Send RingCentral message for new Xero payment
Xero + RingCentral Integration
RingCentral + Xero Integration
Integrate RingCentral to Xero in one click, or tell Integrately AI how you want each contact handled. Log incoming calls, create contacts and invoices, update your accounting records, and track financials automatically.
Free forever.Use premium features free for 14 days.1.
Call is recorded in RingCentral- SMS is received in RingCentral Instant
- Call is missed in RingCentral Instant
- Call is received in RingCentral Instant
- Voicemail received in RingCentral Instant
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.
- Create contact in RingCentral
- Send SMS in RingCentral
- Generate Ringout Call in RingCentral
- Search User in RingCentral
- Add attachment to contact in Xero
- Add attachment to purchase order in Xero
- Create task in Xero
- Create item code in Xero
- Update invoice items in Xero
- Create project in Xero
- Get online invoice URL in Xero
- Search item by name 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
Trusted by experts at...
Ready Workflows for RingCentral + Xero Integration
Capture incoming calls, log customer interactions, keep Xero accounts updated, alert your team, and track financials, all in just one click.
Most popular automations
Send RingCentral message for new Xero contact
Anytime a new contact is added to your Xero, automatically send them a message through RingCentral letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Xero - RingCentral integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See moreFurthermore, with this Xero - RingCentral integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Send RingCentral message for new Xero account
Xero + RingCentral Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your RingCentral + Xero flow
Automate billing updates, client communications, and accounting workflows across your entire stack. Pick a combination and activate it in one click.
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Stripe (3)
Stripe (3) +
HubSpot (3)
HubSpot (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Sheets (3)
Google Sheets (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) R
X
S
When a call is received in RingCentral, create a contact in Xero, and create a customer in Stripe
New phone calls in RingCentral instantly generate a Xero contact and a Stripe customer, eliminating manual data entry.
X
S
R
When a sales invoice is created in Xero, create a customer in Stripe and send an SMS in RingCentral
New Xero invoices automatically set up Stripe customers and notify clients via RingCentral SMS.
X
S
R
When a payment is created in Xero, create a payment in Stripe and send an SMS in RingCentral
Recorded Xero payments trigger Stripe payment creation and send confirmation texts via RingCentral.
Supported triggers and actions for RingCentral and Xero
Mix and match to build the exact automation you need
RingCentral Triggers & Actions
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 RingCentral + Xero?
Streamline your communication and accounting workflows with automated triggers and instant record updates.
📞
Create Xero contacts from RingCentral calls
Every inbound phone call in RingCentral automatically establishes a new contact in Xero, keeping your client database updated without manual entry.
📋
Capture every submitted call detail
Map caller phone numbers, timestamps, and customer details directly into Xero contact fields to maintain comprehensive communication logs.
🔔
Notify your team instantly on updates
Alert your accounting and support staff immediately via SMS or messaging channels whenever new calls or invoices are recorded.
🔀
Route records based on submitted data
Apply conditional rules to direct specific calls or invoice amounts to designated Xero accounts and client lists.
🔄
Keep financial destination records current
Automatically synchronize changes made to invoices, payments, and customer accounts between RingCentral interactions and Xero ledgers.
➕
Add or update instead of creating duplicates
Check existing Xero records before creating new entries to ensure customer profiles remain clean and consolidated.
💳
Handle payment and invoice status changes
Trigger downstream actions automatically whenever sales invoices, bills, or payments are created or updated in Xero.
🔌
Extend your workflow with Slack
Connect your RingCentral and Xero core flow to Slack to broadcast financial milestones and communication alerts across team channels.
And much more...
Who is RingCentral + Xero integration for?
Connecting communication logs with accounting records eliminates manual data entry for finance teams, business owners, and client service professionals.
Finance Managers
Client Success Teams
Small Business Owners
Accountants
Sales Representatives
Operations Directors
📈
Finance Managers
You're taking client calls and logging payments in RingCentral, but your accounting records in Xero lag behind until manual entries are completed — with this integration, every call record and financial transaction updates instantly and your books stay current.
📞
Client Success Teams
You're handling inbound support calls in RingCentral, but customer details take hours to reach your Xero contacts list — connecting these apps means every caller becomes a Xero contact immediately so your team can act fast.
💼
Small Business Owners
You're managing client communications through RingCentral while tracking finances in Xero, but disconnected data causes missed billing opportunities — automating both apps means every interaction flows into your financial records without manual double-entry.
🧾
Accountants
You're receiving high volumes of client calls and invoices daily, but manual data entry leaves gaps in your Xero accounts — this integration means every transaction and contact is captured reliably from your communications.
🤝
Sales Representatives
You're generating calls and leads in RingCentral, but accounting updates depend on administrative handoffs that slow down billing — integrating these apps means new client data reaches Xero the moment a call concludes.
📊
Operations Directors
You're overseeing client communications and financial tracking across multiple tools, but fragmented records make audits difficult — with this integration, you maintain a complete, unbroken history of every interaction and invoice.
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 RingCentral + Xero
Build and manage your RingCentral + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect RingCentral + 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 RingCentral + Xero Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect RingCentral to Xero?
You can connect RingCentral to Xero in just 1 click using ready-made templates, or ask Integrately AI to build the automation for you. It takes seconds to link your accounts alongside tools like Stripe, Slack, and Google Sheets.
Can I automatically create Xero contacts when a call is received in RingCentral?
Can I connect RingCentral, Xero, and Slack?
What is a good Zapier alternative for RingCentral and Xero?
How does RingCentral call data sync with Xero invoices?
Can Xero invoice updates trigger RingCentral SMS messages?
Do I need coding skills to automate RingCentral and Xero?
Is the RingCentral and Xero integration free?
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