Xero automations — Sales & Leads

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

630 scenarios

Updated tasks in Asana — Contacts in Xero
Due: cards in trello — Updating contacts in Xero
Deleted users in jira — Contacts in Xero
Updated notes in Affinity — Contacts in Xero
New forms in netlify — Finding contacts in Xero
Buyers from Stripe land in Xero
Website form submissions become contacts in Xero
New deals in Affinity — Updating contacts in Xero
Updated products in Stripe — Contacts in Xero
Updated deals in Affinity — Updating contacts in Xero
On a webhook call — Contacts in Xero
Form responses become contacts in Xero
Payments become CRM contacts
New records in Google Sheets — Finding contacts in Xero
New files in Google Drive — Updating contacts in Xero
Deleted subscribers in mailerLite — Updating contacts in Xero
Updated accounts in Salesforce — Updating contacts in Xero
New calls in twilio — Updating contacts in Xero
Deleted recipients in Lemlist — Contacts in Xero
New emails in Gmail — Contacts in Xero
Clicked: links in convertKit — Contacts in Xero
New emails in microsoftOutlook — Updating contacts in Xero
New employees in onfleet — Updating contacts in Xero
Updated emails in Customer.io — Updating contacts in Xero
New tasks in ClickUp — Contacts in Xero
New cards in Trello — Contacts in Xero
HubSpot customers land in your address book
Updated messages in telegram — Contacts in Xero
New conversations in Gmail — Updating contacts in Xero
New activities in pipedrive — Contacts in Xero
New sales in gumroad — Updating contacts in Xero
Updated contacts in mailerLite — Contacts in Xero
Unsubscribed: contacts in autopilot — Contacts in Xero
New companies in Copper — Finding contacts in Xero
New reviews in Google Business Profile — Contacts in Xero
Updated urls in Emelia — Updating contacts in Xero
Updated leads in Copper — Contacts in Xero
Found: form responses in wufoo — Updating contacts in Xero
Check-in: attendees in eventbrite — Contacts in Xero
Updated surveys in surveyMonkey — Contacts in Xero
New deployments in Netlify — Contacts in Xero — variant 2
New users in Slack — Contacts in Xero
New cards in Trello — Updating contacts in Xero
New forms in Wufoo — Running apis in Xero
Website submissions become CRM contacts
Stage change: deals in pipedrive — Running apis in Xero
New customers in Chargebee — Finding contacts in Xero
New actions in zendesk — Updating contacts in Xero
New attendees in eventbrite — Contacts in Xero
On a webhook call — Updating contacts in Xero
Updated conversations in typeform — Updating contacts in Xero
New documents in jotForm — Contacts in Xero
New SMS in Twilio — Contacts in Xero
Updated notes in Affinity — Updating contacts in Xero
Stage change: deals in copper — Contacts in Xero
New requests in gitlab — Contacts in Xero
Form responses become cards in Xero
New companies in HubSpot — Updating contacts in Xero
New files in Google Drive — Contacts in Xero
Deleted contacts in Pipedrive — Contacts in Xero
New workflows in n8n — Updating contacts in Xero
New subscriptions in chargebee — Contacts in Xero — variant 2
Deleted emails in Brevo — Contacts in Xero
Check-in: attendees in eventbrite — Updating contacts in Xero
Updated companies in Copper — Updating contacts in Xero
Updated leads in salesforce — Updating contacts in Xero
New messages in Telegram — Contacts in Xero
Updated tags in clickUp — Updating contacts in Xero
Updated customers in Chargebee — Running apis in Xero
New sales in gumroad — Contacts in Xero
Bounced: campaigns in mailerLite — Updating contacts in Xero
New memberships in github — Updating contacts in Xero
New contacts in HubSpot — Updating contacts in Xero
Deleted customers in Chargebee — Contacts in Xero
New recordings in twilio — Updating contacts in Xero
Updated projects in jira — Contacts in Xero
On a schedule in chargebee — Contacts in Xero
New activities in pipedrive — Invoices in Xero
Starting soon: events in microsoftOutlook — Contacts in Xero
Updated contacts in hubspot — Contacts in Xero
New workflows in MailerLite — Contacts in Xero
Updated companies in hubspot — Contacts in Xero
WooCommerce buyers update contacts in Xero
New notifications in SurveyMonkey — Updating contacts in Xero
New linkeds in lemlist — Contacts in Xero
New activities in lemlist — Updating contacts in Xero
New push notifications in customerIo — Updating contacts in Xero
Paused: subscriptions in chargebee — Updating contacts in Xero
Updated projects in jira — Updating contacts in Xero
New contacts in pipedrive — Contacts in Xero
Updated contacts in Copper — Updating contacts in Xero
New records in Google Sheets — Contacts in Xero
New form responses in JotForm — Updating contacts in Xero
People who book via Calendly land in Xero
Updated subscriptions in chargebee — Contacts in Xero
Eventbrite attendees become contacts in Xero
Landing page leads become CRM subscribers
Form submissions become CRM records
New transactions in Chargebee — Updating contacts in Xero
Funnel submissions become contacts in Xero