JustCall + Xero Integration

Integrate JustCall to Xero in one click, or tell Integrately AI how you want each call handled. Log call details, create sales invoices, update contacts, and alert your team automatically.

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1.
  • JustCall
    Contact is created in JustCall
  • JustCall
    Text is sent or received in JustCall Instant
  • JustCall
    Call details are updated in JustCall Instant
  • JustCall
    Call is completed in JustCall Instant
  • JustCall
    Appointment is created in JustCall Instant
  • JustCall
    Voicemail is created in JustCall 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.
  • JustCall
    Add contact to SalesDialer campaign in JustCall
  • JustCall
    Remove contact from SalesDialer campaign in JustCall
  • JustCall
    Get campaign contacts by campaign id in JustCall
  • JustCall
    Update contact in JustCall
  • JustCall
    Create contact in JustCall
  • JustCall
    Search contact in JustCall
  • JustCall
    Send text message in JustCall
  • JustCall
    Schedule text message in JustCall
  • JustCall
    Send multimedia text message in JustCall
  • JustCall
    Check for text replies in JustCall
  • 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 JustCall + Xero Integration

Create sales invoices from completed calls, update contact details, record payments, and track billing, all in just one click.

Most popular automationsmost-popular-automations
JustCall + Xero Integration

Create Xero sales invoice for new JustCall event

If you're a professional who works on one-to-one basis and uses JustCall to manage your events, you may want to create an sales invoice in Xero when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding sales invoice in Xero.

This can save you time when creating sales invoice and tracking payments for your events.
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Xero + JustCall Integration

Create JustCall 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 - JustCall integration, anytime a new Xero contact is created, an JustCall 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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JustCall + Xero Integration

Create Xero task for new JustCall event

Creating task in Xero is a great way to keep track of task that need to be completed when an event is created in your JustCall account.

With the help of this integration, when an event is created, a task will be automatically created in Xero and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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JustCall + Xero Integration

Create Xero task for new JustCall contact

In JustCall, when you create a contact, it automatically creates a task in Xero for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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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 JustCall + Xero flow

Teams often need to notify colleagues, log customer notes, and track follow-up tasks after an invoice is generated. Pick a combination and activate it in one click.

JustCall
Xero
+
StripeStripe (3)
+
HubspotHubspot (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
J
X
S
When a call is completed in JustCall, create a sales invoice in Xero, and create a charge in Stripe.
Completed calls immediately generate a Xero sales invoice and a Stripe charge, eliminating manual billing steps.
S
J
X
When a payment is created in Stripe, update the contact in JustCall, and create a sales invoice in Xero.
Stripe payments update JustCall contact records and generate Xero sales invoices automatically.
S
J
X
If a Stripe charge succeeds, update the contact in JustCall and create a sales invoice in Xero.
Successful Stripe charges trigger JustCall contact updates and Xero invoice creation instantly.

Supported triggers and actions for JustCall and Xero

Mix and match to build the exact automation you need

JustCall
JustCall Triggers & Actions
Contact is created in JustCall
Triggers the automation when a new contact is created
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Instant
Text is sent or received in JustCall
Triggers the automation when a text is sent or received
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Instant
Call details are updated in JustCall
Triggers the automation when call details are updated
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Instant
Call is completed in JustCall
Triggers the automation when a call is completed
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Instant
Appointment is created in JustCall
Triggers the automation when a new appointment is created
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Instant
Voicemail is created in JustCall
Triggers the automation when a voicemail is created
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Add contact to SalesDialer campaign in JustCall
Adds a contact to a sales outreach campaign for efficient follow-up and communication
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Remove contact from SalesDialer campaign in JustCall
Removes a contact from a salesdialer campaign
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Get campaign contacts by campaign id in JustCall
Retrieves all contacts associated using the campaign id
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Update contact in JustCall
Updates contact information with new details
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Create contact in JustCall
Adds a new contact to the database
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Search contact in JustCall
Finds and retrieves contact information
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Send text message in JustCall
Sends a text message
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Schedule text message in JustCall
Schedules a text message
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Send multimedia text message in JustCall
Sends a multimedia text message
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Check for text replies in JustCall
Check for any text replies received
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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 JustCall + Xero?

