Infinity + Xero Integration

Integrate Infinity to Xero in one click, or tell Integrately AI how you want each item handled. Create sales invoices, update contacts, log payments, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Infinity
    Item is created in Infinity Instant
  • Infinity
    Item is updated in Infinity Instant
  • Infinity
    Folder is created in Infinity
  • Infinity
    Comment is created in Infinity Instant
  • Infinity
    Comment is updated in Infinity Instant
  • Infinity
    Board is created in Infinity
  • Infinity
    Member is created in Infinity
  • 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.
  • Infinity
    Create item in Infinity
  • Infinity
    Update item in Infinity
  • Infinity
    Search item in Infinity
  • Infinity
    Create folder in Infinity
  • Infinity
    Search folder in Infinity
  • Infinity
    Search member in Infinity
  • Infinity
    Search board in Infinity
  • Infinity
    Create comment in Infinity
  • Infinity
    Get item by ID in Infinity
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Add attachment to invoice 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
    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 WorkflowsReady Workflows ย  for Infinity + Xero Integration

Create sales invoices, sync contacts, update financial records, alert your team, and record payments, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Infinity + Xero flow

Trigger follow-up tasks, notify team channels, and log financial records across your favorite tools once your core automation runs. Pick a combination and activate it in one click.

Infinity
Xero
+
AsanaAsana (3)
+
Google DriveGoogle Drive (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
I
X
A
Create a sales invoice in Xero when an item is created in Infinity, and add a task in Asana
New Infinity items generate Xero sales invoices instantly while Asana creates the follow-up task, so project work and billing stay aligned.
X
I
A
When a contact is updated in Xero, update the matching item in Infinity and complete the Asana task
Xero contact updates sync back to Infinity while closing the corresponding Asana task, keeping client records current everywhere.
I
X
A
Use Claude to summarise new Infinity items, create a sales invoice in Xero, and create an Asana task
Claude summarises project items before generating Xero invoices and Asana tasks, ensuring structured project data.

Supported triggers and actions for Infinity and Xero

Mix and match to build the exact automation you need

Infinity
Infinity Triggers & Actions
Instant
Item is created in Infinity
Triggers the automation when a new item is created
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Instant
Item is updated in Infinity
Triggers the automation when an item is modified
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Folder is created in Infinity
Triggers the automation when a new folder is created
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Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
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Instant
Comment is updated in Infinity
Triggers the automation when a comment is updated
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Board is created in Infinity
Triggers the automation when a new board is created
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Member is created in Infinity
Triggers the automation when a new member is added
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Create item in Infinity
Generates a new item
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Update item in Infinity
Updates an item with new information
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Search item in Infinity
Locates and retrieves particular item information
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Create folder in Infinity
Creates a new folder in the designated location
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Search folder in Infinity
Searches for a folder
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Search member in Infinity
Searches for a member with
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Search board in Infinity
Searches for a board
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Create comment in Infinity
Generates a new comment
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Get item by ID in Infinity
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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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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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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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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 Infinity + Xero?

Streamline your project management and accounting operations with targeted automation rules.

What you can automate?
๐Ÿงพ
Create sales invoices from new project items
Automatically generate a Xero sales invoice the moment a new item is created in Infinity. Eliminate manual billing entry and ensure revenue tracking starts immediately.
๐Ÿ“
Capture every submitted custom field
Map detailed Infinity item attributes directly into corresponding Xero invoice line items. Your financial records preserve all project specifications.
๐Ÿ””
Alert your finance team instantly
Notify your team on Slack or via email as soon as new billing records or invoices are generated. Keep your financial stakeholders informed in real time.
๐Ÿ”€
Route transactions based on project category
Apply conditional rules to send specific Infinity items to different Xero accounts or billing tiers based on submitted attributes.
๐Ÿ”„
Keep project boards and ledgers in sync
Automatically update item statuses in Infinity whenever Xero invoices, contacts, or payment statuses change. Maintain perfect alignment across departments.
๐Ÿ”
Search and update instead of creating duplicates
Check for existing contacts or items in Xero before creating new records. Prevent duplicate entries and keep your database clean.
๐Ÿ’ณ
Handle payment and bill status changes
Trigger automated updates in Infinity when Xero payments, bills, or credit notes are created or updated. Reflect financial outcomes on project boards instantly.
๐Ÿš€
Extend workflows to external apps
Connect your core Infinity and Xero automation with Asana, Google Drive, Slack, or Google Sheets to trigger multi-app operational pipelines.
And much more...

Who is Infinity + Xero integration for?

Connect project management workflows with financial tracking to eliminate manual data entry and keep billing records accurate across your entire team.

Finance directors
Finance directors
Operations managers
Operations managers
Client service leads
Client service leads
Billing teams
Billing teams
Accountants
Accountants
Project auditors
Project auditors
๐Ÿ“ˆ
Finance directors
You're tracking project deliverables in Infinity but your accounting reports in Xero only update when someone manually invoices, so the revenue numbers you review are always a few days behind โ€” with this integration, every new project item generates a sales invoice instantly and your books stay current.
โšก
Operations managers
You're managing tasks in Infinity, but you find out about unpaid bills or failed payments too late to keep projects moving smoothly โ€” with this integration, every Xero payment status update triggers an immediate task update in Infinity so your team acts fast.
๐Ÿค
Client service leads
You're organizing client deliverables in Infinity while stakeholders ask for financial progress reports, but compiling them takes hours โ€” with this integration, every Xero invoice syncs directly with your project records and your clients see accurate updates immediately.
๐Ÿ“‹
Billing teams
You're handling high volumes of project items in Infinity, but keying them into Xero by hand leads to bottlenecks and missed invoicing โ€” with this integration, every new item creates a sales invoice automatically and your billing workflow keeps pace.
๐Ÿ’ผ
Accountants
You're waiting on project teams to hand over project details from Infinity before you can run billing in Xero, leaving gaps in your financial cycle โ€” with this integration, every project update passes straight to accounting and your ledger stays complete.
๐Ÿ”
Project auditors
You're maintaining project boards in Infinity, but keeping a reliable financial history requires cross-referencing Xero by hand and you keep finding gaps โ€” with this integration, every transaction and invoice links automatically to your project items and your audit trail stays accurate.
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 Infinity + Xero

Build and manage your Infinity + 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 Infinity + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Infinity to Xero?
Frequently Asked Questions
You can connect Infinity to Xero instantly using ready-made templates on Integrately. Choose a template, connect your accounts with 1-click setup, or ask Integrately AI to build the workflow for you.
Can I automatically create sales invoices in Xero from Infinity project items?
Frequently Asked Questions
Can I connect Infinity, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Infinity and Xero?
Frequently Asked Questions
How does Infinity handle data mapping during integration?
Frequently Asked Questions
Can Xero triggers update my Infinity project boards?
Frequently Asked Questions
Do I need coding skills to automate Infinity and Xero?
Frequently Asked Questions
Is the Infinity and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Infinity or Xero With 1500+ Other Apps

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