Send WhatsApp message for new Xero payment
Xero + WhatsApp Integration
WhatsApp + Xero Integration
Integrate WhatsApp to Xero in one click, or tell Integrately AI how you want each invoice handled. Notify customers of payment updates, send order reminders, log invoice details, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Message is received in WhatsApp 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.
- Send message (using template) in WhatsApp
- Send message in WhatsApp
- Add attachment to contact in Xero
- Add attachment to invoice in Xero
- Create project in Xero
- Create task in Xero
- Add attachment to purchase order in Xero
- Create item code in Xero
- Update invoice items in Xero
- Search item by name in Xero
- Get online invoice URL 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 WhatsApp + Xero Integration
Notify customers when an invoice is created, send payment confirmations, update accounting records, and alert your finance team, all in just one click.
Most popular automations
Send WhatsApp message for new Xero contact
Anytime a new contact is added to your Xero, automatically send them a message through WhatsApp 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 - WhatsApp 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 - WhatsApp 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 WhatsApp message for new Xero account
Xero + WhatsApp Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your WhatsApp + Xero flow
Extend your financial workflows by connecting customer messaging and accounting data to your favorite tools. Pick a combination and activate it in one click.
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Stripe (8)
Stripe (8) +
HubSpot (8)
HubSpot (8) +
Gmail (8)
Gmail (8) +
Google Sheets (8)
Google Sheets (8) +
Slack (8)
Slack (8) +
Asana (8)
Asana (8) X
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When a sales invoice is created in Xero, send invoice details on WhatsApp, and create a customer in Stripe.
New Xero sales invoices trigger instant WhatsApp messages to clients while creating corresponding customer records in Stripe.
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When a payment is created in Xero, send a receipt via WhatsApp, and record the payment in Stripe.
Xero payment records automatically trigger WhatsApp receipts and update your Stripe ledger without manual effort.
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When a Xero invoice is updated, send a payment reminder on WhatsApp, and update the customer in Stripe.
Updated Xero invoices immediately dispatch WhatsApp reminders and sync customer updates to Stripe.
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Create a Stripe customer for every new Xero contact, and send a welcome message on WhatsApp.
New Xero contacts automatically establish Stripe customer profiles and receive a welcome message on WhatsApp.
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If a Xero sales invoice exceeds a set amount, send a WhatsApp alert, and create a priority customer in Stripe.
High-value Xero invoices trigger priority WhatsApp notifications and VIP customer creation in Stripe.
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When a Xero bill is created, send a WhatsApp notification, and create a payout in Stripe.
New Xero bills dispatch instant WhatsApp alerts and trigger corresponding payout records in Stripe.
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Use ChatGPT to summarise Xero payment details, send the summary via WhatsApp, and create a transaction note in Stripe.
ChatGPT summarises Xero payments for WhatsApp delivery while logging structured transaction notes in Stripe.
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When a Xero payment is created, send a WhatsApp confirmation, record it in Stripe, and notify your finance channel in Slack.
New Xero payments trigger WhatsApp client confirmations, Stripe records, and Slack finance alerts.
Supported triggers and actions for WhatsApp and Xero
Mix and match to build the exact automation you need
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it → 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 WhatsApp + Xero?
Streamline your business communications and accounting by connecting customer messages directly to your financial ledgers and invoices.
💬
Send WhatsApp messages for every new Xero invoice
Trigger instant WhatsApp notifications automatically whenever a new sales invoice is created in Xero, ensuring clients receive billing details without delay.
📋
Capture every invoice and contact field
Map all available Xero contact and invoice details directly into your WhatsApp messages and logs instead of copying names and totals manually.
🔔
Alert your finance team instantly
Notify internal team members the moment a payment is created or an invoice status changes in Xero so nothing slips through the cracks.
🔀
Route messages based on invoice values
Send priority WhatsApp notifications for high-value invoices while routing standard billing notices through normal automated channels.
🔄
Keep accounting records fully up to date
Automatically update Xero contacts and invoices when customer interactions occur, ensuring your financial ledgers remain accurate.
🔍
Prevent duplicate records and entries
Search existing Xero contacts before creating new ones to maintain clean customer databases across your accounting software.
💳
Handle payment and bill status changes
Trigger automated workflows when invoice payments clear, bills are created, or quotes are accepted in Xero.
⚡
Extend your workflow to Slack or Google Sheets
Connect your core WhatsApp and Xero automation to Google Sheets or Slack to maintain comprehensive audit trails and team alerts.
And much more...
Who is WhatsApp + Xero integration for?
Business owners, accountants, and sales teams managing client communications and financial records benefit by automating customer updates and accounting workflows.
Performance marketers
Customer support managers
Account managers
Billing specialists
Sales reps
Bookkeepers
📈
Performance marketers
You're messaging clients on WhatsApp about their accounts but your Xero records only update when someone manually reconciles payments, so the financial reports you're reviewing are always a few hours behind — with this integration, every new payment updates your books instantly and your figures stay current.
⚡
Customer support managers
You're coordinating urgent client requests over WhatsApp chats while invoices pile up in Xero without notification, so you miss overdue payments until clients complain — automating both apps means every invoice event triggers instant alerts and your team catches issues immediately.
🤝
Account managers
You're discussing project milestones and invoices with clients on WhatsApp while your stakeholders ask for updates from Xero, so you spend hours cross-referencing chats and ledgers — connecting these apps means every transaction maps directly to your financial records and status reporting takes seconds.
📊
Billing specialists
You're handling high volumes of customer inquiries and order confirmations on WhatsApp while manually creating invoices in Xero, so manual data entry errors cause mismatched ledgers — this integration means every message interaction flows straight into accounting records without manual re-typing.
🔄
Sales reps
You're waiting for finance team members to log payments in Xero before you follow up with clients on WhatsApp, so communication bottlenecks delay customer onboarding — automating both apps means your outreach triggers immediately when accounting events occur.
📋
Bookkeepers
You're keeping track of client billing discussions in WhatsApp threads while trying to maintain complete transaction histories in Xero, so missing payment records create audit gaps — with this integration, your customer communications and financial data stay fully aligned.
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 WhatsApp + Xero
Build and manage your WhatsApp + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect WhatsApp + 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 WhatsApp + Xero Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect WhatsApp to Xero?
You can connect WhatsApp to Xero in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. It connects WhatsApp, Xero, and 1,500+ other apps seamlessly.
Can I send WhatsApp notifications when a Xero invoice is created?
Can I connect WhatsApp, Xero, and Slack?
What is a good Zapier alternative for WhatsApp and Xero?
How do I trigger WhatsApp messages from Xero contacts?
Can I update Xero invoices automatically from WhatsApp messages?
Do I need coding skills to automate WhatsApp and Xero?
Is the WhatsApp and Xero integration free?
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