Streamline your communication and accounting workflows with automated triggers and actions.

What you can automate?
๐Ÿงพ
Create sales invoices from completed calls
Automatically generate a Xero sales invoice the moment a call is completed in JustCall, removing the need for manual data entry between your phone system and accounting books.
๐Ÿ“‹
Capture every submitted field and call note
Map complete call details, contact data, and notes into your Xero invoices instead of basic names, ensuring your financial records contain full context.
๐Ÿ””
Notify your team instantly on completion
Alert your finance or sales team the second a call finishes and an invoice is created, keeping everyone aligned on billing events.
๐Ÿ”€
Route invoices based on call criteria
Perform different actions or create tailored invoices depending on specific tags or field values submitted during your JustCall conversations.
๐Ÿ”„
Keep financial records continuously updated
Ensure contact updates and invoice modifications stay synchronized across JustCall and Xero without manual intervention.
๐Ÿ‘ฅ
Avoid duplicate contacts and records
Search existing contacts before creating new entries in Xero or JustCall, maintaining clean data across your entire stack.
๐Ÿ’ณ
Handle payment and status changes automatically
Trigger follow-up actions or update records when payment statuses or invoice states change in your accounting software.
๐Ÿ’ฌ
Extend your workflow to team messaging
Connect your core billing flow to Slack so your entire team receives instant updates whenever a new Xero invoice is generated.
And much more...

Who is JustCall + Xero integration for?

Sales teams, accountants, and business owners managing client communications and financial records benefit by eliminating manual data entry between calls and invoices.

Financial Controllers
Financial Controllers
Sales Managers
Sales Managers
Client Success Leads
Client Success Leads
High-Volume Support Teams
High-Volume Support Teams
Billing Coordinators
Billing Coordinators
Operations Directors
Operations Directors
๐Ÿ“ˆ
Financial Controllers
You're reconciling billing records against phone logs but your ledger only updates when someone manually creates invoices, so your revenue numbers are always a few hours behind โ€” with this integration, every completed call generates an invoice instantly and your data stays current.
โšก
Sales Managers
You need to track client commitments made during phone calls, but details get lost before reaching accounting, so billing delays accumulate โ€” automating both apps means every call outcome is logged immediately into your financial records.
๐Ÿค
Client Success Leads
You answer to clients who expect accurate billing following support and consultation calls, but manual handoffs cause discrepancies โ€” this integration means every interaction is reflected in your accounting software without delay.
๐Ÿ“Š
High-Volume Support Teams
You handle hundreds of customer calls daily where service agreements dictate invoicing, but manual entry cannot keep up with call volume โ€” connecting these apps means invoices are generated the moment a call wraps up.
๐Ÿ’ผ
Billing Coordinators
You own the invoicing process and depend on sales reps to pass along call details, but information gets missed in transit โ€” this integration means your sales invoices are created automatically based on real communication events.
๐Ÿ—‚๏ธ
Operations Directors
You need a reliable audit history linking customer phone interactions to financial transactions, but gaps appear when team members forget to log records โ€” automating both platforms ensures complete synchronization across your systems.
Our team

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Why choose Integrately to automate JustCall + Xero

Build and manage your JustCall + 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 JustCall + 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
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect JustCall to Xero?
Frequently Asked Questions
You can connect JustCall to Xero in 1 click using ready-made templates on Integrately or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create Xero invoices when a JustCall call finishes?
Frequently Asked Questions
Can I connect JustCall, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for JustCall and Xero?
Frequently Asked Questions
How are JustCall contacts updated during this integration?
Frequently Asked Questions
Can Xero invoice creation trigger contact updates in JustCall?
Frequently Asked Questions
Do I need coding skills to automate JustCall and Xero?
Frequently Asked Questions
Is the JustCall and Xero integration free?
Frequently Asked Questions
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You Can Also Connect JustCall or Xero With 1500+ Other Apps

JustCall
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Xero
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Sync Xero with project management, payment processing, and reporting tools to keep financial data working across your stack.
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