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Xero

Adding automation to your business-critical Xero workflows can help reduce the human errors that can come from manually moving important financial information from one app to another.

Try these Xero automation ideas

5 ways to use the Zapier Xero integration

Set up this Zap to streamline your invoicing workflows. Once this integration is active, simply add data to a new row in a specified Google Sheets spreadsheet and a Xero invoice will be generated automatically. Manage your invoices without ever leaving Google Sheets! 

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

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.

Triggers when a new bank transaction is created.

New Bank Transaction

Triggers when you add a new bill. (Accounts Payable).

New Bill

New Contact

Triggers when a new credit note is created.

New Credit Note

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

New Report

Triggers when a sales invoice is overdue by a specified number of days.

Overdue Sales Invoice

New Payment

Triggers when a new project is created.  May not trigger if there are more than 500 projects.

New Project

Triggers when a new purchase order is created or enters a status for the first time.

New Purchase Order

New Quote

Triggers when you add a new draft expense claim receipt.

New Expense Claim Receipt

Triggers when a payment is reconciled for the first time.

New Reconciled Payment

Triggers when you add a new sales invoice. (Accounts Receivable).

New Sales Invoice

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a contact is created or updated.

New or Updated Contact

Updated Invoice

Triggers when a Sales Invoice is updated.

Updated Sales Invoice

Triggers when a quote is created or updated.

Updated Quote

Finds a contact by name or account number.

Find Contact

Find Purchase Order

Find Invoice

Returns a list of History Records for a given Invoice ID.

Get Invoice History

Find Item

Find or Create Contact

Find or Create Item

Adds line items to an existing sales invoice.

Add Items to Existing Sales Invoice

Add a note which will appear in the invoice history.

Add Note to Invoice

Creates or updates one or more stock items.

Add or Update Stock Items

Allocate Credit Note to Invoice

Creates a new Spend/Receive Money bank transaction.

Create Bank Transaction

Transfers money between two bank accounts.

Create Bank Transfer

Creates a new contact or updates a contact if a contact already exists.

Create/Update Contact

Create New Quote Draft

Create Credit Note

Send Sales Invoice by Email

Create Inventory Item

Create Bill

Creates a new sales invoice (Accounts Receivable).

Create Sales Invoice

Create Payment

Create Project

Creates a new purchase order for a contact.

Create Purchase Order

Creates a template that generates regular invoices.

Create Repeating Sales Invoice

Update Purchase Order

Updates existing sales invoice (Accounts Receivable).

Update Sales Invoice

Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.

Upload Attachment

Create Xero invoices from new Google Sheets rows

Automatically created paid invoices in Xero when your Stripe customers are charged with this Stripe Xero integration. After you set up this integration, every time there is a new Stripe charge, a new Xero invoice is created. It's automatic accounting at its best.

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

Stripe

Triggers when a subscription is canceled (by a subscriber or due to end of billing period).

Canceled Subscription

Triggers when a checkout session is completed.

Checkout Session Completed

Failed Payment

Invoice Payment Failed

New Charge

New Customer

Triggers when a customer disputes a charge.

New Dispute

Triggers when a customer is signed up for a new plan.

New Subscription

Triggers when a new event like a dispute, subscription, or transfer is added.

New Event

Triggers when a new invoice is created (supports line items).

New Invoice

Triggers when a new invoice item is created.

New Invoice Item

Triggers on a new invoice. You can filter based on the invoice's status. (supports line items)

Triggers when a new payment is completed.

Triggers when a new payment link is created.

New Payment Link

Triggers when a charge is refunded, including partial refunds.

New Refund

Triggers when a customer subscription has changed.

Updated Subscription

Finds the account balance for your stripe account

Find Account Balance

Finds an existing charge by its Stripe ID.

Find Charge

Finds an existing customer by their Stripe ID or email address.

Find Customer

Finds an existing invoice by its Stripe ID.

Finds an existing payment intent by its Stripe ID.

Find Payment

Find Subscription

Cancel Subscription

Confirms an existing payment, also known as a PaymentIntent.

Confirm Payment

Create Customer

Create Invoice

Creates a new payment, also known as a PaymentIntent.

Create Payment Link

Create Price

Create Product

Create Subscription

Deactivate Payment Link

Update Customer

Create Xero invoices for new Stripe payments

If you manage your online store with WooCommerce and your books with Xero, this integration is here to make the two systems work in harmony. Each time you make a sale with WooCommerce, an invoice will be automatically generated for you in Xero. 

WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.

WooCommerce

Triggers when any Booking is created, updated, deleted, etc. WooCommerce Bookings must be installed and enabled.

Booking

Triggers when any Coupon is created, updated, deleted, etc. Coupon functionality must be enabled.

Coupon

Triggers when any Customer is created, updated, deleted, etc.

Customer

Triggers when any Membership Plan is created, updated, deleted, etc. WooCommerce Memberships must be installed and enabled.

Membership Plan

Triggers when any Order is created, updated, deleted, etc.

Order

Triggers when any Order is created, updated, deleted, etc. Creates a separate task for each line item in an Order.

Line Item in an Order

Triggers when an Order Note is created or deleted.

Order Note

Triggers when any Product or Variation is created, updated, deleted, etc.

Product

Triggers when any Subscription is created, updated, deleted, etc. WooCommerce Subscriptions must be installed and enabled.

5 ways to use the Zapier Xero integration

Try these Xero automation ideas

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