ActiveCollab + Xero Integration

Integrate ActiveCollab to Xero in one click, or tell Integrately AI how you want each task handled. Create sales invoices, update contacts, log project payments, and sync your financial records automatically.

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1.
  • ActiveCollab
    Project is created in ActiveCollab Instant
  • ActiveCollab
    Discussion is created in ActiveCollab Instant
  • ActiveCollab
    New user is invited in ActiveCollab Instant
  • ActiveCollab
    File is uploaded in ActiveCollab Instant
  • ActiveCollab
    Comment is created in ActiveCollab Instant
  • ActiveCollab
    Note is created in ActiveCollab Instant
  • ActiveCollab
    Task is created in ActiveCollab Instant
  • ActiveCollab
    Task is updated in ActiveCollab Instant
  • ActiveCollab
    Company is created in ActiveCollab 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
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2.
  • ActiveCollab
    Add comment to discussion in ActiveCollab
  • ActiveCollab
    Complete project in ActiveCollab
  • ActiveCollab
    Invite user in project in ActiveCollab
  • ActiveCollab
    Complete task in ActiveCollab
  • ActiveCollab
    Create project in ActiveCollab
  • ActiveCollab
    Create company in ActiveCollab
  • ActiveCollab
    Create task in ActiveCollab
  • ActiveCollab
    Add comment to task in ActiveCollab
  • ActiveCollab
    Create discussion in ActiveCollab
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Search item by name 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 WorkflowsReady Workflows ย  for ActiveCollab + Xero Integration

Create invoices from completed tasks, sync new company contacts, record payments, and track project expenses, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ActiveCollab + Xero flow

Notify your team, log financial docs, and track billable hours across your entire stack. Pick a combination and activate it in one click.

ActiveCollab
Xero
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
+
TogglToggl (8)
+
HubSpotHubSpot (8)
+
AsanaAsana (8)
+
StripeStripe (8)
A
X
S
Add every new ActiveCollab task to Xero as a sales invoice, and notify your finance channel in Slack
ActiveCollab tasks automatically generate Xero sales invoices within seconds while your finance channel hears about it in Slack, so billing stays current without manual re-typing.
A
X
S
When a new company is created in ActiveCollab, create a contact in Xero and alert your sales team in Slack
New ActiveCollab companies appear in Xero as contacts instantly and your sales channel is notified in Slack, preventing missed billing details.
X
A
S
When a Xero sales invoice is created or updated, update the task in ActiveCollab and post the update in Slack
Invoice updates in Xero automatically update ActiveCollab tasks and notify your team in Slack, keeping project status perfectly synchronised.
X
A
S
Create an ActiveCollab task for every new Xero sales invoice, and confirm the billing setup in Slack
Xero sales invoices automatically generate corresponding ActiveCollab tasks while Slack notifies your team, ensuring project delivery starts immediately.
A
X
S
If an ActiveCollab task is marked urgent, create a priority Xero sales invoice and alert your leadership channel in Slack
Urgent ActiveCollab tasks trigger priority Xero invoices instantly with Slack alerting leadership, ensuring high-value deliverables receive immediate financial attention.
X
A
S
When a Xero payment is created or updated, complete the matching ActiveCollab task and post the receipt in Slack
Paid Xero invoices automatically complete ActiveCollab tasks and announce the payment in Slack, keeping revenue tracking completely automated.
A
X
S
Use Claude to summarise ActiveCollab task notes, create a Xero sales invoice, and post the summary brief in Slack
Claude analyses ActiveCollab task notes to generate accurate Xero sales invoices while posting clean summaries in Slack for team review.
A
X
S
S
When an ActiveCollab task is created, generate a Xero invoice, record a payment in Stripe, and announce it in Slack
New ActiveCollab tasks trigger Xero invoices and Stripe payment collection instantly, with Slack keeping your entire operations team informed.

Supported triggers and actions for ActiveCollab and Xero

Mix and match to build the exact automation you need

ActiveCollab
ActiveCollab Triggers & Actions
Instant
Project is created in ActiveCollab
Triggers the automation when a project is created
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Instant
Discussion is created in ActiveCollab
Triggers the automation when a discussion is created
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Instant
New user is invited in ActiveCollab
Triggers the automation when new user is invited
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Instant
File is uploaded in ActiveCollab
Triggers the automation when file is uploaded
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Instant
Comment is created in ActiveCollab
Triggers the automation when a comment is created
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Instant
Note is created in ActiveCollab
Triggers the automation when note is created
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Instant
Task is created in ActiveCollab
Triggers the automation when task is created
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Instant
Task is updated in ActiveCollab
Triggers the automation when task is updated
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Instant
Company is created in ActiveCollab
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Add comment to discussion in ActiveCollab
Adds a comment to a discussion
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Complete project in ActiveCollab
Marks a project as complete
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Invite user in project in ActiveCollab
Invites a user to a project
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Complete task in ActiveCollab
Marks a task as complete
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Create project in ActiveCollab
Creates a new project
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Create company in ActiveCollab
Creates a new company
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Create task in ActiveCollab
Create a new task in an ActiveCollab project
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Add comment to task in ActiveCollab
Adds a comment to a task
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Create discussion in ActiveCollab
Creates a new discussion
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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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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create item code in Xero
Generates new unique item code
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Update invoice items in Xero
Updates the items in an invoice
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Get online invoice URL in Xero
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Search item by name in Xero
Locates and retrieves particular item information
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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 ActiveCollab + Xero?

