Integrate Slack with Xero
Appy Pie Connect allows you to automate multiple workflows between Slack and Xero
- No code
- No Credit Card
- Lightning Fast Setup
Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.
About Xero
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Xero IntegrationsBest ways to Integrate Slack + Xero
-
When this happens...
New Starred Message
Then do this...
Create Sales Invoice
-
When this happens...
New Starred Message
Then do this...
Create Bill
-
When this happens...
New Starred Message
Then do this...
Create Purchase Order
-
When this happens...
New Starred Message
Then do this...
Create/Update Contact
-
When this happens...
New Starred Message
Then do this...
Create Payment
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Slack + Xero without coding knowledge. Start creating your own business flow.
-
New Channel
Triggers upon creation of a new #channel.
-
New Mention
Triggers when there is a mention of a username or highlight word in a public #channel.
-
New Message Posted to Channel
Triggers whenever a new message is posted on the specified #channel of your choice.
-
New Message Posted to Private Channel
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
-
New Starred Message
Triggers when you star a message.
-
New User
Triggers whenever a new user joins Slack or a new account is created on Slack.
-
New Bill
Triggered when you add a new bill. (Accounts Payable)
-
New Contact
Triggered when you add a new contact.
-
New Payment
Triggered when you receive a new payment.
-
New Quote
Triggered when a new quote is created.
-
New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
-
Add Reminder
A reminder is added for yourself or a teammate, like /remind slash command.
-
Create Channel
Creates a new channel.
-
Send Channel Message
A new message is posted to your chosen #channel.
-
Send Direct Message
Send a direct message to a user or yourself through the Slackbot.
-
Send Private Channel Message
A new message is posted to your chosen private channel.
-
Set Channel Topic
Sets the topic on a specific channel.
-
Set Status
Updates your Slack status to the specified text & emoji.
-
Create Bank Transfer
Transfers money between two bank accounts.
-
Create Bill
Creates a new bill (Accounts Payable).
-
Create Credit Note
Creates a new credit note for a contact.
-
Create New Quote Draft
Creates a new quote draft.
-
Create Payment
Applies a payment to an invoice.
-
Create Purchase Order
Creates a new purchase order for a contact.
-
Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
-
Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
-
Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
Compliance Certifications and Memberships
Highly rated by thousands of customers all over the world
We’ve been featured on
How Slack & Xero Integrations Work
-
Step 1: Choose Slack as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Xero as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Slack to Xero.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Slack and Xero
Slack
Slack is an online communication software which integrates all your workplace communication into one centralized application, including online office messaging, archiving, file storage and cloud-based voice and video chat. Slack is free for teams of up to 10 people. After that, it’s $6.67 per person per month.
Xero
Xero is a cloud accounting software designed specifically for small businesses. It’s used by over 750,000 customers in 190 countries and has more than 1 million paying users.
Integration of Slack and Xero
Here, we will explain how to integrate Slack and Xero in order to get the most out of both applications.
- Add the Xero bot to Slack
Go to slack, click on ‘Slash Commands’ and then on ‘Manage Apps’. Here, search for ‘Xero’. Then click on ‘Add Configuration’ and select a channel you want to receive notifications from. When you’re done, click on ‘Done’. You are now able to start chatting with the bot!
- Connect Xero and Slack
To connect Slack and Xero, go to Slack and go to ‘Apps & Integrations’ > ‘Connected Apps’ > Xero. Then click on ‘Connect To Xero’. You will see some information about the integration such as your API key, which you need for further configuration of your app. Click on ‘Save Integration’ and you are now ready to use both apps!
- Configure Slack
When you want to get notifications from Slack, you need a specific slash command in the format /xero <command>. In this example, we will add slash commands for a customer invoice payment. /xero pay <invoice amount> <customer name> <customer invoice number>. The bot will automatically send a notification to the designated channel. If you want to configure other slash commands, simply return to the integration page and activate the options you want. For example, you can set up a slash command to view a customer’s account balance. /xero account balance <customer name>.
- Configure Xero Invoices for Slack
In order for Slack notifications to be displayed correctly, you have to make sure that your company details are correct in Xero. Please fplow these steps:
Go to ‘Settings’ → ‘Company Details’ → ‘Company logo’. Add logo image from upload or URL. Change the Company Name if necessary Go to ‘Settings’ → ‘Company Details’ → ‘About Us’. Change the Company Description if necessary Go to ‘Settings’ → ‘Company Details’ → ‘Contact Details’. Change the Company Address if necessary Go to ‘Settings’ → ‘Company Details’ → ‘Email Reports’. Select either ‘Automatically create reports when invoices are created’ or leave it at the default settings (no email reports. Click on ‘Save’ when done. Go to ‘Settings’ → ‘Preferences’ → ‘Notifications’. Check the box next to “Send me a notification” and make sure that the option below is selected. “Notify me whenever a new comment is posted on my activity feed items or documents I am mentioned in”. Click on Save when done. Go back to the main screen and click on Show More Info in the top right corner. You will see some information about your company logo, about us text and email report settings. Click on Edit icon next to company logo and edit your company logo again (steps 1-5. Click on Edit icon next to about us text and edit your about us text again (steps 2-5. Click on Edit icon next to email reporting settings and check the box next to email reports (steps 3-6. Click on Save when done. Go back to the main screen and click on Show More Info in the top right corner one more time (steps 7-8. You will see some information about your company logo, about us text and email report settings one more time. Click on Edit icon next to company logo one more time (steps 1-6. Click on Save when done. Go back to the main screen and click on Show More Info in the top right corner one more time (steps 1-2. You will see some information about your company logo , about us text and email report settings one more time. Click on Edit icon next to about us text one more time (steps 2-5. Click on Save when done. Go back to the main screen and click on Show More Info in the top right corner one more time (steps 1-2. You will see some information about your company logo , about us text and email report settings one more time. Click on Edit icon next to email reporting settings one more time (steps 3-8. Check the box next to email reports one more time (steps 4-8. Click on Save when done. Now you are ready to use Xero and Slack together! Good luck!
The process to integrate Slack and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
