ActiveCampaign + Xero Integration

Integrate ActiveCampaign to Xero in one click, or tell Integrately AI how you want each deal handled. Create invoices, update customer records, log payments, and sync your financial data automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ActiveCampaign
    Tag is added to contact in ActiveCampaign Instant
  • ActiveCampaign
    Contact is added to list in ActiveCampaign Instant
  • ActiveCampaign
    Contact is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is updated in ActiveCampaign Instant
  • ActiveCampaign
    Contact task is created in ActiveCampaign Instant
  • ActiveCampaign
    Contact is unsubscribed in ActiveCampaign Instant
  • ActiveCampaign
    Contact note is created in ActiveCampaign Instant
  • ActiveCampaign
    Automation webhook data is received in ActiveCampaign Instant
  • ActiveCampaign
    Contact is associated with an automation in ActiveCampaign
  • ActiveCampaign
    Automation is created in ActiveCampaign
  • ActiveCampaign
    Calendar feed is created in ActiveCampaign
  • ActiveCampaign
    Pipeline is created in ActiveCampaign Instant
  • ActiveCampaign
    Pipeline stage is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal is updated in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is created in ActiveCampaign Instant
  • ActiveCampaign
    Deal task is completed in ActiveCampaign Instant
  • ActiveCampaign
    Deal note is created in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is initated in ActiveCampaign Instant
  • ActiveCampaign
    Campaign link is clicked in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is opened in ActiveCampaign Instant
  • ActiveCampaign
    Campaign is bounced in ActiveCampaign Instant
  • ActiveCampaign
    List is created in ActiveCampaign Instant
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
Arrow Right
2.
  • ActiveCampaign
    Delete contact in ActiveCampaign
  • ActiveCampaign
    Create or update contact in ActiveCampaign
  • ActiveCampaign
    Search contact in ActiveCampaign
  • ActiveCampaign
    Create contact note in ActiveCampaign
  • ActiveCampaign
    Add tag to contact in ActiveCampaign
  • ActiveCampaign
    Get contact by id in ActiveCampaign
  • ActiveCampaign
    Remove tag from contact in ActiveCampaign
  • ActiveCampaign
    Create deal in ActiveCampaign
  • ActiveCampaign
    Update deal in ActiveCampaign
  • ActiveCampaign
    Create deal task in ActiveCampaign
  • ActiveCampaign
    Delete deal in ActiveCampaign
  • ActiveCampaign
    Search deal in ActiveCampaign
  • ActiveCampaign
    Create deal note in ActiveCampaign
  • ActiveCampaign
    Add contact to automation in ActiveCampaign
  • ActiveCampaign
    Subscribe/Unsubscribe contact from list in ActiveCampaign
  • ActiveCampaign
    Create tracked event in ActiveCampaign
  • ActiveCampaign
    Create deal stage in ActiveCampaign
  • ActiveCampaign
    Search deal owner in ActiveCampaign
  • ActiveCampaign
    Delete deal stage in ActiveCampaign
  • ActiveCampaign
    Delete deal pipeline in ActiveCampaign
  • ActiveCampaign
    Create account in ActiveCampaign
  • ActiveCampaign
    Update account in ActiveCampaign
  • ActiveCampaign
    Search account in ActiveCampaign
  • ActiveCampaign
    Create tag in ActiveCampaign
  • ActiveCampaign
    Search tag in ActiveCampaign
  • ActiveCampaign
    Create campaign in ActiveCampaign
  • ActiveCampaign
    Search list in ActiveCampaign
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for ActiveCampaign + Xero Integration

Create sales invoices, manage customer contacts, update financial records, log payments, and track your business revenue, all in just one click.

Most popular automationsmost-popular-automations
ActiveCampaign + Xero Integration

Create Xero sales invoice from new ActiveCampaign deal

Do you use ActiveCampaign to keep track of your company's deal? If so, did you know that you can also use it to create sales invoice directly in Xero?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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ActiveCampaign + Xero Integration

Create Xero order for new ActiveCampaign deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. ActiveCampaign and Xero work together to make accounting and bookkeeping simple.

When you create a deal in ActiveCampaign, it will automatically create an order in Xero. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with ActiveCampaign and Xero.
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Xero + ActiveCampaign Integration

Create ActiveCampaign account from new Xero sales invoice

If you're a small business owner who uses Xero to manage your finances, you may be wondering if there's a way to automatically create a account profile in ActiveCampaign whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with ActiveCampaign and Xero!
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Xero + ActiveCampaign Integration

Create ActiveCampaign contact for new Xero contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - ActiveCampaign integration, anytime a new Xero contact is created, an ActiveCampaign contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Xero + ActiveCampaign Integration

Create ActiveCampaign deal from new Xero contact

Anytime a new contact is created in your Xero, a new deal will automatically be created in your ActiveCampaign. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Xero - ActiveCampaign integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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ActiveCampaign + Xero Integration

Create Xero task for new ActiveCampaign contact

Xero and ActiveCampaign are two powerful cloud-based tools that can be used to improve business productivity. Using this Xero - ActiveCampaign integration, you can automatically create task in Xero whenever a new contact is created in ActiveCampaign.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your ActiveCampaign + Xero flow

Connect your core customer and financial workflows to e-commerce, payments, scheduling, and communication tools. Pick a combination and activate it in one click.

