Annature + Xero Integration

Integrate Annature to Xero in one click, or tell Integrately AI how you want each document handled. Send signed agreements to accounting, create sales invoices, update customer records, and trigger billing updates automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Annature
    Envelope is sent in Annature Instant
  • Annature
    Envelope is voided in Annature Instant
  • Annature
    Envelope is completed in Annature Instant
  • Annature
    Recipient sent copy of envelope in Annature Instant
  • Annature
    Envelope viewed by recipient in Annature Instant
  • Annature
    Recipient declines to sign in Annature Instant
  • Annature
    Delivery is failed in Annature Instant
  • Annature
    Recepient has completed action in Annature 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.
  • Annature
    Get envelope by ID in Annature
  • Annature
    Create account in Annature
  • Annature
    Create group in Annature
  • Annature
    Cancel envelope in Annature
  • Annature
    Resend account verification in Annature
  • Annature
    Delete a group in Annature
  • Annature
    Deactivate an account in Annature
  • Annature
    Restore an account in Annature
  • Annature
    Get group by ID in Annature
  • Annature
    Get account by ID in Annature
  • Annature
    Search account in Annature
  • Annature
    Search group in Annature
  • Annature
    Search envelop in Annature
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice 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 Annature + Xero Integration

Create sales invoices, update customer contacts, log payment records, and trigger billing updates, 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.
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Connect more apps to your Annature + Xero flow

Sync signed agreements to storage, notify your finance team, and track deal stages in your CRM. Pick a combination and activate it in one click.

Annature
Xero
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
Google DriveGoogle Drive (4)
+
DocuSignDocuSign (4)
+
SlackSlack (4)
+
GmailGmail (4)
A
X
S
When an Annature envelope is completed, create a sales invoice in Xero and create a customer in Stripe
Completed Annature envelopes instantly generate Xero sales invoices and Stripe customer profiles without manual data entry.
A
X
S
When an Annature envelope is sent, create a Xero contact and add a Stripe subscription
Send Annature agreements and automatically set up contacts in Xero and subscriptions in Stripe.
S
X
A
When a Stripe payment fails, create a Xero bill and cancel the pending Annature envelope
Failed Stripe payments automatically log Xero bills and cancel outstanding Annature envelopes.
S
X
A
Use ChatGPT to summarise Stripe billing data, create a Xero invoice, and update the Annature account
Use ChatGPT to process Stripe billing notes before creating Xero invoices and updating Annature records.

Supported triggers and actions for Annature and Xero

Mix and match to build the exact automation you need

Annature
Annature Triggers & Actions
Instant
Envelope is sent in Annature
Triggers the automation when any envelope is sent
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Instant
Envelope is voided in Annature
Triggers the automation when any envelope is voided
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Instant
Envelope is completed in Annature
Triggers the automation when an envelope is completed
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Instant
Recipient sent copy of envelope in Annature
Triggers the automation when a recipient is sent a copy of an envelope
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Instant
Envelope viewed by recipient in Annature
Triggers the automation when the recipient views the envelope
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Instant
Recipient declines to sign in Annature
Triggers the automation when recipient declines to sign a document
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Instant
Delivery is failed in Annature
Triggers the automation when a delivery fails
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Instant
Recepient has completed action in Annature
Triggers the automation when a recipient completes an action
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Get envelope by ID in Annature
Retrieves envelope information based on its id
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Create account in Annature
Generates a new account
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Create group in Annature
Creates a new group based on particular criteria
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Cancel envelope in Annature
Searches for an envelope
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Resend account verification in Annature
Resends account verification
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Delete a group in Annature
Deletes a group with
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Deactivate an account in Annature
Deactivate user accounts
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Restore an account in Annature
Restores an account
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Get group by ID in Annature
Retrieves a group's information by its unique id
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Get account by ID in Annature
Retrieves account information based on the account id
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Search account in Annature
Searches for account information
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Search group in Annature
Searches for a group
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Search envelop in Annature
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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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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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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
Try it โ†’

What can you automate with Annature + Xero?

Streamline your document signing and accounting workflows with automated data transfers.

