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.
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 IntegrationsIf 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.
It's easy to connect Xero + Slack without coding knowledge. Start creating your own business flow.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Triggers upon creation of a new #channel.
Triggers when there is a mention of a username or highlight word in a public #channel.
Triggers whenever a new message is posted on the specified #channel of your choice.
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
Triggers when you star a message.
Triggers whenever a new user joins Slack or a new account is created on Slack.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
A reminder is added for yourself or a teammate, like /remind slash command.
Creates a new channel.
A new message is posted to your chosen #channel.
Send a direct message to a user or yourself through the Slackbot.
A new message is posted to your chosen private channel.
Sets the topic on a specific channel.
Updates your Slack status to the specified text & emoji.
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(10 seconds)
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(2 minutes)
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 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.
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.
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.