ActiveCampaign
Xero
+
ShopifyShopify (6)
+
StripeStripe (5)
+
HubSpotHubSpot (5)
+
CalendlyCalendly (5)
+
GmailGmail (5)
+
SlackSlack (5)
S
X
A
Create a Xero sales invoice for every Shopify order, and create or update the contact in ActiveCampaign.
Shopify orders instantly generate Xero sales invoices and update ActiveCampaign contacts without manual data entry.
S
X
A
When a Shopify refund is processed, create a credit note in Xero and add a note to the ActiveCampaign contact.
Refunds in Shopify automatically trigger Xero credit notes and log contact notes in ActiveCampaign.
S
X
A
Create a Xero contact when a new Shopify customer is added, and tag them in ActiveCampaign.
New Shopify customers appear as Xero contacts and receive tags in ActiveCampaign automatically.
S
X
A
If a Shopify order total exceeds a threshold, create a Xero sales invoice and add a high-value deal in ActiveCampaign.
High-value Shopify orders automatically generate priority Xero invoices and ActiveCampaign deals.
S
X
A
Use Claude to summarise customer purchase notes from Shopify, create a Xero invoice, and update the ActiveCampaign contact.
Claude summarises Shopify order feedback before Xero and ActiveCampaign record the transaction.
S
X
A
S
When a Shopify order is fulfilled, create a Xero invoice, update the ActiveCampaign deal, and notify your fulfillment channel in Slack.
Fulfilled Shopify orders update Xero, advance ActiveCampaign deals, and alert your team in Slack.

Supported triggers and actions for ActiveCampaign and Xero

Mix and match to build the exact automation you need

ActiveCampaign
ActiveCampaign Triggers & Actions
Instant
Tag is added to contact in ActiveCampaign
Triggers the automation when a tag is added
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Instant
Contact is added to list in ActiveCampaign
Triggers the automation when a contact is added to a list
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Instant
Contact is created in ActiveCampaign
Triggers the automation when a new contact is created
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Instant
Contact is updated in ActiveCampaign
Triggers the automation when a contact is updated
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Instant
Contact task is created in ActiveCampaign
Triggers the automation when a task is created for any contact
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Instant
Contact is unsubscribed in ActiveCampaign
Triggers the automation when a contact unsubscribes from a mailing list
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Instant
Contact note is created in ActiveCampaign
Triggers the automation when a note is added to any contact
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Instant
Automation webhook data is received in ActiveCampaign
Triggers the automation when webhook data is received
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Contact is associated with an automation in ActiveCampaign
Triggers the automation when a contact is associated with a particular automation
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Automation is created in ActiveCampaign
Triggers the automation when a new automation flow is created
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Calendar feed is created in ActiveCampaign
Triggers the automation when a new event is added to a calendar feed
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Instant
Pipeline is created in ActiveCampaign
Triggers the automation when a new pipeline is created
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Instant
Pipeline stage is created in ActiveCampaign
Triggers the automation when a pipeline stage is changed
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Instant
Deal is created in ActiveCampaign
Triggers the automation when a deal is created
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Instant
Deal is updated in ActiveCampaign
Triggers the automation when a deal is updated
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Instant
Deal task is created in ActiveCampaign
Triggers the automation when a deal task is created
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Instant
Deal task is completed in ActiveCampaign
Triggers the automation when a deal task is completed
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Instant
Deal note is created in ActiveCampaign
Triggers the automation when a deal note is created
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Instant
Campaign is initated in ActiveCampaign
Triggers the automation when a particular campaign is started
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Instant
Campaign link is clicked in ActiveCampaign
Triggers the automation when any campaign link is clicked
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Instant
Campaign is opened in ActiveCampaign
Triggers the automation when any campaign is opened
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Instant
Campaign is bounced in ActiveCampaign
Triggers the automation when a campaign is marked as bounced
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Instant
List is created in ActiveCampaign
Triggers the automation when a new list is created
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Delete contact in ActiveCampaign
Removes a contact from the address book
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Create or update contact in ActiveCampaign
Adds or update contact information
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Search contact in ActiveCampaign
Finds and retrieves contact information
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Create contact note in ActiveCampaign
Records important details and notes for a contact
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Add tag to contact in ActiveCampaign
Adds particular tag to a contact in the crm
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Get contact by id in ActiveCampaign
Retrieves a contact's information based on their id
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Remove tag from contact in ActiveCampaign
Untag the contact
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Create deal in ActiveCampaign
Generates a new deal with
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Update deal in ActiveCampaign
Updates deal information based on new criteria or changes
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Create deal task in ActiveCampaign
Creates and link a new task for a particular deal
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Delete deal in ActiveCampaign
Removes a deal entry from the system
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Search deal in ActiveCampaign
Retrieves and find a deal
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Create deal note in ActiveCampaign
Adds a note to a deal
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Add contact to automation in ActiveCampaign
Adds a contact to a automation workflow
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Subscribe/Unsubscribe contact from list in ActiveCampaign
Subscribes or unsubscribes a contact from a list
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Create tracked event in ActiveCampaign
Creates a new tracked event
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Create deal stage in ActiveCampaign
Creates a new deal stage
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Search deal owner in ActiveCampaign
Scan and retrieve the owner of a particular deal
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Delete deal stage in ActiveCampaign
Removes a deal stage from the system
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Delete deal pipeline in ActiveCampaign
Removes a deal pipeline from the system
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Create account in ActiveCampaign
Generates a new account
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Update account in ActiveCampaign
Updates account information
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Search account in ActiveCampaign
Searches for account information
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Create tag in ActiveCampaign
Generates a new tag
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Search tag in ActiveCampaign
Searches for a tag
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Create campaign in ActiveCampaign
Generates and launch a new marketing campaign
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Search list in ActiveCampaign
Scans and retrieves results for a particular list
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Update invoice items in Xero
Updates the items in an invoice
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Create item code in Xero
Generates new unique item code
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with ActiveCampaign + Xero?

