Ora + Xero Integration

Integrate Ora to Xero in one click, or tell Integrately AI how you want each task handled. Create contacts, log invoices, update accounts, and track your business finances automatically.

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1.
  • Ora
    Task is created in Ora
  • Ora
    Assignee is added to task in Ora
  • Ora
    Comment is added to task in Ora
  • Ora
    Label is added to task in Ora
  • 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.
  • Ora
    Create card in Ora
  • Ora
    Add member to card in Ora
  • Ora
    Create comment in Ora
  • Ora
    Create list in Ora
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items 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
    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 Ora + Xero Integration

Capture tasks, generate sales invoices, update contacts, alert your team, and track payments, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
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Connect more apps to your Ora + Xero flow

Sync project tasks and financial records across your team's favorite tools once the core workflow completes. Pick a combination and activate it in one click.

Ora
Xero
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TrelloTrello (8)
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Google DriveGoogle Drive (8)
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StripeStripe (8)
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GmailGmail (8)
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SlackSlack (8)
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ClockifyClockify (8)
O
X
T
Create a Xero contact and a Trello card when a task is created in Ora
Ora tasks immediately generate a Xero contact and a Trello card so your project planning and books stay updated without manual entry.
O
X
T
Send a Trello alert and create a Xero contact when a task is created in Ora
Notify your team on Trello and update Xero contacts instantly whenever a new Ora task is created.
X
T
O
When a Xero contact is updated, update the matching Trello card and log it in Ora
Keep Trello cards and Ora logs synchronized whenever contact details are modified in Xero.
O
X
T
Create a Trello card and a Xero bill when a comment is added to an Ora task
Turn task comments in Ora into actionable Xero bills and Trello tracking cards automatically.
O
X
T
If an Ora task has a specific label, create a Xero invoice and a Trello card
Route labeled Ora tasks into Xero invoices and priority Trello tracking cards automatically.
X
T
O
When a Xero payment is created, update the Trello card status and add a comment in Ora
Mark Trello cards complete and leave confirmation comments in Ora when Xero payments are received.
O
X
T
Use Claude to summarize Ora tasks, create a Xero bill, and add a Trello card
Extract financial details from Ora tasks using Claude, generate Xero bills, and organize Trello cards.
O
X
T
S
When a task is created in Ora, create a Xero invoice, add a Trello card, and notify via Slack
Deploy a multi-step pipeline connecting Ora tasks to Xero invoices, Trello boards, and Slack alerts.

Supported triggers and actions for Ora and Xero

Mix and match to build the exact automation you need

Ora
Ora Triggers & Actions
Task is created in Ora
Triggers the automation when a new task is created
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Assignee is added to task in Ora
Triggers the automation when any task is assigned to someone
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Comment is added to task in Ora
Triggers the automation when a comment is added to a task
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Label is added to task in Ora
Triggers the automation when any task is labelled
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Create card in Ora
Generates a new card for a task
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Add member to card in Ora
Assigns a team member to a task card
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Create comment in Ora
Generates a new comment
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Create list in Ora
Generates a new list
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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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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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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 Ora + Xero?

Streamline your project management and accounting by connecting Ora tasks directly to Xero invoices, contacts, and financial records.

What you can automate?
๐Ÿงพ
Create Xero contacts and invoices automatically from Ora tasks
Generate Xero contacts and sales invoices the moment a task is created in Ora. Eliminate manual data entry and keep billing cycles moving without delay.
๐Ÿ“‹
Map all task details and custom labels into Xero records
Transfer every submitted task description, assignee, and label from Ora directly into corresponding Xero fields for comprehensive record-keeping.
๐Ÿ””
Send instant notifications when financial records update
Alert your team instantly via messaging apps whenever Xero invoices are paid or new contacts are registered from Ora tasks.
๐Ÿ”€
Route invoices based on task categories or assigned members
Apply conditional logic to send specific Ora tasks to separate Xero accounts or billing structures based on submitted labels.
๐Ÿ”„
Sync modifications between Ora tasks and Xero items instantly
Keep your project management boards and accounting books perfectly aligned by updating Xero items whenever Ora tasks change.
๐Ÿ›ก๏ธ
Prevent duplicate entries by updating existing Xero contacts
Check for existing records before creating new entries, ensuring your Xero database remains clean and free of duplicate contacts.
๐Ÿ’ณ
Update Xero payments and bills when project tasks are completed
Reflect project completion in your accounting books by automatically logging payments and closing bills in Xero when tasks finish.
๐Ÿ”—
Connect your core pair with Slack to notify teams of billing updates
Extend your Ora and Xero automation by piping financial updates and invoice statuses directly into designated Slack channels.
And much more...

Who is Ora + Xero integration for?

Project managers and accountants connect Ora and Xero to keep team workflows and financial records aligned without manual data entry.

Finance Directors
Finance Directors
Operations Managers
Operations Managers
Project Leads
Project Leads
Team Coordinators
Team Coordinators
Account Executives
Account Executives
Bookkeepers
Bookkeepers
๐Ÿ“Š
Finance Directors
You're tracking project timelines in Ora while reconciling accounts in Xero, but financial reports only update after manual exports, so the budget numbers you review are always outdated โ€” with this integration, every task and transaction stays perfectly synchronised.
โšก
Operations Managers
You manage client deliverables in Ora but need immediate billing records in Xero, but delayed invoice creation leaves revenue waiting, so cash flow visibility drops โ€” automating both apps means invoices generate the moment work begins and billing happens instantly.
๐Ÿ“‹
Project Leads
You update client task statuses in Ora and manually copy payment details into Xero, but manual handoffs cause missed billable hours, so clients question project costs โ€” connecting these apps means billable items record automatically and financial tracking stays accurate.
๐Ÿ“ฆ
Team Coordinators
You handle hundreds of project tasks in Ora alongside Xero purchases, but high volume causes manual entry errors, so expense records develop missing lines โ€” this integration means every transaction logs cleanly without manual effort.
๐Ÿ”„
Account Executives
You close deals and assign project tasks in Ora before accounting sets up Xero contacts, but handoff delays stall billing, so onboarding drags โ€” automating both apps means contacts and invoices create simultaneously the moment tasks begin.
๐Ÿ“
Bookkeepers
You record completed milestones in Ora but hunt for matching Xero receipts, but scattered records create audit gaps, so financial histories are incomplete โ€” connecting these apps means every financial event maintains a reliable audit trail.
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 Ora + Xero

Build and manage your Ora + 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 Ora + 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Ora + Xero Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Ora to Xero?
Frequently Asked Questions
You can connect Ora to Xero in 1 click using ready-made workflows or use Integrately AI to build your integration. Simply connect your Ora and Xero accounts, select your preferred automation, and activate it instantly.
Can I automatically create Xero invoices when tasks are created in Ora?
Frequently Asked Questions
Can I connect Ora, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Ora and Xero?
Frequently Asked Questions
How do task updates sync with Xero contacts?
Frequently Asked Questions
Can Xero invoice updates create new Ora tasks?
Frequently Asked Questions
Do I need coding skills to automate Ora and Xero?
Frequently Asked Questions
Is the Ora and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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