Xero

Xero Integrations

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Xero Integration Details
Premium

Launched on Zapier April 11, 2012

Use Xero with Zapier to take the repetitive, manual tasks out of accounting work. When events happen in other apps—like new orders created in Stripe—Zapier can automatically create invoices and update customer info in Xero. And when there are new bills or payments in Xero, you can set up Zapier integrations to send out emails, update your CRM, or perform thousands of other actions within the 1,000+ supported apps.

Here are some creative ways to use Xero with Zapier:

  • Save hours by putting invoice creation on autopilot. Use Zapier to create Xero invoices when new payments are received in Stripe or PayPal or when leads reach a particular stage in Pipedrive.
  • Help your team stay in the loop by sending a monthly, weekly, or daily digest of Xero sales invoices through Gmail or Slack.
  • Use Zapier to connect Typeform, Google Forms, or other form apps to Xero, and automatically create contacts when someone submits a form entry.

Zapier combines Triggers (like "New Bill") and Actions (like "Create/Update Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Xero Triggers, Searches, and Actions are supported by Zapier:

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

Create Bill

Creates a new bill (Accounts Payable).

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

Create Payment

Applies a payment to an invoice.

Create Credit Note

Creates a new credit note for a contact.

Create Purchase Order

Creates a new purchase order for a contact.

New Bill

Triggered when you add a new bill. (Accounts Payable)

New Contact

Triggered when you add a new contact.

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

New Payment

Triggered when you receive a new payment.

New Expense Claim Receipt

Triggered when you add a new draft expense claim receipt.

Find Contact

Finds an existing contact by Name or Account Number.

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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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