Streamline your project management and accounting workflows by connecting ActiveCollab and Xero seamlessly.

What you can automate?
๐Ÿงพ
Generate Xero sales invoices from ActiveCollab tasks automatically
Convert completed ActiveCollab project tasks directly into Xero sales invoices without manual data entry. Your billing team saves hours each week while revenue collection runs like clockwork.
๐Ÿ“‹
Capture every submitted task field and project detail
Map all available ActiveCollab task descriptions, client names, and notes into your Xero sales invoices instead of just basic titles. Your accounting records become a comprehensive reference for every billable item.
๐Ÿ””
Notify your finance team the moment invoices are created
Alert your accounting department in Slack or via email as soon as an ActiveCollab task generates a new Xero invoice. Everyone stays informed and follows up on billing items without delay.
๐Ÿ”€
Route tasks differently based on submitted priority fields
Set up conditional rules that generate priority Xero sales invoices for urgent ActiveCollab tasks while routing standard items to regular billing queues. Different project tiers get tailored handling automatically.
๐Ÿ”„
Keep accounting records up to date as project tasks change
Automatically update existing Xero sales invoices whenever ActiveCollab task details or estimated hours are modified. Your financial paperwork stays accurate throughout the project lifecycle.
๐Ÿ”
Match existing contacts to prevent duplicate Xero entries
Search existing Xero records before creating new contacts from ActiveCollab companies. Your database remains clean, organised, and free of redundant client profiles.
๐Ÿ’ณ
Handle payment status changes and complete project tasks
Automatically mark ActiveCollab tasks and projects complete the moment a payment is registered in Xero. Revenue clearance translates instantly into closed project milestones.
๐Ÿ”Œ
Extend your workflow to Slack, Google Drive, and more
Push your ActiveCollab and Xero data into supporting apps like Slack for team alerts, Google Drive for document archiving, or Toggl for time tracking. Build powerful multi-step pipelines in just one click.
And much more...

Who is ActiveCollab + Xero integration for?

Project managers, accountants, and team leads who need to streamline client billing and keep project tasks perfectly aligned with accounting records.

Accounting Managers
Accounting Managers
Project Managers
Project Managers
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Finance Coordinators
Finance Coordinators
Business Owners
Business Owners
๐Ÿ“ˆ
Accounting Managers
You review financial reports to make strategic decisions, but your ledger only updates when someone manually enters project billing details, so your revenue numbers are always lagging behind โ€” this integration means every completed task and invoice lands in your books instantly and your financial data stays current.
โšก
Project Managers
You need to kick off client work the moment deals close, but you find out about approved invoices hours too late, delaying your team's sprint planning โ€” automating both apps means every new Xero invoice triggers project tasks immediately and your delivery starts without delay.
๐Ÿค
Client Success Leads
You answer to external clients who demand transparent progress and accurate billing histories, but manual record-keeping leads to embarrassing discrepancies โ€” connecting these apps means your project tasks and financial records stay perfectly synchronised so clients always see accurate status updates.
๐Ÿ“Š
Operations Directors
The volume of client tasks and invoices is too high for anyone to keep up by hand, resulting in frequent data entry errors and missed billable hours โ€” this integration means every ActiveCollab task and Xero invoice flows automatically without manual intervention.
๐Ÿ”„
Finance Coordinators
You depend on project teams to hand over billing details before you can issue invoices, creating persistent bottlenecks at the end of each billing cycle โ€” with this integration, every completed ActiveCollab task creates a Xero sales invoice instantly without waiting for manual handoffs.
๐Ÿ—‚๏ธ
Business Owners
You need a reliable history of client work and revenue to evaluate business growth, but fragmented tools keep leaving frustrating gaps in your audit trail โ€” automating both apps means every project task and financial transaction is logged reliably across your entire stack.
Our team

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Why choose Integrately to automate ActiveCollab + Xero

Build and manage your ActiveCollab + 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 ActiveCollab + 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 โ€” 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.
How Integrately Works?

How Integrately Works?

1
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Automation is ready
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Frequently Asked Questions

How do I connect ActiveCollab to Xero?
Frequently Asked Questions
You can connect ActiveCollab to Xero in just one click using ready-made workflows on Integrately, or by asking Integrately AI to build your custom flow. You can also integrate apps like Slack, Google Drive, and HubSpot with 42,000+ active users enjoying reliable 24/5 live chat support.
Can I automatically create Xero invoices from ActiveCollab tasks?
Frequently Asked Questions
Can I connect ActiveCollab, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ActiveCollab and Xero?
Frequently Asked Questions
How do ActiveCollab project tasks trigger Xero operations?
Frequently Asked Questions
Can Xero updates change project statuses in ActiveCollab?
Frequently Asked Questions
Do I need coding skills to automate ActiveCollab and Xero?
Frequently Asked Questions
Is the ActiveCollab and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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