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Integrate Xero with Plaid

Appy Pie Connect allows you to automate multiple workflows between Xero and Plaid

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  • Lightning Fast Setup
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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.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Xero + Plaid

  • Xero Integration Gmail Integration

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
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    When this happens...
    Xero Integration New Payment
     
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    Gmail Integration Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • Xero Integration Slack Integration

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
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    When this happens...
    Xero Integration New Sales Invoice
     
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    Slack Integration Send Channel Message

    If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).

    Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • Xero Integration Google Sheets Integration

    Xero + Google Sheets

    Add rows to Google Sheets for new Xero payments Read More...
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    When this happens...
    Xero Integration New Payment
     
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    Google Sheets Integration Create Spreadsheet Row
    Do you want to be sure you don't miss any payments? With this Connect flow, you can create a payments database in Google Sheets that keeps track of all your Xero payments in one place that's easy to read and search.
    How This Integration Works
    • When your receive a new payment
    • Appy Pie Connect adds a new row to a specific Google Sheets.
    What You Need
    • Xero account
    • Google Sheets account
  • Xero Integration Gmail Integration

    Xero + Gmail

    Create Draft to Gmail from New Bill in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Gmail Integration Create Draft
  • Xero Integration Gmail Integration

    Xero + Gmail

    Send Email in Gmail when New Bill is created in Xero Read More...
    Close
    When this happens...
    Xero Integration New Bill
     
    Then do this...
    Gmail Integration Send Email
  • Xero Integration {{item.actionAppName}} Integration

    Xero + {{item.actionAppName}}

    {{item.message}} Read More...
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    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Xero + Plaid in easier way

It's easy to connect Xero + Plaid without coding knowledge. Start creating your own business flow.

    Triggers
  • 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)

  • New Item

    Triggers when a new item is created.

    Actions
  • 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.

  • Create payment recipient

    Create a new payment recipient

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Xero & Plaid Integrations Work

  1. Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Plaid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Xero to Plaid.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.