Create WHMCS ticket for new Xero contact
Xero + WHMCS Integration
WHMCS + Xero Integration
Integrate WHMCS to Xero in one click, or tell Integrately AI how you want each invoice handled. Track payments, update your financial books, sync clients, and streamline your billing automatically.
Free forever.Use premium features free for 14 days.1.
Invoice is paid in WHMCS- Order is created in WHMCS
- Invoice is created in WHMCS
- Client is created in WHMCS
- Ticket is created in WHMCS
- Todo item is created in WHMCS
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.
- Get invoice by ID in WHMCS
- Get ticket by ID in WHMCS
- Search client in WHMCS
- Create client in WHMCS
- Delete client in WHMCS
- Create ticket in WHMCS
- Update ticket in WHMCS
- Create invoice in WHMCS
- Create contact in WHMCS
- Search contact in WHMCS
- Update contact in WHMCS
- Create project in WHMCS
- Get client by ID in WHMCS
- Search ticket in WHMCS
- Add attachment to invoice in Xero
- Create project in Xero
- Create task in Xero
- Add attachment to contact in Xero
- Add attachment to purchase order in Xero
- Create item code in Xero
- Update invoice items in Xero
- Get online invoice URL in Xero
- Search item by name 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 WHMCS + Xero Integration
Sync paid invoices, create contacts, track financial updates, and streamline bookkeeping, all in just one click.
Most popular automations
Create Xero task for new WHMCS ticket
WHMCS + Xero Integration
Create WHMCS 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 - WHMCS integration, anytime a new Xero contact is created, an WHMCS 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.
See moreHowever, 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 - WHMCS integration, anytime a new Xero contact is created, an WHMCS 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.
Create Xero task for new WHMCS contact
In WHMCS, 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.
See moreThis makes it easy to stay organized and ensure no important steps are missed when working with a customer.
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your WHMCS + Xero flow
Extend your billing and accounting workflows with payments, notifications, CRM records, and customer support tools. Pick a combination and activate it in one click.
+
Stripe (4)
Stripe (4) +
Slack (4)
Slack (4) +
HubSpot (4)
HubSpot (4) +
Gmail (4)
Gmail (4) +
Zendesk (4)
Zendesk (4) +
Google Drive (4)
Google Drive (4) W
X
S
Create a Stripe charge for every paid WHMCS invoice, and record the payment in Xero.
Paid WHMCS invoices instantly trigger a Stripe charge and update your Xero accounting records without manual data entry.
W
X
S
When a WHMCS order is created, set up the customer in Xero and record payment details in Stripe.
New WHMCS orders automatically populate Xero and initialize Stripe billing records so subscription management starts instantly.
W
X
S
When a WHMCS invoice is created, generate a sales invoice in Xero and log customer data in Stripe.
Fresh WHMCS invoices immediately generate matching Xero invoices and update Stripe customer accounts.
W
X
S
When a WHMCS client is created, update their Xero profile and add their billing method in Stripe.
New WHMCS client profiles automatically sync with Xero and Stripe for seamless recurring billing.
Supported triggers and actions for WHMCS and Xero
Mix and match to build the exact automation you need
WHMCS 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 WHMCS + Xero?
Streamline your billing operations by connecting customer orders, payments, and accounting ledgers into a single automated pipeline.
💸
Sync paid invoices to accounting books
Automatically record every paid WHMCS invoice as a sales invoice or payment in Xero, keeping your financial statements accurate without manual bookkeeping.
🗂️
Capture complete client details
Map all client registration fields and order details from WHMCS directly into Xero contacts so your customer database remains comprehensive and up to date.
🔔
Alert your team instantly
Send real-time notifications to your finance or support channels whenever a new invoice is paid or a support ticket is opened in WHMCS.
🔀
Route records based on order value
Trigger different accounting actions or priority notifications in Xero depending on whether a WHMCS order exceeds your specified threshold.
🔄
Keep financial records updated
Automatically update existing Xero contacts and sales invoices whenever client information or order statuses change in WHMCS.
🔍
Prevent duplicate client entries
Search existing Xero records before creating new contacts or invoices, ensuring your accounting database stays clean and free of duplicates.
⚡
Handle payment status changes
Automatically update your Xero financial records when a WHMCS invoice is marked paid, refunded, or cancelled.
🔌
Extend flows to messaging apps
Connect your core WHMCS and Xero automation with Slack or Gmail to notify stakeholders the moment financial milestones are reached.
And much more...
Who is WHMCS + Xero integration for?
Finance teams, business owners, and support administrators eliminate manual data entry, ensuring financial records and client billing remain accurate.
Finance directors
Billing managers
Account executives
Operations leads
Customer success managers
Bookkeepers
📈
Finance directors
You rely on accurate ledger updates for financial reporting, but manual billing exports leave your books outdated for days — with this integration, every paid WHMCS invoice updates Xero instantly and your financial reporting stays current.
⚡
Billing managers
You need to track incoming payments the moment they happen, but delays in data entry leave you blind to real-time cash flow — automating both apps means paid invoices record in Xero immediately so your financial standing is always transparent.
🤝
Account executives
You answer to clients asking about their billing status, but finding records across separate portals wastes valuable selling time — connecting these apps means client profiles and order data stay perfectly synchronized without manual cross-checking.
🔄
Operations leads
The volume of daily customer orders and support tickets is too high for your team to keep up with manual bookkeeping — automating this workflow means every new WHMCS order populates Xero books without human error or delay.
🎯
Customer success managers
You depend on accurate client account statuses to manage renewals, but billing updates often lag behind customer activity — with this integration, client creation and invoice payments reflect across your tools instantly.
📋
Bookkeepers
You need a reliable history of financial transactions, but manual data transfers keep leaving frustrating gaps in your audit trail — this integration means every WHMCS payment and order creates a precise record in Xero.
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 WHMCS + Xero
Build and manage your WHMCS + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect WHMCS + 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 WHMCS + Xero Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect WHMCS + Xero Now
In Just 1 Click!
Frequently Asked Questions
How do I connect WHMCS to Xero?
You can connect WHMCS to Xero in one click using pre-built templates on Integrately. Link your accounts, select your triggers, and let Integrately AI handle the setup.
Can I automatically sync paid WHMCS invoices to Xero?
Can I connect WHMCS, Xero, and Slack?
What is a good Zapier alternative for WHMCS and Xero?
How are new client accounts synchronized between WHMCS and Xero?
Can I create Xero sales invoices when a WHMCS order is placed?
Do I need coding skills to automate WHMCS and Xero?
Is the WHMCS and Xero integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect WHMCS or Xero With 1500+ Other Apps
Popular WHMCS Integrations
Connect WHMCS to CRMs, payment gateways, and support desks to streamline your client onboarding.
See All
WHMCS Integrations
WHMCS Integrations
No popular apps found
Popular Xero Integrations
Sync Xero with reporting tools, inventory systems, and banks to keep your financial stack unified.
See All
Xero Integrations
Xero Integrations
No popular apps found
