Solve CRM + Xero Integration

Integrate Solve CRM to Xero in one click, or tell Integrately AI how you want each contact handled. Create contacts, generate sales invoices, update customer records, and log payments automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • 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.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • Xero
    Add attachment to invoice in Xero
  • 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
    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 Solve CRM + Xero Integration

Capture new contacts, create accounting records, track invoices, update customer details, and log payments, all in just one click.

Most popular automationsmost-popular-automations
Xero + Solve CRM Integration

Create Solve CRM company from new Xero sales invoice

If you're a small business owner who uses Xero to manage your finances, you may be wondering if there's a way to automatically create a company profile in Solve CRM whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Solve CRM and Xero!
Xero + Solve CRM Integration

Create Solve CRM contact for new Xero contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - Solve CRM integration, anytime a new Xero contact is created, an Solve CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Solve CRM + Xero Integration

Create Xero task for new Solve CRM contact

In Solve CRM, when you create a contact, it automatically creates a task in Xero for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your Solve CRM + Xero flow

Sync financial data with customer support, payment processing, and team communication tools once your core automation finishes. Pick a combination and activate it in one click.

Solve CRM
Xero
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StripeStripe (4)
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GmailGmail (4)
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ShopifyShopify (3)
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SlackSlack (4)
+
CalendlyCalendly (3)
+
Google DriveGoogle Drive (3)
S
X
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Create a Xero contact for every new Solve CRM company, and record the payment in Stripe
Solve CRM companies generate Xero contacts instantly while Stripe logs the payment details, removing manual accounting entries.
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X
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When a contact is created in Solve CRM, generate a Xero sales invoice and send a payment link via Stripe
New Solve CRM contacts trigger a Xero sales invoice and a Stripe payment link immediately, accelerating client onboarding.
S
X
S
If a new Solve CRM company is added, create a Xero contact and update customer records in Stripe
Solve CRM company creation updates Xero and Stripe records in one automated sequence.
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X
C
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Use ChatGPT to analyze new Solve CRM contacts, create Xero bills, and record transactions in Stripe
ChatGPT processes new Solve CRM contacts before Xero creates the bill and Stripe records the payment.

Supported triggers and actions for Solve CRM and Xero

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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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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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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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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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 Solve CRM + Xero?เฎตเฎฐเฎฟเฎฉเฏ

Streamline your customer management and accounting operations with powerful automated workflows.

What you can automate?
๐Ÿ”„
Sync new Solve CRM contacts directly into Xero
Automatically generate a corresponding contact in Xero whenever a new contact or company is created in Solve CRM. Eliminate manual data entry between your sales pipeline and accounting ledger.
๐Ÿงพ
Generate sales invoices from CRM records
Turn closed deals and new company profiles into itemized Xero sales invoices instantly. Ensure billing documents go out without manual delays.
๐Ÿ’ฌ
Alert your team on Slack for new accounts
Post instant notifications to your Slack channels whenever a new contact or company is registered in Solve CRM and synced to Xero. Keep sales and finance teams aligned in real time.
๐Ÿ”€
Route records based on submitted criteria
Apply conditional rules to direct specific Solve CRM company profiles to tailored Xero accounts or billing tiers based on submitted custom fields.
๐Ÿ“
Keep customer details updated across platforms
Automatically propagate updates made to Solve CRM contact details straight into your Xero contact directory. Maintain consistent customer information everywhere.
๐Ÿ›ก๏ธ
Prevent duplicate records during syncs
Search existing Xero directories before creating new entries to ensure duplicate contacts and companies are never added to your accounting books.
๐Ÿ’ณ
Handle payment updates and invoice states
Trigger downstream workflow updates whenever Xero sales invoices, bills, or payments are created or updated. Keep your CRM stage aligned with financial milestones.
๐ŸŒ
Extend your workflow to external apps
Connect your core Solve CRM and Xero automation with tools like Slack, Gmail, or Stripe to handle notifications, welcome emails, and payment processing in one pipeline.
And much more...

Who is Solve CRM + Xero integration for?

Connect Solve CRM and Xero to synchronize customer records, automate billing cycles, and keep your financial data accurate across teams.

Finance Managers
Finance Managers
Sales Teams
Sales Teams
Account Managers
Account Managers
Billing Operations
Billing Operations
Operations Directors
Operations Directors
Customer Support Leads
Customer Support Leads
๐Ÿ“ˆ
Finance Managers
You rely on accurate revenue reports to make budgeting decisions, but manual data entry between your CRM and accounting tools leaves your financial figures outdated โ€” with this integration, every new client record and invoice updates instantly so your financial reports stay current.
โšก
Sales Teams
You close new accounts in your CRM every day, but waiting for billing setups to happen manually delays client onboarding and frustrates buyers โ€” automating both apps means new contacts generate Xero profiles immediately and customer onboarding begins without delay.
๐Ÿค
Account Managers
Your clients expect prompt invoicing and accurate account setup right after signing, but manual handoffs cause frustrating delays in financial paperwork โ€” this integration means every new company created in your CRM automatically provisions the correct Xero contact and invoice.
๐Ÿ“Š
Billing Operations
Your transaction volume is too high for anyone to keep up by hand, leading to missing invoices and mismatched payment records โ€” connecting these apps means every CRM trigger instantly populates your accounting system without requiring manual transcription.
โš™๏ธ
Operations Directors
You depend on upstream sales data to trigger fulfillment and billing workflows, but manual communication breaks down and stalls operational handoffs โ€” automating both apps means your accounting tool receives exact customer details the moment an account is created.
๐Ÿ“
Customer Support Leads
You need a reliable customer history to resolve billing inquiries, but scattered databases leave frustrating gaps in your client records โ€” integrating these apps means every contact and transaction history syncs across platforms so your support team always has complete information.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Solve CRM + Xero

Build and manage your Solve CRM + 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 Solve CRM + 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?

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Select a trigger from Google Sheets
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Solve CRM to Xero?
Frequently Asked Questions
You can connect Solve CRM to Xero in just 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Solve CRM, Xero, and other tools like Slack and Gmail.
Can I automatically create Xero invoices when a new contact is created in Solve CRM?
Frequently Asked Questions
Can I connect Solve CRM, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Solve CRM and Xero?
Frequently Asked Questions
How does Solve CRM data trigger updates in Xero?
Frequently Asked Questions
Can Xero financial updates trigger actions in Solve CRM?
Frequently Asked Questions
Do I need coding skills to automate Solve CRM and Xero?
Frequently Asked Questions
Is the Solve CRM and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Solve CRM or Xero With 1500+ Other Apps

Solve CRM
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Xero
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Sync Xero with payment processing, inventory, and reporting tools to keep your business finances connected.
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