Productive.io + Xero Integration

Integrate Productive.io to Xero in one click, or tell Integrately AI how you want each invoice handled. Generate sales invoices, update accounting records, alert your team, and track payments automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io 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.
  • Productive.io
    Update Contact in Productive.io
  • Productive.io
    Update task in Productive.io
  • Productive.io
    Search task by title in Productive.io
  • Productive.io
    Create task in Productive.io
  • Productive.io
    Create company in Productive.io
  • Productive.io
    Search company in Productive.io
  • Productive.io
    Create contact in Productive.io
  • Productive.io
    Search contact in Productive.io
  • Productive.io
    Create booking in Productive.io
  • Productive.io
    Create task list in Productive.io
  • Productive.io
    Upload attachment in Productive.io
  • Xero
    Update invoice items in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • 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
    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 Productive.io + Xero Integration

Create Xero sales invoices from new Productive.io invoices, sync contacts, update accounting entries, alert your team, and track payments, all in just one click.

Most popular automationmost-popular-automations
Xero + Productive.io Integration

Create Productive.io task for new Xero contact

Xero and Productive.io are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Xero, do you also create a task in Productive.io? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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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 Productive.io + Xero flow

Automatically log financial data in spreadsheets, notify project teams, and trigger follow-up tasks the moment your books update. Pick a combination and activate it in one click.

Productive.io
Xero
+
AsanaAsana (6)
+
SlackSlack (6)
+
HubSpotHubSpot (6)
+
Google DriveGoogle Drive (6)
+
GmailGmail (6)
+
StripeStripe (6)
P
X
A
Create a Xero sales invoice when a Productive.io invoice is created, and open a follow-up task in Asana
Productive.io invoices instantly generate matching Xero sales invoices and open a review task in Asana, removing manual bookkeeping handoffs.
X
P
A
Create a Productive.io contact when a Xero contact is created or updated, and add an onboarding task in Asana
New Xero contacts sync directly to Productive.io while creating a structured onboarding task in Asana so client setup starts immediately.
X
P
A
When a Xero payment is created or updated, update the Productive.io invoice and complete the tracking task in Asana
Record Xero payments against your Productive.io invoices automatically while clearing the corresponding tracking task in Asana.
P
X
A
Create a Xero bill when a Productive.io expense is created, and assign a review task in Asana
Productive.io expenses automatically generate Xero bills and open review tasks in Asana so project costs are accounted for instantly.
X
P
A
If a new Xero sales invoice exceeds tier limits, create a high-priority Productive.io task and log it in Asana
High-value Xero sales invoices automatically generate priority Productive.io tasks and executive review items in Asana.
X
P
A
Use ChatGPT to summarise new Xero sales invoices, log details in Productive.io, and create an Asana summary task
Extract key billing details with ChatGPT, update Productive.io records, and create an organized summary task in Asana automatically.

Supported triggers and actions for Productive.io and Xero

Mix and match to build the exact automation you need

Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
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Instant
Contact is updated in Productive.io
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Instant
Task is created in Productive.io
Triggers the automation when a new task is created
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Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
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Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
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Instant
Project is created in Productive.io
Triggers the automation when a new project is created
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Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
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Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
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Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
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Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
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Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
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Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
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Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
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Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
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Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
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Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
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Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
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Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
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Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
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Update Contact in Productive.io
Updates the contact details
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Update task in Productive.io
Updates the task details
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Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
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Create task in Productive.io
Creates a new task
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Create company in Productive.io
Generates a new company profile with given details
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Search company in Productive.io
Finds information about a company
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Create contact in Productive.io
Adds a new contact to the database
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Search contact in Productive.io
Finds and retrieves contact information
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Create booking in Productive.io
Schedule and confirm a booking request
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Create task list in Productive.io
Creates a new task list
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Upload attachment in Productive.io
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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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Update invoice items in Xero
Updates the items in an invoice
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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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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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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 Productive.io + Xero?

