thanks.io + Xero Integration

Integrate thanks.io to Xero in one click, or tell Integrately AI how you want each contact handled. Send personalized thank-you postcards, update recipient records, create letters, and trigger mailings automatically.

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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
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2.
  • thanks.io
    Send Postcard in thanks.io
  • thanks.io
    Send Notecard in thanks.io
  • thanks.io
    Send Postcard via Radius Search in thanks.io
  • thanks.io
    Send Letter in thanks.io
  • thanks.io
    Send Windowless Letter in thanks.io
  • thanks.io
    Send Notecard via Radius Search in thanks.io
  • thanks.io
    Send Letter via Radius Search in thanks.io
  • thanks.io
    Create a recipient in thanks.io
  • thanks.io
    Get order by ID in thanks.io
  • thanks.io
    Delete a recipient by Address in thanks.io
  • 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
    Update invoice items 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 thanks.io + Xero Integration

Capture contacts, trigger postcards for sales invoices, update recipient lists, and automate physical mailings, all in just one click.

Most popular automationsmost-popular-automations
Xero + thanks.io Integration

Send thanks.io message for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a message through thanks.io 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 - thanks.io 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!
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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 thanks.io + Xero flow

Sync financial records and direct mail with payments, spreadsheets, and CRM tools. Pick a combination and activate it in one click.

thanks.io
Xero
+
StripeStripe (3)
+
ShopifyShopify (3)
+
HubSpotHubSpot (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
S
X
T
Create a sales invoice in Xero for every new Stripe charge, and send a postcard in thanks.io
New Stripe charges instantly generate a Xero sales invoice and a thanks.io postcard, keeping your books and direct mail aligned without manual data entry.
S
X
T
When a Stripe payment fails, update the contact in Xero and send a letter in thanks.io
Failed Stripe payments update your Xero contact records and trigger a thanks.io letter, ensuring prompt follow-up.
S
X
T
When a Stripe subscription renews, create a sales invoice in Xero and send a notecard in thanks.io
Renewing Stripe subscriptions generate Xero sales invoices and personalized thanks.io notecards automatically.

Supported triggers and actions for thanks.io and Xero

Mix and match to build the exact automation you need

thanks.io
thanks.io Triggers & Actions
No trigger is available
Send Postcard in thanks.io
Sends a physical postcard to a designated recipient
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Send Notecard in thanks.io
Sends a notecard
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Send Postcard via Radius Search in thanks.io
Sends postcards to contacts within a particular radius of a location
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Send Letter in thanks.io
Sends a letter
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Send Windowless Letter in thanks.io
Sends a windowless letter
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Send Notecard via Radius Search in thanks.io
Sends a notecard using radius search
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Send Letter via Radius Search in thanks.io
Sends a letter using radius search
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Create a recipient in thanks.io
Creates a new workspace
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Get order by ID in thanks.io
Retrieves an order by its id
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Delete a recipient by Address in thanks.io
Removes a recipient from the database based on their address
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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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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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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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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 thanks.io + Xero?

Streamline your business operations by syncing Xero financial events with automated thanks.io postal mailings and contact updates.

What you can automate?
💌
Trigger postcards from Xero invoices
Send a personalized postcard or letter in thanks.io automatically whenever a new sales invoice or contact is created in Xero.
📝
Capture complete contact and billing details
Map all available contact fields, billing amounts, and invoice details from Xero into thanks.io recipient profiles without losing data.
🔔
Notify team members on key updates
Alert your team instantly when new financial transactions or contact records trigger physical mailings in thanks.io.
🔀
Route mailings based on invoice value
Send premium notecards for high-value Xero sales invoices and standard postcards for regular billing updates.
🔄
Keep records synchronised across systems
Update recipient addresses and contact information in thanks.io whenever changes occur in Xero.
Prevent duplicate recipient records
Search and update existing recipient profiles in thanks.io rather than creating duplicate entries for recurring Xero contacts.
⏱️
Automate actions on payment status changes
Trigger letters or postcards in thanks.io when Xero payments are created or sales invoices are updated.
Extend workflows with Google Sheets
Log all Xero billing events and thanks.io mailings into Google Sheets for comprehensive reporting and team visibility.
And much more...

Who is thanks.io + Xero integration for?

Connecting thanks.io and Xero helps finance teams, marketers, and business owners eliminate manual data entry and automate physical mailings directly from accounting data.

Finance Managers
Finance Managers
Sales Directors
Sales Directors
Account Executives
Account Executives
Operations Teams
Operations Teams
Billing Specialists
Billing Specialists
Compliance Auditors
Compliance Auditors
📊
Finance Managers
You're reviewing financial reports and accounting data every week, but client mailings and contact updates lag behind because someone has to export records by hand — with this integration, every new Xero contact update triggers mailings instantly and your operational workflows stay current.
Sales Directors
You need to welcome new clients and dispatch outreach the moment invoices are paid, but manual processing delays your outreach by days — automating both apps means every Xero invoice triggers immediate postal follow-ups so you never miss a critical engagement window.
📋
Account Executives
Your clients expect timely communications and accurate financial updates, but manual data tracking causes embarrassing communication gaps — this integration means every Xero transaction syncs seamlessly with automated client mailings.
📦
Operations Teams
You manage hundreds of client accounts and invoices every month, but manual data entry causes overwhelming backlogs and missed mailings — automating both apps means high volumes are handled instantly without extra headcount.
🔄
Billing Specialists
You depend on sales teams to hand over customer details before you can send invoices and welcome notes, leading to frustrating delays — with this integration, every new Xero contact or invoice automatically triggers the next step without waiting on manual handoffs.
🔍
Compliance Auditors
You audit financial records and customer touchpoints regularly, but manual record-keeping leaves missing entries and audit gaps — connecting these apps means every transaction and mailing is logged and triggered reliably.
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 thanks.io + Xero

Build and manage your thanks.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 thanks.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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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 thanks.io to Xero?
Frequently Asked Questions
You can connect thanks.io to Xero in 1 click using ready-made automation templates on Integrately. Select a workflow, connect your accounts, and let Integrately AI handle the setup.
Can I send thanks.io postcards automatically when a Xero invoice is created?
Frequently Asked Questions
Can I connect thanks.io, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for thanks.io and Xero?
Frequently Asked Questions
How do Xero contact updates trigger thanks.io mailings?
Frequently Asked Questions
Can I trigger different thanks.io mailings based on Xero invoice amounts?
Frequently Asked Questions
Do I need coding skills to automate thanks.io and Xero?
Frequently Asked Questions
Is the thanks.io and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

thanks.io
Popular thanks.io Integrations
Connect postcard and direct mail tools with CRM, marketing, and e-commerce platforms to scale customer outreach.
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Xero
Popular Xero Integrations
Sync accounting platforms with payment gateways, inventory systems, and reporting tools to streamline business finances.
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