What you can automate?
๐Ÿงพ
Create sales invoices from signed agreements
Generate Xero sales invoices automatically the moment an Annature envelope is completed. Eliminate manual data entry between your eSignature platform and accounting software.
๐Ÿ“‹
Capture every submitted client field
Map all available Annature signing fields into Xero contact and invoice records. Your billing entries capture complete client details accurately.
๐Ÿ””
Notify your team on milestone updates
Send instant alerts to finance or sales channels whenever an Annature envelope is viewed, signed, or declined. Keep your entire team informed in real time.
๐Ÿ”€
Route workflows based on contract values
Trigger different Xero invoicing workflows depending on the specific package or tier selected in your Annature agreement.
๐Ÿ”„
Keep accounting records updated as terms change
Automatically update Xero sales invoices and contact records whenever Annature agreement details or recipient information are modified.
๐Ÿ”
Search and update existing contacts
Check for existing Xero contacts before creating new billing records, preventing duplicate entries and keeping your customer database clean.
โš ๏ธ
Handle voided or declined agreements
Automatically update quote statuses or cancel pending invoices in Xero when an Annature envelope is voided or rejected by the recipient.
๐Ÿ’ฌ
Extend your workflow with Slack alerts
Connect your Annature and Xero automation to Slack so your team receives instant notification when contracts are finalized and billed.
And much more...

Who is Annature + Xero integration for?

Business owners, accountants, and finance managers spend hours manually moving signed agreements into financial systems, making this automation essential for streamlined billing operations.

Financial Controllers
Financial Controllers
Operations Managers
Operations Managers
Client Success Leads
Client Success Leads
Billing Specialists
Billing Specialists
Sales Directors
Sales Directors
Accountants
Accountants
๐Ÿ“ˆ
Financial Controllers
You're reviewing monthly revenue reports but your accounting ledgers only update when someone manually reconciles signed contracts, so the billing data you're auditing against is always a few days behind โ€” with this integration, every completed envelope generates a sales invoice instantly and your books stay current.
โšก
Operations Managers
You need to initiate billing the moment a client signs, but manual data entry delays invoice creation across systems โ€” automating both apps means every completed document triggers your accounting updates immediately without human delay.
๐Ÿค
Client Success Leads
You answer to stakeholders who want immediate visibility into newly closed accounts, but tracking agreement statuses across platforms takes hours โ€” connecting these apps means your team sees every contract milestone the second it happens.
๐Ÿ”„
Billing Specialists
The volume of signed contracts is too high for anyone to keep up by hand, leading to missed invoices and billing backlogs โ€” this integration means every contract triggers automatic accounting entries without manual intervention.
๐Ÿ“‹
Sales Directors
You own the revenue pipeline and depend on finance teams to hand over billing data after contracts are signed, but communication gaps cause invoicing delays โ€” automating both apps bridges the handoff instantly.
๐Ÿ—‚๏ธ
Accountants
You need a reliable history of all client agreements and billing records, but manual record-keeping keeps leaving gaps in your audit trail โ€” this integration means every transaction and signed envelope is logged accurately.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Annature + Xero

Build and manage your Annature + 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 Annature + 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?

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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Annature to Xero?
Frequently Asked Questions
You can connect Annature to Xero in just 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with Stripe, HubSpot, Slack, and 1,500+ other apps.
Can I automatically create Xero invoices when an Annature envelope is completed?
Frequently Asked Questions
Can I connect Annature, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Annature and Xero?
Frequently Asked Questions
How does Annature data sync with Xero contacts?
Frequently Asked Questions
Can I handle voided Annature envelopes in Xero?
Frequently Asked Questions
Do I need coding skills to automate Annature and Xero?
Frequently Asked Questions
Is the Annature and Xero integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Annature or Xero With 1500+ Other Apps

Annature
Popular Annature Integrations
Connect Annature with CRM, document storage, and communication platforms to streamline your agreement workflows.
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Xero
Popular Xero Integrations
Sync Xero with billing, reporting, and project management tools to keep financial data working across your stack.
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