Send Thankster card for new Xero payment
Xero + Thankster Integration
Thankster + Xero Integration
Integrate Thankster to Xero in one click, or tell Integrately AI how you want each invoice handled. Send personalised notes, update your books, alert your team, and track client communications automatically.
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.
Send card in Thankster- 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
Trusted by experts at...
Ready Workflows for Thankster + Xero Integration
Trigger handwritten cards from new invoices, update contact records, alert your team, and track follow-ups, all in just one click.
Most popular automations
Send Thankster card for new Xero contact
Anytime a new contact is added to your Xero, automatically send them a card through Thankster 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 - Thankster 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 - Thankster 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 Thankster card for new Xero account
Xero + Thankster Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Thankster + Xero flow
Connect CRM, payment, messaging, and spreadsheet tools to extend your financial workflows. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
HubSpot (4)
HubSpot (4) +
Mailchimp (4)
Mailchimp (4) +
Google Sheets (4)
Google Sheets (4) +
Slack (4)
Slack (4) S
X
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When a Stripe charge is created, create a sales invoice in Xero and send a Thankster card.
New Stripe charges automatically generate a Xero sales invoice and trigger a Thankster card, keeping billing and client appreciation connected.
S
X
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When a Stripe customer is created, create a contact in Xero and send a Thankster welcome note.
New Stripe customers instantly appear in Xero as contacts and receive a welcome card via Thankster without manual export work.
S
X
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When a Stripe payment succeeds, create a sales invoice in Xero and send a Thankster appreciation card.
Successful Stripe payments immediately generate a Xero sales invoice and trigger a Thankster card to thank your client.
S
X
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When a Stripe subscription is cancelled, update the contact in Xero and send a Thankster retention note.
Cancelled Stripe subscriptions update your Xero contact records and trigger a retention card via Thankster to re-engage clients.
Supported triggers and actions for Thankster and Xero
Mix and match to build the exact automation you need
Thankster 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 Thankster + Xero?
Connect your financial records and direct mail workflows to eliminate manual data entry and speed up client communications.
🧾
Send handwritten cards from new Xero invoices
Trigger authentic Thankster handwritten notes automatically the moment a sales invoice is created or updated in Xero. Your client appreciation runs alongside your core accounting workflow.
📝
Capture every submitted contact detail
Map available Xero contact fields into Thankster to ensure addresses and names match your accounting ledgers perfectly. Your physical mailings always reach the correct destination.
🔔
Alert your team as soon as invoices arrive
Notify your finance or sales channel in Slack the instant a new invoice or payment is processed in Xero. Internal visibility stays high without manual status updates.
🔀
Route cards based on invoice amounts
Send luxury or VIP handwritten notes for high-value Xero sales invoices while routing standard orders through regular appreciation cards. Tailor your physical touchpoints to deal size.
🔄
Keep contact records synchronized continuously
Update Xero contacts automatically whenever customer details change across your connected marketing and billing apps. Your customer database remains single-sourced and accurate.
🔍
Search and update existing contacts without duplicates
Check for existing Xero contacts by email address before creating new records, preventing duplicate entries in your books. Maintain a clean, organized customer directory.
💳
Handle payment milestones and status changes
Trigger automated follow-ups and update accounting ledgers when Xero payments, bills, or purchase orders are created or updated. Keep your financial pipeline transparent.
🌐
Extend your workflow to Slack or Google Sheets
Connect Slack or Google Sheets to your Thankster and Xero flow to log transaction details and notify team channels instantly. Build multi-step operations with ease.
And much more...
Who is Thankster + Xero integration for?
Accounting teams, business owners, and sales managers who want to eliminate manual billing steps and client gifting delays benefit from this automation.
Finance directors and accounting leads
Sales operations managers
Client success account executives
High-volume business owners
Billing specialists
Financial auditors and compliance officers
📈
Finance directors and accounting leads
You're reviewing financial ledgers and tracking client invoices by hand, but your records only update when someone manually exports data, so the revenue counts you're reporting on are always a few hours behind — this integration means every new transaction updates automatically and your books stay current.
⚡
Sales operations managers
You need to dispatch client onboarding notes the moment a deal closes, but your team finds out about new invoices too late to maintain momentum — automating both apps means every closed account triggers physical correspondence instantly.
🤝
Client success account executives
You answer to key clients who expect immediate confirmation and personalized attention after every purchase, but manual note-writing slows you down — connecting these apps means your appreciation cards go out without administrative delay.
📊
High-volume business owners
The volume of new invoices and customer contacts is too high for anyone to keep up with by hand, leading to missed touchpoints and delayed invoicing — with this integration, every customer interaction is handled immediately at scale.
🔄
Billing specialists
You own the invoicing process and depend on sales teams to hand over customer details before you can bill, creating daily bottlenecks — automating both apps means invoice creation and client touchpoints happen concurrently without friction.
🗂️
Financial auditors and compliance officers
You need a reliable, uncompromised audit history across all customer touchpoints, but keep finding gaps where manual records were forgotten — this integration means every invoice, contact, and card dispatch is logged accurately.
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 Thankster + Xero
Build and manage your Thankster + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Thankster + 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 Thankster + Xero Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Thankster to Xero?
You can connect Thankster to Xero in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields for your business.
Can I automatically send Thankster cards when a Xero sales invoice is created?
Can I connect Thankster, Xero, and Slack?
What is a good Zapier alternative for Thankster and Xero?
How are Xero contact records updated during a Thankster automation?
Can I search for existing Xero contacts before sending a Thankster card?
Do I need coding skills to automate Thankster and Xero?
Is the Thankster and Xero integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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