Integrate Xero with Slack
Appy Pie Connect allows you to automate multiple workflows between Xero and Slack
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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 Slack
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.
Slack IntegrationsLooking for the Slack Alternatives? Here is the list of top Slack Alternatives
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Microsoft Teams
Best ways to Integrate Xero + Slack
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When this happens...
New Sales Invoice
Then do this...
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
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When this happens...
New Bill
Then do this...
Send Direct Message
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When this happens...
New Bill
Then do this...
Send Channel Message
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When this happens...
New Bill
Then do this...
Add Reminder
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When this happens...
New Bill
Then do this...
Set Channel Topic
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Xero + Slack without coding knowledge. Start creating your own business flow.
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New Bill
Triggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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New Channel
Triggers upon creation of a new #channel.
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New Mention
Triggers when there is a mention of a username or highlight word in a public #channel.
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New Message Posted to Channel
Triggers whenever a new message is posted on the specified #channel of your choice.
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New Message Posted to Private Channel
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
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New Starred Message
Triggers when you star a message.
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New User
Triggers whenever a new user joins Slack or a new account is created on Slack.
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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Add Reminder
A reminder is added for yourself or a teammate, like /remind slash command.
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Create Channel
Creates a new channel.
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Send Channel Message
A new message is posted to your chosen #channel.
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Send Direct Message
Send a direct message to a user or yourself through the Slackbot.
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Send Private Channel Message
A new message is posted to your chosen private channel.
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Set Channel Topic
Sets the topic on a specific channel.
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Set Status
Updates your Slack status to the specified text & emoji.
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How Xero & Slack Integrations Work
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Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Slack as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Xero to Slack.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Xero and Slack
Xero?
Xero is an accountancy software that is used to manage a business’s accounting needs. It is cloud-based accounting software that helps you manage all your financial accounts in one place. You can track sales, expenses, taxes and profits of your company with this software (Steinberg, 2017.
Slack?
Slack is a cloud-based communication and cplaboration platform created by Stewart Butterfield in 2013. It allows users to communicate by video, voice chat, and instant messaging. It also allows the users to integrate with third party applications such as Google Drive, Dropbox, GitHub, Twitter and Dropbox (Steinberg, 2017.
Integration of Xero and Slack
The integration of Slack and Xero allows the users to improve their efficiency in accounting. With this integration, users will be able to send invoices to the clients directly from Slack. This is a great feature for freelancers as they do not have to go through a lengthy process of sending invoices to clients and waiting for payments. They can just initiate the invoice directly from Slack and after that, they can jump back to their work. With this feature, payments are made more quickly because the invoice and its corresponding payment has been initiated via Slack. Also, it also reduces the risk of losing important documents or receipts as there is now a centralised location for them. For example, if you forgot a receipt for your clients at your home, you can just search for it on your Slack app instead of looking for it in your house. This saves time and effort of the users (Struzzi & Guiliana, 2018.
Benefits of Integration of Xero and Slack
This integration has many benefits for both users and companies. It makes accounting easier for the users because they do not need to memorise long passwords or remember where they have saved their important files or receipts. They can just access them online when they need them. It also speeds up the process of invoicing and increases efficiency of the invoicing process. It also helps users better communicate with their clients by integrating with different platforms like Google Hangouts (Struzzi & Guiliana, 2018.
Overall, the integration of Slack and Xero helps improve the efficiency of the accounting process in companies. It makes accounting easy for the users because they can access their files online from anywhere. The integration also speeds up the process of invoicing and makes it easier for customers to pay invoices. The combination of these two cloud-based products provides a more user-friendly experience for accounting software users.
The process to integrate Xero and Slack 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.
