How to better manage accounts & finances with the top 12 Xero Automations
Boost operational efficiency and automate business tasks with the top 12 Xero integrations. Enhance your accounting and financial processes seamlessly.
Reviewshake + Xero Integration
Integrate Reviewshake to Xero in one click, or tell Integrately AI how you want each invoice handled. Trigger customer review campaigns automatically when invoices are issued, update your books, alert your team, and track review performance without manual work.
Free forever.Use premium features free for 14 days.1.
Contact is created/updated in Xero- Contact (supplier) in Xero
- Sales Invoice is created/updated in Xero
- Expense claim receipt is created/updated in Xero
- Payment is created/updated in Xero
- Quote is created/updated in Xero
- Account is created/updated in Xero
- Item is created/updated in Xero
- Purchase Order is created/updated in Xero
- Bill is created/updated in Xero
- Bank Transfer is created in Xero
- Bank Transaction is created/updated in Xero
- User is created/updated in Xero
2.
Subscribe customers to a campaign in Reviewshake- Create location in Reviewshake
- Unsubscribe customer in Reviewshake
- Create review source in Reviewshake
- Search item by name in Xero
- Get online invoice URL in Xero
- Update invoice items in Xero
- Create item code in Xero
- Add attachment to purchase order in Xero
- Add attachment to contact in Xero
- Create task in Xero
- Create project in Xero
- Add attachment to invoice in Xero
- Create sales invoice in Xero
- Create sales invoice for existing contact in Xero
- Search sales invoice in Xero
- Get sales invoice by id in Xero
- Create contact in Xero
- Search contact by email address in Xero
- Search contact by name in Xero
- Update contact in Xero
- Search contact by account number in Xero
- Create payment in Xero
- Create quote in Xero
- Create bill in Xero
- Create purchase order in Xero
- Add items to existing sales invoice in Xero
- Send sales invoice by email in Xero
- Search item in Xero
- Create bank transfer in Xero
- Create credit note in Xero
- Create bank transaction in Xero
- Search account in Xero
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Ready Workflows for Reviewshake + Xero Integration
Subscribe customers to review campaigns, update contact records, alert your team, and track review metrics, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Reviewshake + Xero flow
Automate customer follow-ups, sync accounting records across your tools, and keep your entire team informed. Pick a combination and activate it in one click.
+
Stripe (4)
Stripe (4) +
HubSpot (4)
HubSpot (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
Google Sheets (4)
Google Sheets (4) +
Typeform (4)
Typeform (4) X
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R
When a sales invoice is created or updated in Xero, create a customer in Stripe and subscribe them to a campaign in Reviewshake.
New Xero invoices instantly create Stripe customers and enrol them in Reviewshake campaigns without manual exports.
X
S
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When a payment is created or updated in Xero, update the customer in Stripe and subscribe them to a campaign in Reviewshake.
Recorded payments in Xero update Stripe records and trigger customer review campaigns in Reviewshake automatically.
X
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When a contact is created or updated in Xero, create a customer in Stripe and subscribe them to a review campaign in Reviewshake.
Xero contacts instantly establish Stripe profiles and join Reviewshake campaigns for automated feedback collection.
X
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When a quote is created or updated in Xero, create a customer in Stripe and create a review source in Reviewshake.
New Xero quotes establish billing profiles in Stripe and set up tracking locations in Reviewshake instantly.
Supported triggers and actions for Reviewshake and Xero
Mix and match to build the exact automation you need
Reviewshake Triggers & Actions
Create review source in Reviewshake
Generates a new source for reviewing products and services
Try it → Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Try it → Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Try it → Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
Try it → Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
Try it → Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Try it → Account is created/updated in Xero
Triggers the automation when an account is created or updated
Try it → Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Try it → Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Try it → Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
Try it → What can you automate with Reviewshake + Xero?
Streamline your customer review management and accounting operations with ready-made automation workflows.
🧾
Trigger review campaigns from new Xero invoices
Automatically subscribe customers to a campaign in Reviewshake the moment a sales invoice is created or updated in Xero. Eliminate manual list exports and engage clients at the right time.
📋
Capture every submitted contact detail accurately
Map all available contact fields from Xero straight into Reviewshake campaigns without missing custom attributes. Ensure your feedback collection targets complete profile data.
🔔
Notify your team when invoices are issued
Alert your finance or customer success channel on Slack whenever a new sales invoice is generated in Xero. Keep all departments informed of billing milestones instantly.
🔀
Route campaigns based on invoice attributes
Send customers to different Reviewshake campaigns depending on the invoice amount or product type in Xero. Personalise your feedback collection based on actual purchase data.
🔄
Keep customer records updated as details change
Automatically update customer information in Reviewshake whenever contact details or billing information are modified in Xero. Prevent outdated records from disrupting campaigns.
🗂️
Add or update records without creating duplicates
Search for existing review sources and customer profiles before creating new entries in Reviewshake. Maintain a clean database without redundant customer records.
💳
Handle payment updates and status changes
Trigger review campaign subscriptions or update tracking locations automatically when a payment is created or updated in Xero. Reflect financial settlements in your feedback workflows.
🔗
Extend billing data into Google Sheets
Log every Xero invoice and payment into Google Sheets while simultaneously triggering your Reviewshake feedback campaigns. Connect accounting data to your reporting spreadsheets.
And much more...
Who is Reviewshake + Xero integration for?
Connect Reviewshake and Xero to synchronize customer review campaigns with financial records, eliminating manual data entry for growing businesses.
Performance Marketers
Customer Success Leads
Account Managers
Operations Managers
Sales Representatives
Finance Teams
📈
Performance Marketers
You're monitoring review scores and campaign analytics in Reviewshake, but your financial metrics live separately in Xero so your revenue reporting is always outdated — with this integration, every billing event links directly to customer feedback tracking and keeps your analysis accurate.
⚡
Customer Success Leads
You need to trigger review campaigns the moment a client pays their invoice, but manual list exports mean requests go out days late — with this integration, every payment update in Xero enrols clients into Reviewshake campaigns instantly.
📊
Account Managers
You report on client health and review ratings to stakeholders, but keeping contact details updated across your accounting books and feedback tools takes hours of manual work — automating both apps means your client rosters stay synchronized across every platform.
🏢
Operations Managers
Your high volume of incoming invoices and contacts makes manual campaign management impossible to maintain without errors — this integration means every new Xero record automatically establishes review sources and triggers customer workflows.
💼
Sales Representatives
You depend on accounting updates to know when quotes convert into paid invoices so you can request reviews, but communication gaps delay your follow-ups — connecting these apps means review campaigns start automatically upon payment confirmation.
📁
Finance Teams
You require a reliable audit trail linking customer invoices and payments to feedback history, but manual record-keeping leaves gaps in your tracking — with this integration, every financial event creates consistent records across your entire stack.
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 Reviewshake + Xero
Build and manage your Reviewshake + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Reviewshake + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Reviewshake + Xero Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Reviewshake to Xero?
You can connect Reviewshake to Xero in 1 click using ready templates on Integrately, or use Integrately AI to build your exact workflow. There are 1,500+ integrations available to connect with Slack, HubSpot, Google Sheets, and other tools.
Can I automatically subscribe customers to Reviewshake campaigns when a sales invoice is created in Xero?
Can I connect Reviewshake, Xero, and Slack?
What is a good Zapier alternative for Reviewshake and Xero?
How does Reviewshake handle customer data when connected to Xero?
How are Xero payments and invoices synced with Reviewshake?
Do I need coding skills to automate Reviewshake and Xero?
Is the Reviewshake and Xero integration free?
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