Device Magic + Xero Integration

Integrate Device Magic to Xero in one click, or tell Integrately AI how you want each form submission handled. Capture field data, create sales invoices, update contacts, and log financial records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Device Magic
    Form is submitted in Device Magic 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.
  • Device Magic
    Dispatch Form in Device Magic
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to invoice 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
    Create project 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 Device Magic + Xero Integration

Capture form submissions, create sales invoices, record customer details, and update your accounts, all in just one click.

Most popular automationmost-popular-automations
Device Magic + Xero Integration

Create Xero task for new Device Magic response

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new Device Magic responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Xero task for new Device Magic response received today - your customers will thank you for it!
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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 Device Magic + Xero flow

Sync your financial workflows with spreadsheets, messaging channels, and payment systems to keep your entire business aligned. Pick a combination and activate it in one click.

Device Magic
Xero
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Google SheetsGoogle Sheets (4)
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SlackSlack (3)
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StripeStripe (3)
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HubSpotHubSpot (3)
+
GmailGmail (3)
+
AsanaAsana (3)
D
X
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Add form submissions from Device Magic to your Xero sales invoices, and log them in Google Sheets
Form submissions appear in Xero as sales invoices and get logged in Google Sheets instantly, removing manual data entry.
X
D
G
When a sales invoice is created in Xero, dispatch a form in Device Magic and log it in Google Sheets
Sales invoices in Xero trigger a dispatched form in Device Magic and update your Google Sheets records automatically.
X
G
D
When a contact is created in Xero, log the details in Google Sheets and dispatch a form in Device Magic
New Xero contacts automatically update your Google Sheets logs and trigger a Device Magic form dispatch.
D
G
X
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Use Gemini to analyze form submissions, create a Xero sales invoice, and log the analysis in Google Sheets
Gemini analyzes Device Magic form submissions before creating a Xero invoice and logging the summary in Google Sheets.

Supported triggers and actions for Device Magic and Xero

Mix and match to build the exact automation you need

Device Magic
Device Magic Triggers & Actions
Instant
Form is submitted in Device Magic
Triggers the automation when a form is filled
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Dispatch Form in Device Magic
Sends completed form submissions to designated recipients
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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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Add attachment to contact in Xero
Attach files or documents to contact profiles
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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 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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Create project in Xero
Creates a new project
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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 Device Magic + Xero?

Streamline your mobile form data and accounting tasks by automating form submissions, invoice creation, and financial updates.

What you can automate?
๐Ÿงพ
Create sales invoices from form submissions
Automatically generate a Xero sales invoice the moment a form is submitted in Device Magic, removing manual data re-entry entirely.
๐Ÿ“‹
Map every submitted form field
Capture detailed mobile form answers and transfer them directly into your Xero line items or descriptions instead of just basic names.
๐Ÿ””
Notify your finance team instantly
Alert your accounts team the second a new invoice is created from a field form submission so billing review happens without delay.
๐Ÿ”€
Route invoices based on form answers
If a form submission indicates a specific service tier, create a custom Xero sales invoice or apply specific account codes automatically.
๐Ÿ”„
Keep contact details synchronized
Update existing Xero contacts automatically whenever updated information is submitted through your mobile Device Magic forms.
๐Ÿ‘ฅ
Match and update existing contacts
Search for existing Xero contacts before creating new ones, updating records to prevent duplicate entries in your books.
๐Ÿ’ณ
Track payments and financial statuses
Monitor invoice payments and financial transactions in Xero to trigger automated follow-ups or status updates.
๐Ÿ“Š
Connect your financial flows to Google Sheets
Send your Device Magic submissions and Xero invoice data directly to Google Sheets for comprehensive reporting and team visibility.
And much more...

Who is Device Magic + Xero integration for?

Accounting teams, field operations managers, and business owners who need to streamline form submissions and financial updates eliminate manual data entry with this automation.

Finance Managers
Finance Managers
Field Operations Supervisors
Field Operations Supervisors
Client Services Directors
Client Services Directors
High-Volume Business Owners
High-Volume Business Owners
Project Managers
Project Managers
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance Managers
You're reviewing monthly books but field data arrives via separate mobile forms that take days to reach accounting, so your revenue reports are always incomplete โ€” this integration means every form submission instantly populates your financial records and keeps your books accurate.
โšก
Field Operations Supervisors
You need to dispatch forms and verify site visits immediately, but manual data handoffs delay invoice creation, so clients wait too long for billing โ€” automating both apps means your invoices are generated the moment field teams submit data.
๐Ÿ“‹
Client Services Directors
You answer to clients regarding project costs and billable items, but tracking down submitted paperwork causes billing disputes, so reconciliation takes hours โ€” with this integration, all field data flows directly into your accounting platform without manual errors.
๐Ÿ“ˆ
High-Volume Business Owners
You process hundreds of mobile forms daily, but manual entry into accounting software creates massive backlogs, so your financial data falls behind โ€” connecting these apps means every submission updates your accounts instantly without staff fatigue.
๐Ÿ› ๏ธ
Project Managers
You rely on field submissions to initiate billing phases, but waiting for administrative approval delays invoice creation, so cash flow slows down โ€” this integration means your billing cycle starts the second forms are completed.
๐Ÿ—‚๏ธ
Bookkeepers
You need a reliable paper trail for every transaction, but missing details between mobile forms and accounting ledgers cause audit gaps, so reconciliation is painful โ€” automating both apps means every form creates a fully tracked financial record.
Our team

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

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Why choose Integrately to automate Device Magic + Xero

Build and manage your Device Magic + 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 Device Magic + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Device Magic to Xero?
Frequently Asked Questions
You can connect Device Magic to Xero in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields. It takes just minutes to link your mobile form data directly into your accounting platform.
Can I automatically create Xero invoices from Device Magic form submissions?
Frequently Asked Questions
Can I connect Device Magic, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Device Magic and Xero?
Frequently Asked Questions
How does Device Magic handle form submission data in integrations?
Frequently Asked Questions
How are Xero contacts and sales invoices updated through automation?
Frequently Asked Questions
Do I need coding skills to set up Device Magic and Xero automations?
Frequently Asked Questions
Is the Device Magic and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Device Magic or Xero With 1500+ Other Apps

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