Streamline your customer data and financial accounting with powerful automated workflows.

What you can automate?
🔄
Create Xero invoices from ActiveCampaign deals
Automatically generate a sales invoice in Xero the moment a deal is created or marked won in ActiveCampaign. Eliminate manual billing and reduce accounting errors.
📋
Capture every submitted contact detail
Map all available ActiveCampaign contact fields into Xero contact profiles instead of just names and emails. Your accounting database becomes a complete reference for client details.
🔔
Notify your finance team instantly
Alert your billing or finance channel the moment an invoice is created or a payment is recorded. Ensure your team stays informed without switching between platforms.
🔀
Route invoices based on deal criteria
Create standard invoices or VIP enterprise quotes in Xero depending on the specific tier or tag submitted in your ActiveCampaign deal.
📝
Keep financial records up to date as deals change
Automatically update existing Xero sales invoices whenever corresponding ActiveCampaign deal amounts or line items are modified.
🔍
Add or update records without creating duplicates
Search for existing contacts in Xero before creating new ones, updating records automatically when matches are found to keep your database clean.
💳
Handle payments and later status changes
Automatically log Xero payments and create credit notes or update contact statuses when payments succeed, fail, or get refunded.
💬
Extend your workflow to team communication apps
Trigger automated notifications in Slack or Gmail alongside your ActiveCampaign and Xero actions to keep every department coordinated.
And much more...

Who is ActiveCampaign + Xero integration for?

ActiveCampaign and Xero integration helps finance, sales, and operations teams eliminate manual data entry and keep financial records perfectly synchronized.

Finance managers
Finance managers
Sales directors
Sales directors
Account managers
Account managers
E-commerce merchants
E-commerce merchants
Operations specialists
Operations specialists
Auditors and bookkeepers
Auditors and bookkeepers
📈
Finance managers
You're reviewing revenue reports but your accounting ledger only updates when someone manually exports CRM deals, so the financial totals you're planning against are always a few hours behind — connecting these apps means every new deal creates an invoice instantly and your books stay current.
Sales directors
You need to track deal closures and payment statuses immediately, and you find out too late when invoices fail to generate — this integration means every won deal triggers a Xero invoice automatically and your sales pipeline flows without friction.
🤝
Account managers
You answer to clients who want to see their billing and contact records updated right after consultation calls, but manual entry causes delays — automating both apps means customer records and invoices update simultaneously so clients always see accurate status.
🚀
E-commerce merchants
The volume of orders and customer sign-ups is too high for anyone to keep up by hand, leading to missing invoices and unrecorded contacts — connecting these apps means every order and customer flows into your accounting and CRM systems without manual intervention.
⚙️
Operations specialists
You own the billing handoff and depend on sales reps to pass over customer details before you can issue invoices in Xero — automating both apps means customer data moves instantly from ActiveCampaign into your billing queue so you never wait on manual handoffs.
📋
Auditors and bookkeepers
You need a reliable transaction history and keep finding gaps between marketing leads and financial ledgers due to human error — this integration means every contact and invoice creates a permanent audit trail across both platforms.
Our team

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Why choose Integrately to automate ActiveCampaign + Xero

Build and manage your ActiveCampaign + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ActiveCampaign + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect ActiveCampaign to Xero?
Frequently Asked Questions
You can connect ActiveCampaign to Xero in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create Xero sales invoices from ActiveCampaign deals?
Frequently Asked Questions
Can I connect ActiveCampaign, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ActiveCampaign and Xero?
Frequently Asked Questions
How does ActiveCampaign handle contact data sync with Xero?
Frequently Asked Questions
How does Xero handle invoice creation in automated workflows?
Frequently Asked Questions
Do I need coding skills to automate ActiveCampaign and Xero?
Frequently Asked Questions
Is the ActiveCampaign and Xero integration free?
Frequently Asked Questions
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You Can Also Connect ActiveCampaign or Xero With 1500+ Other Apps

ActiveCampaign
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