Customer.io + Xero Integration

Integrate Customer.io to Xero in one click, or tell Integrately AI how you want each invoice handled. Sync contact records, update financial profiles, log transactions, and trigger automated communications instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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.
  • Customer.io
    Add person to segment in Customer.io
  • Customer.io
    Create or Update Person in Customer.io
  • Customer.io
    Create event in Customer.io
  • Customer.io
    Create anonymous event in Customer.io
  • 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 Workflows Ready Workflows for Customer.io + Xero Integration

Sync invoices, update contacts, track payments, and trigger communication, all in just one click.

Most popular automationmost-popular-automations
Xero + Customer.io Integration

Create Customer.io person for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Customer.io to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Xero, a corresponding person will automatically be created in Customer.io.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Customer.io + Xero flow

Teams often want to notify channels, log details in spreadsheets, or create tasks after contacts and invoices sync. Pick a combination and activate it in one click.

Customer.io
Xero
+
ShopifyShopify (4)
+
StripeStripe (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
X
S
C
Create a Shopify customer when a Xero sales invoice is created, and update the person in Customer.io
New Xero invoices instantly create Shopify customers and update your Customer.io database, keeping your sales and accounting tools aligned.
X
S
C
When a Xero contact is updated, update the Shopify customer record and sync the profile in Customer.io
Keep Shopify and Customer.io updated whenever contact information changes in Xero.
S
X
C
Create a Xero sales invoice when a Shopify order is completed, and create an event in Customer.io
Record Shopify orders as sales invoices in Xero and log the transaction event in Customer.io.
S
X
C
If a Shopify order includes specific items, create a Xero sales invoice and add the person to a Customer.io segment
Segment customers in Customer.io and generate tailored Xero invoices based on purchased Shopify items.

Supported triggers and actions for Customer.io and Xero

Mix and match to build the exact automation you need

Customer.io
Customer.io Triggers & Actions
No trigger is available
Add person to segment in Customer.io
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Create or Update Person in Customer.io
Generates a new invoice
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Create event in Customer.io
Adds a new contact to the contact list
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Create anonymous event in Customer.io
Creates a confidential gathering without disclosing organizer's identity
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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 Customer.io + Xero?

Streamline your financial accounting and customer communications by connecting Xero invoices and payments directly to Customer.io profiles and events.

What you can automate?
🔄
Sync Xero invoices to Customer.io profiles
Automatically create or update Customer.io profiles whenever a new sales invoice or contact is created in Xero. Keep your customer communication platform aligned with your accounting records.
📝
Capture every invoice and contact field
Map detailed billing addresses, line items, and tax information from Xero straight into Customer.io custom attributes instead of just names and emails.
📢
Alert your team on key financial events
Notify team members instantly in Slack or via email whenever a high-value invoice is paid or a new customer contact is created in Xero.
🔀
Route records based on invoice status
Split your workflow depending on whether a Xero invoice is paid, pending, or overdue, triggering targeted Customer.io campaigns accordingly.
🔄
Keep Customer.io profiles updated automatically
Whenever contact details, billing info, or purchase orders change in Xero, update the corresponding records in Customer.io in real time.
🔍
Prevent duplicate customer records
Search for existing contacts in Customer.io before creating new profiles, ensuring your database remains clean and unified.
⏱️
Manage payment and billing status changes
Trigger specific Customer.io events when a Xero invoice is updated, a payment is recorded, or a bill is approved.
🔗
Extend financial workflows to Slack
Send automated notifications to your finance channel in Slack whenever a new bank transaction or sales invoice is processed in Xero and Customer.io.
And much more...

Who is Customer.io + Xero integration for?

Finance teams, marketers, and business owners connecting Customer.io and Xero eliminate manual data entry, keeping customer records and financial accounts perfectly synchronized.

Financial controllers
Financial controllers
Sales managers
Sales managers
Account executives
Account executives
Customer operations teams
Customer operations teams
Billing specialists
Billing specialists
Operations directors
Operations directors
📊
Financial controllers
You're reviewing revenue reports but your customer communication data only updates when someone manually exports records, so the totals you're reconciling against are always a few hours behind — this integration means every Xero invoice and Customer.io activity syncs instantly and your financial visibility stays current.
Sales managers
You need to track payment milestones and customer behavior immediately, but delayed syncs leave you chasing outdated accounts — with this integration, every Xero payment triggers real-time Customer.io updates so your team responds instantly.
📋
Account executives
Your clients expect accurate billing status aligned with their communication history, but mismatched records cause awkward conversations — connecting these apps means every invoice update and customer profile matches seamlessly.
📈
Customer operations teams
The volume of customer transactions and emails is too high to keep accounts reconciled by hand, leading to missed updates — automating both apps means every invoice and contact syncs without manual effort.
🔄
Billing specialists
You depend on upstream customer activity to issue invoices, but manual handoffs cause costly billing delays — this integration means every Customer.io event flows straight into Xero for immediate invoicing.
🗂️
Operations directors
You need a reliable audit trail across communication and accounting tools, but fragmented systems create persistent gaps — automating both apps means every contact and invoice creates a complete, trustworthy history.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Customer.io + Xero

Build and manage your Customer.io + 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 Customer.io + 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Customer.io to Xero?
Frequently Asked Questions
You can connect Customer.io to Xero in 1 click using ready workflows or build custom flows with Integrately AI, linking apps like Slack, Gmail, and Google Sheets.
Can I sync Xero invoices to Customer.io automatically?
Frequently Asked Questions
Can I connect Customer.io, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customer.io and Xero?
Frequently Asked Questions
How are customer contacts updated from Xero in Customer.io?
Frequently Asked Questions
Can I trigger Customer.io events when a Xero payment is created?
Frequently Asked Questions
Do I need coding skills to automate Customer.io and Xero?
Frequently Asked Questions
Is the Customer.io and Xero integration free?
Frequently Asked Questions
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