Xero Integrations, Integrate Xero using AI Agents
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Gain full visibility into your prospects, opportunities, teams, accounts, campaigns, and contact activities by leveraging Xero integrations with Appy Pie Automate.
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Choose the app you want to Integrate with Xero
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Workday
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ADP
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Premium
Vend
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Zoom
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Premium
Amazon SQS
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Premium
Microsoft Dynamics 365 Business Central
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Microsoft Exchange
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Shippo
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Premium
MailChimp Ecommerce
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Etsy
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Basecamp Classic
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Xendit
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Deskpro
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Loyverse
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kanban Tool
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Basin
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Getform
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SendFox
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uProc
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StoryChief
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SMTP by Automate
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Netlify
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IMAP by Automate
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AWeber
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Arthur Online
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CheckMarket
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Customerly
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Chargebee
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Mixpanel
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MongoDB
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Nimble
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Acuity Scheduling
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Teachable
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OnceHub
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Snov.io
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Gravity Forms
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Box
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Daylite
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WordPress Quiz Maker
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Keap
Here is a list of Xero Triggers and Actions available for Xero integrations
Explore the various ways you can integrate with Xero and automate your workflow by leveraging these Triggers and Actions.
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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 purchase order
Triggered when a purchase order is created.
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Updated Contact
Triggered when you update an exiting contact.
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Updated Quote
Triggered when an exiting quote is updated.
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Updated Sales Invoice
Triggered when you update an exiting sales invoice. (Accounts Receivable)
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Updated purchase order
Triggered when an exiting purchase order is updated.
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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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Find Contact
Find a Contact by name or account number
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Find an Account
Find an Account
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Find an Invoice
Find an Invoice
How to Set Up Xero Integrations
Follow the steps below to start setting up your Xero integrations using Appy Pie Automate:
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![diagram]()
Step 1: Sign Up or Log In
Visit Appy Pie Automate and sign up or login if you already have an account.
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![diagram]()
Step 2: Select App
Select the Xero in the App directory and select your desired trigger event.
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![diagram]()
Step 3: Connect Account
Connect your Xero account & authenticate it.
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![diagram]()
Step 4: Trigger Ready
Your Xero is now set to connect with numerous supported apps on Appy Pie Automate.
Data flow diagram
Popular Templates for Xero Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Order to shippit from New Bill in Xero
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When this happens:
New Bill
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Then do this:
Create Order
Send Channel Message in Slack when New Payment is created in Xero
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When this happens:
New Payment
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Then do this:
Send Channel Message
Send Gmail emails whenever new payments are received in Xero
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When this happens:
New Payment
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Then do this:
Send Email
Create Task to GoHighLevel from New Contact in Xero
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When this happens:
New Contact
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Then do this:
Create Task
Create Label to Trello from New Quote in Xero
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When this happens:
New Quote
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Then do this:
Create Label
Post a message in Slack for every new invoice on Xero
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When this happens:
New Sales Invoice
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Then do this:
Send Channel Message
Send Channel Message in Slack when New Bill is created in Xero
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When this happens:
New Bill
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Then do this:
Send Channel Message
Update Record in Airtable when New Contact is created in Xero
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When this happens:
New Contact
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Then do this:
Update Record
Create Task to Todoist from New Bill in Xero
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When this happens:
New Bill
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Then do this:
Create Task
Upload File in Amazon S3 when New Bill is created in Xero
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When this happens:
New Bill
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Then do this:
Upload File
Submit Form in Gravity Forms when New Bill is created in Xero
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When this happens:
New Bill
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Then do this:
Submit Form
Create Record to Airtable from New Sales Invoice in Xero
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When this happens:
New Sales Invoice
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Then do this:
Create Record
Create Spreadsheet Row to Google Sheets from New Sales Invoice in Xero
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When this happens:
New Sales Invoice
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Then do this:
Create Spreadsheet Row
Create Order to ShipStation from New Sales Invoice in Xero
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When this happens:
New Sales Invoice
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Then do this:
Create Order
Add rows to Google Sheets for new Xero payments
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When this happens:
New Payment
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Then do this:
Create Spreadsheet Row
Update Spreadsheet Row in Google Sheets when New Bill is created in Xero
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When this happens:
New Bill
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Then do this:
Update Spreadsheet Row
Create Detailed Event to Google Calendar from New Bill in Xero
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When this happens:
New Bill
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Then do this:
Create Detailed Event
Quick Add Event in Google Calendar when New Bill is created in Xero
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When this happens:
New Bill
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Then do this:
Quick Add Event
Remove Label from Card in Trello when New Bill is created in Xero
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When this happens:
New Bill
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Then do this:
Remove Label from Card
Upload File in Google Drive when New Bill is created in Xero
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When this happens:
New Bill
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Then do this:
Upload File
Streamline Your Workflow with Appy Pie Automation
Xero Alternatives
Looking for alternatives to Xero? Here is a list of the top Xero alternatives.
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Zoho Books
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Wave
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QuickBooks Online
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Bonsai
Frequently Asked Questions
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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.
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When evaluating the security of Xero's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that Xero and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of Xero's integrations, ensuring a robust and protected environment.
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