Compass and Xero automations

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

30 scenarios

Contacts from Xero into Compass audiences
New Xero contacts — into Compass audiences
A daily birthday reminder to your messenger
New invoice alerts — straight into your team chat
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
Invoice to the customer right after the order, issued and sent automatically
Re-engage stalled leads with a ready-made email
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
Invoice intake with reading, risk checks and approval
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Morning reminders of birthdays and name days
Incoming lead sorting and routing — automatically
Invoice and customer email, right after the request
Lead verification, enrichment and sorting — automatically
Emailed invoices — into your books, automatically
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer