SMS Partner + Xero Integration

Integrate SMS Partner to Xero in one click, or tell Integrately AI how you want each invoice handled. Track payments, alert customers via text, update your accounting records, and trigger follow-up actions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
Arrow Right
2.
  • SMS Partner
    Send sms in SMS Partner
  • 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 WorkflowsReady Workflows Β  for SMS Partner + Xero Integration

Send text notifications for new invoices, update contacts, track payment receipts, and alert your finance team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 SMS Partner + Xero flow

Process payments, notify team channels, log financial data in spreadsheets, and update customer relationship records instantly. Pick a combination and activate it in one click.

SMS Partner
Xero
+
StripeStripe (4)
+
ShopifyShopify (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
X
S
S
When a sales invoice is created in Xero, create a charge in Stripe, and send an SMS via SMS Partner
New Xero sales invoices immediately generate a charge in Stripe and dispatch a notification text through SMS Partner without manual data entry.
X
S
S
When a payment is created in Xero, record the transaction in Stripe, and send a confirmation SMS via SMS Partner
Recorded Xero payments instantly update transaction records in Stripe and notify clients via SMS Partner, removing manual reconciliation.
X
S
S
When a contact is updated in Xero, update the customer details in Stripe, and notify them via SMS Partner
Updated Xero contacts immediately synchronize customer records in Stripe and send an update notice via SMS Partner.
X
C
S
S
Use Claude to analyse new Xero invoices for risk, place a Stripe hold, and text the finance team via SMS Partner
Claude evaluates new Xero sales invoices for risk factors, applies a Stripe security hold if flagged, and alerts the finance team via SMS Partner.

Supported triggers and actions for SMS Partner and Xero

Mix and match to build the exact automation you need

SMS Partner
SMS Partner Triggers & Actions
No trigger is available
Send sms in SMS Partner
Sends an SMS message
Try it β†’
Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Try it β†’
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
Try it β†’
Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Try it β†’
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
Try it β†’
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
Try it β†’
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
Try it β†’
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
Try it β†’
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
Try it β†’
Create bill in Xero
Generates a new bill for the customer
Try it β†’
Create purchase order in Xero
Generates a purchase order for approved requests
Try it β†’
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
Try it β†’
Search item in Xero
Locates and retrieves particular item information
Try it β†’
Create bank transfer in Xero
Initiates a bank transfer
Try it β†’
Create credit note in Xero
Generates a credit note for returned items
Try it β†’
Create bank transaction in Xero
Generates a bank transaction
Try it β†’
Search account in Xero
Searches for account information
Try it β†’

What can you automate with SMS Partner + Xero?

Streamline your financial communication and accounting updates with ready-made automation workflows.

What you can automate?
🧾
Send SMS alerts for every new Xero invoice
Automatically trigger an SMS via SMS Partner whenever a new sales invoice is created in Xero. Your customers receive instant payment notices without manual intervention.
πŸ“‹
Capture every submitted contact detail
Map all available contact and invoice fields from Xero into your connected apps instead of only basic names. Your database remains complete and ready for outreach.
πŸ””
Tell the right team member immediately
Notify your finance or sales team on Slack or via SMS the moment a payment is recorded or an invoice status changes. Internal handoffs happen instantly.
πŸ”€
Route workflows based on invoice amounts
Apply conditional rules to treat high-value invoices differently than standard bills. Route VIP accounts to senior managers automatically.
πŸ”„
Keep accounting records continuously updated
Synchronize contact updates and payment receipts across your financial stack in real time. Eliminate manual spreadsheet adjustments and data discrepancies.
πŸ›‘οΈ
Prevent duplicate records and contacts
Search existing database entries before creating new contacts or invoices in Xero. Keep your directories clean and free of redundant entries.
πŸ’³
Handle later payment and billing status changes
Automate workflows when invoices are paid, bills become overdue, or payment transactions fail. Trigger collection notices and receipt confirmations instantly.
🌐
Extend your workflow to external apps
Connect your Xero and SMS Partner workflows with tools like Slack, Google Sheets, or Gmail. Build multi-step pipelines that span your entire business.
And much more...

Who is SMS Partner + Xero integration for?

Financial controllers, sales teams, and operations managers eliminate manual tracking gaps by automating SMS notifications and accounting records.

Financial Controllers
Financial Controllers
Customer Success Managers
Customer Success Managers
Account Executives
Account Executives
Billing Specialists
Billing Specialists
Operations Managers
Operations Managers
Auditors and Compliance Officers
Auditors and Compliance Officers
πŸ“ˆ
Financial Controllers
You review revenue reports and reconcile accounts daily, but your ledgers lag behind because invoice data sits unrecorded until manual entry occurs β€” with this integration, every new Xero sales invoice and payment updates your records instantly and your financial data stays accurate.
⚑
Customer Success Managers
You need to update clients immediately when billing milestones occur, but manual texting delays outreach until hours after an invoice is issued β€” with this integration, every billing event triggers instant customer text alerts through SMS Partner so your clients are never left uninformed.
🀝
Account Executives
You report on deal progress to clients who expect real-time financial transparency, but administrative delays leave them asking for updates β€” with this integration, automated status updates keep your clients informed the moment invoices are generated.
πŸ“Š
Billing Specialists
You process high volumes of invoices and payment receipts every day, but manual data entry causes bottleneck errors across your systems β€” with this integration, high-volume transactions sync seamlessly and your processing workflow runs without manual intervention.
πŸ”„
Operations Managers
You depend on accurate upstream invoicing data to coordinate fulfillment and team tasks, but communication gaps slow down your operations β€” with this integration, every Xero trigger instantly populates your connected business apps.
πŸ“‹
Auditors and Compliance Officers
You rely on complete transaction histories to ensure financial compliance, but missing log entries create auditing gaps β€” with this integration, every transaction and contact update is recorded automatically with zero omissions.
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 SMS Partner + Xero

Build and manage your SMS Partner + 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 SMS Partner + 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 β€” 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect SMS Partner to Xero?
Frequently Asked Questions
You can connect SMS Partner to Xero in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It integrates smoothly with apps like Slack, Google Sheets, and Gmail.
Can I automatically send an SMS via SMS Partner when a Xero invoice is created?
Frequently Asked Questions
Can I connect SMS Partner, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for SMS Partner and Xero?
Frequently Asked Questions
How does SMS Partner handle contacts and messaging data in this integration?
Frequently Asked Questions
Can I sync Xero payments and invoices automatically?
Frequently Asked Questions
Do I need coding skills to automate SMS Partner and Xero?
Frequently Asked Questions
Is the SMS Partner and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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