Streamline your agency workflows by connecting project billing, contact management, and financial accounting into a single automated pipeline.

What you can automate?
💸
Generate Xero invoices from Productive.io
Automatically create sales invoices in Xero the moment an invoice is created in Productive.io. Eliminate double-entry and keep your billing cycle moving smoothly.
📋
Capture every submitted invoice field
Map all available line items, tax details, and custom fields from Productive.io directly into Xero sales invoices instead of just basic totals.
🔔
Notify your team instantly on payment
Alert your finance or sales channel the moment a payment is created or updated in Xero. Keep everyone informed on settled client accounts.
🔀
Route transactions based on custom fields
Apply different accounting codes or tag high-value invoices depending on the criteria submitted in your Productive.io project budget.
🔄
Keep accounting records up to date
Synchronize contact updates, expense receipts, and invoice status changes between Productive.io and Xero in real time.
🔍
Prevent duplicate records automatically
Search existing contacts and items before creating new entries in Xero, ensuring your customer database remains clean and organized.
Handle payment and status changes
Automatically update project invoices when payments are received, bills are created, or credit notes are issued across both platforms.
🔌
Extend flows to popular supporting apps
Connect your core Productive.io and Xero workflow with Slack, Asana, Google Drive, or Gmail to trigger downstream operational tasks.
And much more...

Who is Productive.io + Xero integration for?

Agency owners, project managers, and finance teams need seamless financial tracking; connecting these apps ensures every billable hour and invoice flows directly into accounting.

Finance Controllers
Finance Controllers
Project Managers
Project Managers
Agency Directors
Agency Directors
Operations Leads
Operations Leads
Account Executives
Account Executives
Bookkeepers
Bookkeepers
📈
Finance Controllers
You review financial reports to guide agency strategy, but your accounting ledger only updates when someone manually exports invoices, so the revenue figures you are analysing are always several hours behind — with this integration, every new Productive.io invoice lands in Xero instantly and your financial data stays current.
Project Managers
You need to track billable milestones and project budgets in real time, but you find out about unpaid client accounts too late to adjust team allocations — this integration means every payment update flows directly into your management workflows so you can act immediately.
🏢
Agency Directors
You answer to stakeholders who want to see accurate profit margins and project performance, but fragmented data between your project tool and accounting software makes reporting difficult — connecting these apps means your leadership dashboards reflect true financial health without manual spreadsheet work.
🔄
Operations Leads
The volume of client invoices and vendor bills is too high for anyone to keep up with by hand, leading to missed billing entries and reconciliation bottlenecks — automating both apps means every transaction is processed instantly without manual data entry errors.
👥
Account Executives
You own the client relationship and depend on billing updates to manage renewals, but you often have to ask finance whether an invoice was paid — with this integration, payment statuses sync automatically so you always know your client's standing.
📋
Bookkeepers
You need a reliable audit history of every agency transaction, but you keep finding gaps between project time tracking and accounting records — connecting these apps means every invoice, bill, and payment matches perfectly across systems.
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 Productive.io + Xero

Build and manage your Productive.io + 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 Productive.io + 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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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 Productive.io to Xero?
Frequently Asked Questions
You can connect Productive.io to Xero in one click using ready-made flows on Integrately, or ask Integrately AI to build the automation. Connect your accounts and start syncing invoices with Asana, Slack, HubSpot, and 1,500+ other apps.
Can I automatically create Xero invoices when a Productive.io invoice is created?
Frequently Asked Questions
Can I connect Productive.io, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Productive.io and Xero?
Frequently Asked Questions
How do contact updates synchronise between Productive.io and Xero?
Frequently Asked Questions
How are payments tracked between Xero and Productive.io?
Frequently Asked Questions
Do I need coding skills to automate Productive.io and Xero?
Frequently Asked Questions
Is the Productive.io and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Productive.io or Xero With 1500+ Other Apps

Productive.io
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