Dotloop + Xero Integration

Integrate Dotloop to Xero in one click, or tell Integrately AI how you want each loop handled. Create invoices, track payments, update contacts, and manage your real estate finances automatically.

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1.
  • Dotloop
    Loop is created in Dotloop
  • 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.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task 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 Dotloop + Xero Integration

Create invoices for new loops, update contacts, record payments, and track deal revenue, all in just one click.

Most popular automationsmost-popular-automations
Dotloop + Xero Integration

Create Xero sales invoice from new Dotloop loop

Do you use Dotloop to keep track of your company's loop? If so, did you know that you can also use it to create sales invoice directly in Xero?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
Dotloop + Xero Integration

Create Xero order for new Dotloop loop

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Dotloop and Xero work together to make accounting and bookkeeping simple.

When you create a loop in Dotloop, it will automatically create an order in Xero. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Dotloop and Xero.
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Xero + Dotloop Integration

Create Dotloop contact for new Xero contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - Dotloop integration, anytime a new Xero contact is created, an Dotloop contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Xero + Dotloop Integration

Create Dotloop loop from new Xero contact

Anytime a new contact is created in your Xero, a new loop will automatically be created in your Dotloop. This ensures that all of your loop are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Xero - Dotloop integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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  • 1of1
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Connect more apps to your Dotloop + Xero flow

Sync your real estate data with document signing, storage, communication, and payment tools to streamline every part of the transaction lifecycle. Pick a combination and activate it in one click.

Dotloop
Xero
+
PandaDocPandaDoc (4)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
DocuSignDocuSign (3)
+
SlackSlack (3)
+
StripeStripe (3)
D
P
X
Create a PandaDoc document when a loop is created in Dotloop, and create a contact in Xero.
New Dotloop loops generate a PandaDoc document instantly while creating a contact in Xero, removing manual paperwork.
P
X
D
Create a sales invoice in Xero when a PandaDoc document is completed, and update the loop in Dotloop.
Completed PandaDoc documents automatically trigger a sales invoice in Xero and update your Dotloop records.
P
X
D
Send a sales invoice via email in Xero when a PandaDoc document is signed, and log it in Dotloop.
Signed PandaDoc documents trigger Xero invoices sent directly by email while updating your Dotloop workspace.
P
X
D
Use ChatGPT to summarise a signed PandaDoc agreement, create a Xero bill, and update Dotloop.
ChatGPT extracts key financial terms from signed PandaDoc agreements to create a Xero bill and update Dotloop.

Supported triggers and actions for Dotloop and Xero

Mix and match to build the exact automation you need

Dotloop
Dotloop Triggers & Actions
Loop is created in Dotloop
Triggers the automation when a new loop has been set up
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Create loop in Dotloop
Creates a new loop
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Create contact in Dotloop
Adds a new contact to the database
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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 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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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 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 Dotloop + Xero?

Streamline your real estate accounting and transaction management with powerful automated workflows.

What you can automate?
🔄
Create Xero Invoices From Dotloop Loops
Automatically generate a sales invoice in Xero the moment a new loop is created in Dotloop. Eliminate manual data entry and ensure billing starts immediately.
📋
Capture Every Transaction Field Accurately
Map all available Dotloop loop and contact details into Xero invoices and contacts. Ensure your financial records contain complete property and client information.
🔔
Alert Your Team Instantly on Slack
Send real-time notifications to your finance or sales channels whenever a new loop is created or an invoice is paid. Keep your entire team informed of financial milestones.
🔀
Route Workflows Based on Transaction Type
Apply conditional logic to create different invoice items or assign specific contacts in Xero depending on the property type or category submitted in Dotloop.
🔄
Keep Accounting Records Continuously Updated
Synchronize updates between Dotloop and Xero automatically so your financial statements always reflect the latest transaction status and client data.
🔍
Find and Update Existing Contacts Without Duplicates
Search for existing contacts in Xero before creating new records, ensuring your client database remains clean and free of duplicate entries.
💳
Handle Payment Status Changes Automatically
Update transaction records in Dotloop whenever a payment is created or updated in Xero. Keep track of paid invoices and settled accounts effortlessly.
📁
Extend Workflows With Google Drive Storage
Automatically upload transaction files to Google Drive and create Xero sales invoices when new loops are initiated in Dotloop.
And much more...

Who is Dotloop + Xero integration for?

Real estate brokers, agents, and finance teams struggling to keep transaction records and accounting books aligned manually and error-free benefit instantly from this automated integration.

Finance Directors
Finance Directors
Real Estate Brokers
Real Estate Brokers
Transaction Coordinators
Transaction Coordinators
Agency Operations Teams
Agency Operations Teams
Accounting Specialists
Accounting Specialists
Compliance Officers
Compliance Officers
📈
Finance Directors
You're reviewing revenue reports across multiple properties but your accounting ledger only updates when someone manually exports loops, so the financial numbers you're forecasting against are always a few days behind — with this integration, every new invoice lands in Xero instantly and your ledger stays current.
Real Estate Brokers
You need to track active property transactions and bill clients promptly, but you find out about closed deals too late to issue invoices on time — automating both apps means every new loop generates a sales invoice immediately so your billing cycle never stalls.
🤝
Transaction Coordinators
You answer to clients and partners who want to see financial progress and document updates, but manual data entry causes constant delays in reporting — integrating these apps means your contacts and invoices sync automatically so everyone sees up-to-date transaction statuses.
🏢
Agency Operations Teams
The volume of property listings and client files is too high for anyone to keep up with by hand, leading to missed billing entries and mismatched records — this integration means every loop and contact syncs across platforms without manual copying.
💼
Accounting Specialists
You own the billing workflow and depend on agents to hand over transaction details before you can issue invoices, causing bottlenecks in revenue collection — connecting these apps means invoices are created the moment a loop opens so your workflow never waits.
📑
Compliance Officers
You need a reliable audit history for every real estate transaction, but manual record-keeping keeps leaving gaps in your financial logs — automating both apps means every loop and payment creates a verified audit trail without missing entries.
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 Dotloop + Xero

Build and manage your Dotloop + 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 Dotloop + 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 Dotloop to Xero?
Frequently Asked Questions
You can connect Dotloop to Xero in just 1 click using ready-made automations on Integrately, or use Integrately AI to build custom workflows. You can also integrate apps like Slack, Google Drive, and Gmail.
Can I automatically create Xero invoices when a Dotloop loop is created?
Frequently Asked Questions
Can I connect Dotloop, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dotloop and Xero?
Frequently Asked Questions
How does Dotloop data sync with Xero contacts?
Frequently Asked Questions
Can I track Xero payments and update Dotloop records?
Frequently Asked Questions
Do I need coding skills to automate Dotloop and Xero?
Frequently Asked Questions
Is the Dotloop and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Dotloop or Xero With 1500+ Other Apps

Dotloop
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Xero
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Sync Xero with payment, reporting, and banking tools to keep your business finances fully integrated.
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