Ontraport + Xero Integration

Integrate Ontraport to Xero in one click, or tell Integrately AI how you want each transaction handled. Sync customer accounts, create sales invoices, record payments, and update your financial records automatically.

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1.
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
  • 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.
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create item code in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice 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 Ontraport + Xero Integration

Create invoices for new transactions, sync customer accounts, update payment statuses, alert your finance team, and keep your books accurate, all in just one click.

Most popular automationsmost-popular-automations
Xero + Ontraport Integration

Create Ontraport contact for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Ontraport 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 Ontraport.

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

Create Xero task for new Ontraport 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 Ontraport 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 Ontraport response received today - your customers will thank you for it!
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Ontraport + Xero Integration

Create Xero task for new Ontraport contact

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

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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Connect more apps to your Ontraport + Xero flow

Keep your wider business stack aligned by routing financial updates to messaging, payment, and spreadsheet tools. Pick a combination and activate it in one click.

Ontraport
Xero
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StripeStripe (4)
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MailchimpMailchimp (4)
+
ShopifyShopify (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
O
X
S
Create a Xero sales invoice for every new Ontraport transaction, and create a customer in Stripe
New Ontraport transactions immediately generate a Xero sales invoice and a Stripe customer profile, eliminating manual bookkeeping errors.
O
X
S
When a contact is created in Ontraport, create a contact in Xero and add a customer in Stripe
Keep customer records updated across Ontraport, Xero, and Stripe the moment a new contact signs up.
O
X
S
Create a payment in Xero when a Stripe payment succeeds, and update the transaction in Ontraport
Record payments in Xero and update Ontraport instantly whenever a charge succeeds in Stripe.
O
X
S
Use ChatGPT to review Stripe payment failures, create a Xero credit note, and update Ontraport
Process failed payments with AI assistance, generate Xero credit notes, and log notes in Ontraport.

Supported triggers and actions for Ontraport and Xero

Mix and match to build the exact automation you need

Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
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Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
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Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
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Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
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Transaction is created in Ontraport
Triggers the automation when a new transaction is created
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Form is created in Ontraport
Triggers the automation when a new form is created
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Group is created in Ontraport
Triggers the automation when a new group is created
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Create transaction in Ontraport
Records a new transaction
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Update product in Ontraport
Modifies an existing product
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Search product by name in Ontraport
Finds a product based on its name
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Create product in Ontraport
Adds a new product to the system
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Create contact in Ontraport
Adds a new contact to the database
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Update contact in Ontraport
Updates contact information with new details
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Search contact in Ontraport
Finds and retrieves contact information
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Get transaction by Id in Ontraport
Retrieves a transaction using its id
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Search campaign in Ontraport
Searches for a campaign
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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 purchase order in Xero
Uploads and attach files to purchase orders
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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 item code in Xero
Generates new unique item code
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Search item by name in Xero
Locates and retrieves particular item information
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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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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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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 Ontraport + Xero?

Streamline your entire financial and CRM workflow with automated data syncing.

What you can automate?
๐Ÿงพ
Generate Xero invoices from Ontraport transactions automatically
Create sales invoices in Xero the moment a new transaction is recorded in Ontraport. Eliminate manual bookkeeping and accelerate your billing cycle.
๐Ÿ“‹
Capture every custom field and transaction detail
Map all available Ontraport form submissions and transaction parameters directly into Xero invoice line items. Ensure your accounting records contain complete customer data.
๐Ÿ””
Notify your finance team instantly on Slack
Send instant alerts to your finance channel whenever a new invoice is generated or paid. Keep your team informed without checking multiple dashboards.
๐Ÿ”€
Route invoices based on transaction amounts or tags
Apply conditional logic to direct high-value transactions to senior accountants while standard invoices process automatically. Tailor your billing workflow to business rules.
๐Ÿ”„
Keep customer contact records synchronized across platforms
Automatically update Xero contact details whenever customer information changes in Ontraport. Prevent outdated billing addresses and contact errors.
๐Ÿ”
Search and update existing contacts instead of creating duplicates
Verify existing contact records in Xero before generating new profiles. Maintain a clean, deduplicated database across your CRM and accounting tools.
๐Ÿ’ณ
Handle payment updates and credit notes seamlessly
Trigger automated workflows when Xero invoices are paid or refunded. Update transaction statuses in Ontraport without manual reconciliation.
๐Ÿ“Š
Extend your financial workflow to Google Sheets or Stripe
Connect your core Ontraport and Xero setup with payment gateways and spreadsheets for comprehensive financial reporting. Build custom multi-app pipelines easily.
And much more...

Who is Ontraport + Xero integration for?

Designed for business owners, accountants, and sales teams who need seamless financial tracking without manual data entry between platforms.

Finance directors and controllers
Finance directors and controllers
Sales managers
Sales managers
Client accountants
Client accountants
E-commerce store managers
E-commerce store managers
Operations leads
Operations leads
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance directors and controllers
You're reviewing revenue reports every week but your accounting ledger only updates when someone manually exports transactions, so the cash flow numbers you're budgeting against are always lagging โ€” this integration means every new transaction creates an invoice instantly and your books stay current.
โšก
Sales managers
You need to track deal closures and invoice generation immediately, but your team wastes hours copying CRM data into billing tools, so revenue tracking is delayed โ€” automating both apps means every closed deal generates an invoice instantly and your sales pipeline stays aligned with accounting.
๐Ÿค
Client accountants
You answer to business owners who want real-time visibility into incoming payments, but manual reconciliation leaves gaps in your financial reporting โ€” connecting these apps means every payment updates your records automatically and your client reporting is always accurate.
๐Ÿ›’
E-commerce store managers
The volume of daily orders is too high for anyone to keep up by hand, leading to mismatched invoices and frustrated customers โ€” with this integration, every store order generates a Xero invoice automatically and your fulfillment tracking runs without errors.
โš™๏ธ
Operations leads
You own the billing workflow and depend on sales reps upstream to hand over customer details before you can invoice, causing chronic delays โ€” automating both apps means customer records flow straight from CRM to accounting the moment a deal closes.
๐Ÿ“‹
Bookkeepers
You need a reliable transaction history and keep finding missing customer records between your CRM and accounting ledgers โ€” this integration means every contact and transaction syncs across platforms without manual intervention or data gaps.
Our team

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Why choose Integrately to automate Ontraport + Xero

Build and manage your Ontraport + 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 Ontraport + 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?

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Frequently Asked Questions

How do I connect Ontraport to Xero?
Frequently Asked Questions
You can connect Ontraport to Xero in one click using pre-built workflows on Integrately, or use Integrately AI to configure custom data mapping between your CRM and accounting tools.
Can I automatically create Xero invoices from Ontraport transactions?
Frequently Asked Questions
Can I connect Ontraport, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Ontraport and Xero?
Frequently Asked Questions
How are Ontraport contacts synced with Xero?
Frequently Asked Questions
Can I update Xero invoices when Ontraport transactions change?
Frequently Asked Questions
Do I need coding skills to automate Ontraport and Xero?
Frequently Asked Questions
Is the Ontraport and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Ontraport or Xero With 1500+ Other Apps

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Xero
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