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Quickly connect Stax to Xero with a Zapier template.

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Create sales invoices in Xero for new Stax payments
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Stax + Xero
Create new Xero sales invoices for every new invoice in Stax
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Stax + Xero

Create sales invoices in Xero for new Stax payments

Premium

Stax + Xero

Create new Xero sales invoices for every new invoice in Stax

Premium

Stax + Xero

How Zapier works

Zapier makes it easy to integrate Stax with Xero - no code necessary. See how you can get setup in minutes.

Select a trigger from Stax

A trigger is an event that starts your Zap and runs the workflow. For example, with Stax, a trigger could be "New Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from Xero

An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Stax to Xero

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Stax to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Stax and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customer
Triggers when a new customer is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Scheduled Invoice
Triggers when a new scheduled invoice is created.
Trigger
Instant
Try It
Deleted Catalog Item
Triggers when a catalog item has been deleted.
Trigger
Instant
Try It
List Payment
Lists your Payments.
Trigger
Scheduled
Try It

Updated Dispute
Triggers when an existing dispute is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
Updated Catalog Item
Triggers when an existing catalog item has been updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It

Updated Payment
Triggers when a payment (transaction) is updated. Example, a payment is linked to a new customer. Note that a refund is considered a new transaction.
Trigger
Instant
Try It
- Customer Record
  Required
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Due Date
- Number of line items to populate
  Required
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Write
- Customer Record
  Required
- Schedule Type
  Required
- Start On
  Required
- Run Interval
  Required
- Schedule this many times
  Required
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Number of line items to populate
  Required
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Write
- The Item's unique identifier in the catalog
  Required
- Item Name
  Required
- Number in Stock
  Required
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Write
- Search by keyword
  Required
Action
Search
- Customer Record
  Required
Action
Search
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
- Customer Record
  Required
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Due Date
- Number of line items to populate
  Required
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Search or write
- Search by keyword
  Required
- Customer Record
  Required
- Schedule Type
  Required
- Start On
  Required
- Run Interval
  Required
- Schedule this many times
  Required
- Internal Memo
- Reference
- The amount of tax to collect
- The subtotal of all line items
  Required
- The grand total to charge for the invoice
  Required
- Number of line items to populate
  Required
- Line items will be populated by:
- Send this now to the customer's email?
- Optionally set a different date for this invoice, defaults to right now
Action
Search or write
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Project State
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Contact Name
  Required
- Account_number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Type
- Contact
  Required
- Date
Action
Write
- Organization
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
Action
Write
- Info
- Organization
  Required
- Invoice
- Contact
  Required
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Document ID or Number
  Required
- Amounts Are
Action
Write
- HTTP Method
  Required
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Organization
  Required
Action
Search
- Organization
  Required
- Invoice
Action
Search
- Organization
  Required
- Search_by
  Required
- Contact Name
  Required
- Account_number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

New Dispute
Triggers when a new dispute is created.
Trigger
Instant
Try It
New Catalog Item
Triggers when a new catalog item is created.
Trigger
Instant
Try It
New Payment
Triggers when a new payment (transaction) is posted to your account.
Trigger
Instant
Try It
Deleted Scheduled Invoice
Triggers when a scheduled invoice has been deleted.
Trigger
Instant
Try It
Updated Customer
Triggers when a an existing customer is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when a new invoice is updated. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
Updated Scheduled Invoice
Triggers when an existing scheduled invoice is updated. Examples: occurence dates changed, amount changes. Note that the API does not highlight which field(s) have updated.
Trigger
Instant
Try It
- First/Given Name
  Required
- Last/Family Name
  Required
- Email Address
  Required
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
- SMS Number
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
Action
Write
- Item Name
  Required
- Number in Stock
  Required
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Write
- The grand total to charge for the invoice
  Required
- Payment Method
  Required
- Invoice
- Create Pre-Authorization?
  Required
- First/Given Name
  Required
Action
Write
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
Action
Search
- Search by keyword
  Required
- First/Given Name
  Required
- Last/Family Name
  Required
- Email Address
  Required
- Allow Customer to Pay With Credit Card
- Company associated with this customer
- Phone Number
- SMS Number
- Street Address, Line 1
- Street Address, Line 2
- City
- State/Province
- Zip/Postal Code
- Country
- Reference
- Notes about Customer
Action
Search or write
- Search by keyword
  Required
- Item Name
  Required
- Number in Stock
  Required
- Item Code
- Base Price
- Category
- Item Details
- Is Active?
- Is Taxable?
- Is Discount?
- Is Percentage?
- Is Subscription?
- Is Service?
Action
Search or write
- Search by keyword
  Required
- The grand total to charge for the invoice
  Required
- Payment Method
  Required
- Invoice
- Create Pre-Authorization?
  Required
- First/Given Name
  Required
Action
Search or write
- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Status
- Type
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Invoice
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Invoice
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Invoice_type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Search or write

Learn how to automate Stax on the Zapier blog

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About Stax

Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need to grow.

Related categories

Payment Processing

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

Related categories

Accounting

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