This workflow keeps everyone updated and streamlines tracking for performance metrics.
Learn how to automate WhatsApp Notifications on the Zapier blog
Make work flow with AI
Level up your Xero to WhatsApp Notifications integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Xero + WhatsApp Notifications integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Xero and WhatsApp Notifications
How do I integrate Xero with WhatsApp Notifications?
You can integrate Xero with WhatsApp Notifications using a third-party service that supports workflow automation. You'll need to create triggers based on specific events in Xero, such as a new invoice or a payment received, and set up corresponding actions that send notifications through WhatsApp.
What kind of events in Xero can trigger WhatsApp notifications?
Events such as creation of a new invoice, receipt of payment, or changes to contact information in Xero can be configured as triggers for sending notifications via WhatsApp.
Can I customize the content of the WhatsApp messages sent from Xero?
Yes, you can customize the content of the messages. When setting up the automation, you can define what information from Xero is included in the WhatsApp notification to ensure it meets your needs.
Is it possible to send bulk messages through this integration when multiple transactions occur?
While individual transactions typically trigger separate notifications, you can configure bulk messaging by aggregating data within your automation tool before sending out a single summarized notification on WhatsApp.
Will this integration work if my clients don't have WhatsApp installed?
No, for the recipient to receive messages via this integration, they need to have WhatsApp installed on their device. Consider verifying their preferred communication mode before setting up notifications.
How often does the integration check for new data in Xero to trigger a notification?
The frequency of checking for new data depends on how you configure your automation tool. Typically, you can set it up at intervals ranging from a few minutes to once daily.
What happens if an error occurs while trying to send a notification on WhatsApp from Xero?
If there's an error during sending, we recommend checking both your automation setup and network connection. Most tools provide logs or alerts if an error occurs, helping identify and resolve issues promptly.
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.
