• Xero logoXero logo
  • Streak logoStreak logo

Xero + Streak Integrations

How to connect Xero + Streak

Zapier lets you send info between Xero and Streak automatically—no code required.

When this happens...
automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
  • Xero triggers, actions, and search
    New Bank Transaction
    Triggers when a new bank transaction is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Bill
    Triggers when you add a new bill. (Accounts Payable)
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Payment
    Triggers when you receive a new payment.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Purchase Order
    Triggers when a new purchase order is created or enters a status for the first time.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Quote
    Triggers when a new quote is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Expense Claim Receipt
    Triggers when you add a new draft expense claim receipt.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Sales Invoice
    Triggers when you add a new sales invoice. (Accounts Receivable)
    Trigger
    Scheduled
  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

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

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

  • Streak

    Triggers when a Box is moved between Pipelines.

    Instant

    Trigger

  • Streak

    Triggers when a box changes Stage.

    Instant

    Trigger

  • Streak

    Triggers when a Field on a Box is updated.

    Instant

    Trigger

  • Streak

    Triggers when the counter for emails received on a box changes.

    Instant

    Trigger

  • Streak

    Triggers when a Comment is made on a Box in a Pipeline.

    Instant

    Trigger

  • Streak

    Triggered when a contact is updated.

    Instant

    Trigger

  • Streak

    Triggered when a new box is created.

    Instant

    Trigger

  • Streak

    Triggered when a new contact is created.

    Instant

    Trigger

  • Streak

    Triggers when a Task is completed.

    Instant

    Trigger

  • Streak

    Triggers when a Task is created.

    Instant

    Trigger

  • Streak

    Triggers when a Task becomes due, but it not yet completed.

    Instant

    Trigger

  • Streak

    Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.

    Scheduled

    Action

  • Streak

    Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.

    Scheduled

    Action

  • Streak

    Create a new box.

    Scheduled

    Action

  • Streak

    Create a comment on a box.

    Scheduled

    Action

  • Streak

    Create a new Task on a Box.

    Scheduled

    Action

  • Streak

    Edit fields, stage, assigned to, name and notes on an existing box.

    Scheduled

    Action

  • Streak

    Edit a task by providing box key and task text or by providing a task key.

    Scheduled

    Action

  • Streak

    Retrieve a file by providing the file key.

    Scheduled

    Action

  • Streak

    Gets a full unified thread given a thread key.

    Scheduled

    Action

  • Streak

    Link multiple boxes together.

    Scheduled

    Action

  • Streak

    Create a new Meeting or Call Log on a box.

    Scheduled

    Action

  • Streak

    Update a contact by providing a contact key.

    Scheduled

    Action

  • Streak

    Find a box by name, key, or fuzzy query.

    Scheduled

    Action

  • Streak

    Searches for an existing contact by contact key, box key, or other information (like email address).

    Scheduled

    Action

  • Streak

    Searches for an existing organization.

    Scheduled

    Action

  • Streak

    Find or Create Box

    Scheduled

    Action

  • Streak

    Find or Create Box

    Scheduled

    Action

How Xero + Streak Integrations Work

  1. Step 1: Authenticate Xero and Streak.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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.

Related categories

Similar apps

QuickBooks Online integrations

QuickBooks Online

Accounting
FreeAgent integrations

FreeAgent

Accounting
Wave integrations

Wave

Accounting
streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn more

Similar apps

Google Contacts integrations

Google Contacts

Contact Management, Google
Zoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Insightly integrations

Insightly

CRM (Customer Relationship Management)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy