Emma + Xero Integration

Integrate Emma to Xero in one click, or tell Integrately AI how you want each subscriber handled. Sync subscribers, create billing contacts, generate invoices, and keep your financial records up to date automatically.

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1.
  • Emma
    Subscriber is created in Emma Instant
  • Emma
    Subscriber is unsubscribed in Emma Instant
  • Emma
    Group is created in Emma Instant
  • Emma
    Member is added to group in Emma Instant
  • Emma
    Member shares a message in Emma Instant
  • Emma
    Group is deleted in Emma Instant
  • Emma
    Group is updated in Emma Instant
  • Emma
    Field is updated in Emma Instant
  • Emma
    Member is updated in Emma Instant
  • Emma
    Mailing is finished in Emma Instant
  • Emma
    Field is created in Emma Instant
  • Emma
    Field is deleted in Emma Instant
  • Emma
    Member status is updated in Emma Instant
  • Emma
    Member is deleted in Emma Instant
  • Emma
    Member is removed from group in Emma Instant
  • Emma
    Message is forwarded in Emma Instant
  • Emma
    Member shares link to message and someone click on it in Emma Instant
  • Emma
    Message is opened in Emma Instant
  • Emma
    Message is clicked in Emma 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.
  • Emma
    Create subscriber in Emma
  • Emma
    Get memeber by Id in Emma
  • Emma
    Create group in Emma
  • 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 Emma + Xero Integration

Create contacts, generate sales invoices, log payments, update records, and sync financial data, all in just one click.

Most popular automationsmost-popular-automations
Xero + Emma Integration

Create Emma contact for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Emma 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 contact will automatically be created in Emma.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Emma + Xero Integration

Create Xero task for new Emma contact

Xero and Emma are two powerful cloud-based tools that can be used to improve business productivity. Using this Xero - Emma integration, you can automatically create task in Xero whenever a new contact is created in Emma.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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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 Emma + Xero flow

Connect customer data, track campaign revenue, and streamline your entire accounting and marketing stack. Pick a combination and activate it in one click.

Emma
Xero
+
ShopifyShopify (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
S
E
X
When a Shopify order is created, create a subscriber in Emma and create a sales invoice in Xero.
New Shopify orders automatically create Emma subscribers and Xero sales invoices, eliminating manual data entry between your store and your books.
S
E
X
When an order is fulfilled in Shopify, update Emma subscriber status and create a Xero payment.
Fulfilling a Shopify order updates your Emma subscriber status and logs the payment in Xero without lifting a finger.
S
E
X
When a Shopify customer is created, create a subscriber in Emma and search contact by email in Xero.
New Shopify customers instantly become Emma subscribers while checking existing records in Xero.
S
E
X
When a Shopify refund is issued, update subscriber details in Emma and create a Xero credit note.
Refunds in Shopify trigger Emma list updates and create credit notes in Xero automatically.

Supported triggers and actions for Emma and Xero

Mix and match to build the exact automation you need

Emma
Emma Triggers & Actions
Instant
Subscriber is created in Emma
Triggers the automation when a new subscriber is added
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Instant
Subscriber is unsubscribed in Emma
Triggers the automation when a subscriber opts out from further communication
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Instant
Group is created in Emma
Triggers the automation when a new group is created
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Instant
Member is added to group in Emma
Triggers the automation when a new member is added to a group
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Instant
Member shares a message in Emma
Triggers the automation when a member shares a message
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Instant
Group is deleted in Emma
Triggers the automation when any group is deleted
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Instant
Group is updated in Emma
Triggers the automation when any group is updated
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Instant
Field is updated in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Member is updated in Emma
Triggers the automation when a member's profile is updated
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Instant
Mailing is finished in Emma
Triggers the automation when the mailing process is completed
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Instant
Field is created in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Field is deleted in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Member status is updated in Emma
Triggers the automation when the status of a member is updated
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Instant
Member is deleted in Emma
Triggers the automation when any member is removed from the system
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Instant
Member is removed from group in Emma
Triggers the automation when a member is removed from a particular group
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Instant
Message is forwarded in Emma
Triggers the automation when a message is forwarded
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Instant
Member shares link to message and someone click on it in Emma
Triggers the automation when someone clicks on a link shared by one of the members
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Instant
Message is opened in Emma
Triggers the automation when a message is opened
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Instant
Message is clicked in Emma
Triggers the automation when a message is clicked
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Create subscriber in Emma
Adds new users to the subscription list
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Get memeber by Id in Emma
Retrieves a member's data based on their id
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Create group in Emma
Creates a new group based on particular criteria
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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 Emma + Xero?

Streamline your marketing operations and financial accounting by connecting Emma and Xero workflows.

What you can automate?
🔄
Sync Emma subscribers to Xero contacts instantly
Automatically create a contact in Xero whenever a new subscriber is created in Emma. Eliminate manual data entry and keep your customer directory up to date.
📋
Capture every subscriber detail across systems
Map all submitted subscriber fields from Emma into Xero contact notes and invoice fields. Ensure no crucial customer information is left behind.
🔔
Notify your finance team on every new invoice
Send instant alerts to your accounting team whenever a Xero sales invoice is generated from an Emma subscriber action.
🔀
Route records based on subscriber activity
Trigger different Xero invoicing workflows depending on specific Emma subscriber group updates or campaign engagement.
✏️
Keep financial records updated automatically
Update Xero contacts and sales invoices whenever Emma subscriber details or mailing statuses change.
🔍
Prevent duplicate records with smart lookups
Search existing Xero contacts by email address before creating new entries from Emma subscriber events.
💳
Handle payments and credit notes seamlessly
Automatically create Xero payments, credit notes, or bills in response to Emma campaign updates and subscriber status changes.
🌐
Extend your workflow to external apps
Connect Emma and Xero with Google Sheets, Slack, or Shopify to build powerful multi-step automation pipelines.
And much more...

Who is Emma + Xero integration for?

Connecting Emma and Xero helps finance teams, marketers, and business owners eliminate manual data entry, streamline campaign billing, and keep financial records perfectly synchronized.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
E-commerce store owners
E-commerce store owners
Billing specialists
Billing specialists
Operations directors
Operations directors
📈
Performance marketers
You're running email campaigns in Emma but your accounting spreadsheet only updates when someone manually exports sales, so the revenue metrics you're reporting against are always a few hours behind — with this integration, every new subscriber transaction lands in your financial books instantly and your data stays current.
Sales development reps
You manage campaign leads in Emma and need immediate invoicing in Xero, but waiting for manual handoffs means deals stall before billing begins — connecting these apps means every new subscriber is registered and invoiced instantly so you can close faster.
🤝
Agency account managers
You handle client email campaigns and billing reports, but reconciling Emma subscriber lists with Xero invoices by hand leaves clients waiting on progress updates — automating both apps means client billing and campaign data sync automatically without manual errors.
🚀
E-commerce store owners
You rely on high-volume customer sign-ups in Emma, but creating Xero contacts and invoices manually for every order causes massive backlogs — this integration means every order and subscriber is processed instantly at any scale.
💼
Billing specialists
You depend on marketing teams to hand over campaign subscriber details before you can issue invoices in Xero, leading to constant delays and missing records — automating both apps means invoices are generated the moment a subscriber is created.
🗂️
Operations directors
You need a reliable history of subscriber activity and financial transactions, but manual data transfers between Emma and Xero leave frequent gaps in your records — with this integration, every subscriber event and invoice is logged accurately every time.
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 Emma + Xero

Build and manage your Emma + 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 Emma + 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
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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 Emma to Xero?
Frequently Asked Questions
You can connect Emma to Xero in 1-click using ready templates on Integrately or by asking Integrately AI to build the automation. It connects Emma, Xero, and 1,500+ other apps like HubSpot, Google Sheets, and Slack without writing code.
Can I automatically create Xero invoices when an Emma subscriber is created?
Frequently Asked Questions
Can I connect Emma, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Emma and Xero?
Frequently Asked Questions
How does Emma handle subscriber data transfers in this integration?
Frequently Asked Questions
How does Xero receive contact updates from Emma?
Frequently Asked Questions
Do I need coding skills to automate Emma and Xero?
Frequently Asked Questions
Is the Emma and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Emma or Xero With 1500+ Other Apps

Emma
Popular Emma Integrations
Connect Emma with email marketing, CRM, and customer support tools to manage campaigns and audience engagement.
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Emma Integrations arrow right
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Xero
Popular Xero Integrations
Sync Xero with invoicing, project management, and reporting tools to keep financial data working across your stack.
See All
Xero Integrations arrow right
No popular apps found