Xero automations — Finance

Ready-made scenarios where Xero works for you (finance): pick one — a copy appears in your account and runs on its own.

364 scenarios

Deleted payments in stripe — Running apis in Xero
New cards in Trello — Invoices in Xero
Updated deals in Pipedrive — Invoices in Xero
New runs in GitHub — Invoices in Xero
Starting soon: events in googleCalendar — Invoices in Xero
New form responses in JotForm — Quote drafts in xero
New blogs in shopify — Updating invoices in Xero
New subscriptions in WooCommerce — Running apis in Xero
New form responses in JotForm — Invoices in Xero
New workflows in n8n — Invoices in Xero
Deleted bookings in Acuity Scheduling — Updating invoices in Xero
Updated folders in Google Drive — Invoices in Xero
New messages in clickUp — Invoices in Xero
Found: form responses in wufoo — Sending invoices in Xero
Cancelled: subscriptions in chargebee — Updating contacts in Xero
New lists in Affinity — Finding contacts in Xero
Deleted subscribers in mailerLite — Finding contacts in Xero
New bookings in Acuity Scheduling — Quote drafts in xero
Sales from Stripe flow into Xero
Cancelled: subscriptions in gumroad — Invoices in Xero
Updated fields in Salesforce — Finding contacts in Xero
Updated fields in Salesforce — Quote drafts in xero
Updated bookings in Acuity Scheduling — Invoices in Xero
Documents from storage sent to accounting
New companies in Copper — Finding contacts in Xero
On a schedule — Finding contacts in Xero
New orders in WooCommerce — Finding payments in Xero
New projects in GitHub — Quote drafts in xero
New lists in Affinity — Quote drafts in xero
Updated invoices in Chargebee — Finding payments in Xero
Check-in: attendees in eventbrite — Finding contacts in Xero
New SMS in Twilio — Invoices in Xero
New messages in slack — Sending invoices in Xero
New products in WooCommerce — Finding records in Xero
New channels in Slack — Invoices in Xero
Buyers from Stripe land in Xero
Cancelled: subscriptions in chargebee — Contacts in Xero
New projects in Clockify — Finding contacts in Xero
Updated companies in Copper — Finding contacts in Xero
New requests in gitlab — Invoices in Xero
Updated payments in Stripe — Running apis in Xero
Updated tasks in Asana — Sending invoices in Xero
New orders in Acuity Scheduling — Invoices in Xero
New companies in Copper — Invoices in Xero
New disputes in stripe — Contacts in Xero
Updated invoices in Chargebee — Finding contacts in Xero
Updated conversations in helpScout — Invoices in Xero
New customers in Clockify — Invoices in Xero
Updated cards in Trello — Quote drafts in xero
Updated disputes in stripe — Contacts in Xero
New memberships in github — Invoices in Xero
New users in Salesforce — Invoices in Xero
New bookings in Acuity Scheduling — Finding payments in Xero
Cancelled: subscriptions in chargebee — Running apis in Xero
A Xero invoice for every new Onfleet delivery
Updated transactions in Chargebee — Finding payments in Xero
Updated leads in salesforce — Invoices in Xero
New plans in stripe — Invoices in Xero
New projects in Asana — Invoices in Xero
Shopify sales land in Xero
Updated orders in Acuity Scheduling — Running apis in Xero
Updated invoices in Invoice Ninja — Updating invoices in Xero
Found: form responses in wufoo — Invoices in Xero
Updated sessions in stripe — Running apis in Xero
Updated projects in jira — Invoices in Xero
Updated tasks in clickUp — Finding contacts in Xero
New action sequences in keap — Invoices in Xero
Updated form responses in Onfleet — Finding contacts in Xero
New events in googleCalendar — Invoices in Xero
New conversations in microsoftTeams — Sending invoices in Xero
New transcriptions in twilio — Finding contacts in Xero
Failed: payments in chargebee — Contacts in Xero
Updated payments in Chargebee — Quote drafts in xero
New orders in Shopify — Running apis in Xero
New cards in Trello — Sending invoices in Xero
New time entries in Clockify — Running apis in Xero
New calls in twilio — Invoices in Xero
New contacts in Autopilot — Updating invoices in Xero
Updated workflows in n8n — Finding contacts in Xero
Updated customers in Chargebee — Invoices in Xero
New fields in affinity — Invoices in Xero
Updated fields in Salesforce — Updating invoices in Xero
New tasks in ClickUp — Quote drafts in xero
Cancelled: subscriptions in chargebee — Invoices in Xero
New tags in trello — Invoices in Xero
New invoices in Chargebee — Finding contacts in Xero
Updated orders in Webflow — Invoices in Xero
New audiences in mailchimp — Invoices in Xero
New attendees in eventbrite — Invoices in Xero
New tags in trello — Sending invoices in Xero
Deleted subscriptions in Stripe — Running apis in Xero
New push notifications in customerIo — Invoices in Xero
Form responses become contacts in Xero
Deleted records in Affinity — Invoices in Xero
Found: form responses in wufoo — Finding contacts in Xero
New events in Google Calendar — Invoices in Xero
Payments become CRM contacts
A paid order in Shopify becomes an invoice in Xero
New leads in LoneScale — Quote drafts in xero
Updated subscriptions in Stripe — Updating contacts in Xero