Automatite + Xero Integration
Connect Xero to Automatite. Trigger workflows on Xero events and run actions back into Xero.
Cloud accounting software.
Auth: OAuth 2.0 · Official site
Triggers
- • New invoice
- • Payment received
- • Expense submitted
- • New record in Xero
Actions
- • Create invoice
- • Mark paid
- • Reconcile transaction
- • Create record in Xero
- • Update record in Xero
Popular workflows
- → When a new xero record is created, send a Slack notification
- → Sync Xero records to your data warehouse on a schedule
- → Use AI to enrich and classify new records from Xero
Setup steps
- Authenticate Xero via OAuth 2.0
- Pick the trigger event you want to react to
- Map fields from Xero into downstream actions
- Test the workflow with a real event and toggle it on
The Xero integration lets Automatite both react to events in xero and write data back into it. Authenticate once via OAuth 2.0, pick a trigger, and start building workflows that span every other app in your stack.
What you can build
Xero workflows in Automatite typically combine a trigger (an event in Xero) with one or more downstream actions across your other apps. Common patterns include syncing data into a warehouse, notifying teams in chat, enriching records with AI, and routing work to the right owner.
Because Xero sits in the Accounting category, the most valuable workflows usually involve keeping it consistent with the rest of your stack — whether that means pushing data out, pulling data in, or triggering downstream actions when something interesting happens.
How the integration works
Each trigger emits a structured payload that Automatite forwards into your workflow as the first step’s output. From there, every downstream step has typed access to the fields — no manual JSON parsing, no string interpolation gotchas.
Actions take typed inputs that match the Xero API, so you cannot accidentally send a string where a number is expected. If Xero returns an error, Automatite retries with exponential backoff and surfaces the failure in your run history with the original payload preserved.
Setup
Connecting Xero takes about three minutes. Click the integration in the workflow builder, complete the OAuth 2.0 flow, and you are ready to drop triggers and actions into any workflow. No API keys to rotate manually unless you choose to bring your own.