Clientify + Xero Integration

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

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1.
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
  • 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.
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify
  • 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 Clientify + Xero Integration

Create sales invoices, track new deals, update contacts, sync payments, and manage your books, all in just one click.

Most popular automationmost-popular-automations
Xero + Clientify Integration

Create Clientify contact for new Xero contact

Creating a new Clientify contact for every new Xero contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Xero - Clientify integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Clientify and Xero systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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  • 1of1
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Connect more apps to your Clientify + Xero flow

Send your synced financial data and contact details straight to your CRM, email tools, or team channels. Pick a combination and activate it in one click.

Clientify
Xero
+
SalesforceSalesforce (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
C
S
X
Create a Salesforce contact when a new deal is created in Clientify, and generate a sales invoice in Xero
New Clientify deals automatically create contacts in Salesforce and sales invoices in Xero without manual entry.
C
S
X
When a contact is created in Clientify, update Salesforce and create a contact in Xero
Keep customer records synchronised across Clientify, Salesforce, and Xero instantly.
C
S
X
If a Clientify deal stage is updated, create a task in Salesforce and create a sales invoice in Xero
Pipeline stage updates automatically trigger Salesforce tasks and generate Xero invoices.
C
S
X
When a task is created in Clientify, create a task in Salesforce and a bill in Xero
Tasks logged in Clientify instantly generate matching entries in Salesforce and Xero.

Supported triggers and actions for Clientify and Xero

Mix and match to build the exact automation you need

Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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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 Clientify + Xero?

Streamline your sales-to-accounting pipeline with automated invoices, contact synchronization, and payment tracking.

What you can automate?
๐Ÿงพ
Generate Xero invoices from new Clientify deals
Automatically create sales invoices in Xero the moment a deal is created in Clientify. Eliminate manual data entry and speed up your cash flow.
๐Ÿ‘ค
Sync contact details across platforms
Ensure customer profiles created in Clientify instantly update or create matching contact records in Xero without duplicate entries.
๐Ÿ””
Alert your team about financial milestones
Send instant notifications to your finance or sales channels in Slack whenever a new invoice is generated or a deal stage changes.
๐Ÿ”€
Route actions based on deal stages
Trigger specific accounting workflows, such as quotes or bills, depending on the updated stage of your Clientify deals.
๐Ÿ”„
Keep financial records continuously updated
Maintain accurate books by reflecting contact updates, task creations, and company records between Clientify and Xero in real time.
๐Ÿ”
Search and update existing contacts
Automatically search for existing records in Xero before creating new entries, preventing duplicate customer profiles.
๐Ÿ’ณ
Manage later status changes and billing
Handle invoice updates, payments, and purchase orders smoothly as customer requirements evolve through your sales cycle.
๐ŸŒ
Extend your workflow to external tools
Connect your core Clientify and Xero flow with third-party apps like Google Sheets or Slack to expand your reporting capabilities.
And much more...

Who is Clientify + Xero integration for?

Sales teams, accountants, and business owners use this integration to keep customer profiles and financial records perfectly synchronised without manual data entry.

Financial Controllers
Financial Controllers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Operations Managers
Operations Managers
Billing Specialists
Billing Specialists
Business Analysts
Business Analysts
๐Ÿ“ˆ
Financial Controllers
You rely on accurate revenue reports to make strategic decisions, but manual invoice creation leaves your financial dashboards outdated โ€” integrating these apps means every new deal automatically generates a Xero invoice and keeps your books current.
โšก
Sales Representatives
You need to transition won deals to finance immediately, but manual handoffs cause frustrating delays in billing โ€” connecting these apps means every closed deal triggers instant invoice creation so your billing process never lags behind.
๐Ÿค
Account Managers
You answer to clients who expect prompt billing and accurate quotes, but disjointed systems lead to invoicing errors โ€” this integration means every contact and deal update flows seamlessly into your accounting workflow.
๐Ÿ“Š
Operations Managers
The high volume of daily customer interactions makes manual record-keeping impossible, causing costly data gaps โ€” automating both apps means high-volume contact and deal data is processed instantly without human error.
๐Ÿ’ผ
Billing Specialists
You depend on the sales team to hand over customer details before you can bill, but information often arrives late โ€” automating both apps means customer records and invoice details are populated the moment a deal is created.
๐Ÿ“‹
Business Analysts
You need a reliable transaction and customer history for forecasting, but missing records skew your financial models โ€” with this integration, every client interaction and invoice is logged accurately across platforms.
Our team

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Why choose Integrately to automate Clientify + Xero

Build and manage your Clientify + 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 Clientify + 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
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Automation is ready
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Frequently Asked Questions

How do I connect Clientify to Xero?
Frequently Asked Questions
You can connect Clientify to Xero instantly using ready-made templates or by asking Integrately AI to set up the flow. Link your accounts with 1-click automation and add apps like Slack, Google Sheets, or HubSpot to extend your workflow.
Can I automatically create Xero invoices when a Clientify deal is created?
Frequently Asked Questions
Can I connect Clientify, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Xero?
Frequently Asked Questions
How are new contacts synced between Clientify and Xero?
Frequently Asked Questions
Can I update deal stages and trigger Xero quotes?
Frequently Asked Questions
Do I need coding skills to automate Clientify and Xero?
Frequently Asked Questions
Is the Clientify and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Clientify or Xero With 1500+ Other Apps

Clientify
Popular Clientify Integrations
Connect Clientify to CRM, email marketing, and customer support tools to streamline lead management and client communication.
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Xero
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Sync Xero with payment processing, expense tracking, and reporting tools to keep your business finances fully transparent.
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