Zoho Invoice + Xero Integration

Integrate Xero to Zoho Invoice in one click, or tell Integrately AI how you want each invoice handled. Create invoices instantly, sync contacts, track customer payments, and keep your books updated automatically.

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1.
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice Instant
  • 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.
  • Zoho Invoice
    Search invoice by email in Zoho Invoice
  • Zoho Invoice
    Update invoice in Zoho Invoice
  • Zoho Invoice
    Create invoice in Zoho Invoice
  • Zoho Invoice
    Create contact in Zoho Invoice
  • Zoho Invoice
    Search contact in Zoho Invoice
  • Zoho Invoice
    Create new estimate in Zoho Invoice
  • Zoho Invoice
    Create new item in Zoho Invoice
  • Zoho Invoice
    Get invoice by ID in Zoho Invoice
  • Zoho Invoice
    Create contact person in Zoho Invoice
  • 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
    Add attachment to invoice 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 Xero + Zoho Invoice Integration

Create invoices, sync contacts, track customer payments, update books, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Xero + Zoho Invoice Integration

Create Zoho Invoice contact from new Xero account

If you have created a account in Xero, it's important to create a contact in Zoho Invoice. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Xero + Zoho Invoice Integration

Create Zoho Invoice 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 - Zoho Invoice integration, anytime a new Xero contact is created, an Zoho Invoice 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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Connect more apps to your Xero + Zoho Invoice flow

Keep your team updated, manage payments, and sync customer data across your entire tech stack. Pick a combination and activate it in one click.

Zoho Invoice
Xero
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StripeStripe (8)
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PayPalPayPal (8)
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HubSpotHubSpot (8)
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SlackSlack (8)
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GmailGmail (8)
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Google DriveGoogle Drive (8)
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When a payment succeeds in Stripe, create a sales invoice in Xero and create an invoice in Zoho Invoice
Stripe payments instantly generate corresponding sales invoices in Xero and Zoho Invoice without manual data entry.
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When a refund occurs in Stripe, create a credit note in Xero and create a credit note in Zoho Invoice
Stripe refunds automatically generate credit notes in Xero and Zoho Invoice to keep your financial records accurate.
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X
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When a subscription is created in Stripe, create a sales invoice in Xero and a recurring invoice in Zoho Invoice
New Stripe subscriptions automatically trigger sales invoices in Xero and recurring invoices in Zoho Invoice.
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When a dispute is opened in Stripe, create a task in Xero and update the invoice in Zoho Invoice
Stripe payment disputes automatically create follow-up tasks in Xero and update invoice statuses in Zoho Invoice.
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If a Stripe payment exceeds $500, create a sales invoice in Xero and create a priority invoice in Zoho Invoice
High-value Stripe payments trigger priority invoices in Xero and Zoho Invoice for special financial tracking.
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When a payout fails in Stripe, create a bill in Xero and update the invoice in Zoho Invoice
Failed Stripe payouts automatically create a bill in Xero and update invoice records in Zoho Invoice.
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Use ChatGPT to summarise Stripe customer notes, create a contact in Xero, and create a contact in Zoho Invoice
ChatGPT summarises Stripe customer feedback, creating verified contact records in Xero and Zoho Invoice.
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When a payment succeeds in Stripe, create a sales invoice in Xero, create an invoice in Zoho Invoice, and notify your team on Slack
Successful Stripe payments generate invoices in Xero and Zoho Invoice while alerting your team instantly in Slack.

Supported triggers and actions for Zoho Invoice and Xero

Mix and match to build the exact automation you need

Zoho Invoice
Zoho Invoice Triggers & Actions
Instant
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
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Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
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Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
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Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
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Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
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Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
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Search invoice by email in Zoho Invoice
Searches for an invoice using email address
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Update invoice in Zoho Invoice
Updates an invoice
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Create invoice in Zoho Invoice
Generates invoices for sales transactions
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Create contact in Zoho Invoice
Adds a new contact to the database
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Search contact in Zoho Invoice
Finds and retrieves contact information
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Create new estimate in Zoho Invoice
Creates a new estimate
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Create new item in Zoho Invoice
Creates a new item
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Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
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Create contact person in Zoho Invoice
Adds a new contact person to the database
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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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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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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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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 Xero + Zoho Invoice?

Streamline your accounting and invoicing workflows with powerful ready-made automations.

What you can automate?
๐Ÿงพ
Create Zoho Invoice invoices automatically from Xero sales invoices
Generate a corresponding invoice in Zoho Invoice the moment a new sales invoice is created in Xero, eliminating duplicate manual data entry.
๐Ÿ“‹
Capture every submitted invoice item and custom field
Map line items, tax rates, and customer details directly from Xero invoices into Zoho Invoice records for complete financial tracking.
๐Ÿ””
Notify your team immediately when a payment is processed
Send instant alerts to your finance channel when a customer payment is created in Zoho Invoice or Xero.
๐Ÿ”€
Route invoices based on amount or client tier
Send high-value invoices to enterprise workflows in Zoho Invoice while standard Xero invoices follow regular processing.
๐Ÿ”„
Keep customer contacts and invoice statuses synchronized
Automatically update contact details and invoice statuses across Xero and Zoho Invoice whenever changes occur.
๐Ÿ‘ค
Upsert contact records to prevent duplicate profiles
Search for existing contacts by email or name in Xero and Zoho Invoice before creating new entries.
๐Ÿ’ณ
Manage credit notes and payment status updates
Reflect refunds, credit notes, and status changes instantly between Xero and Zoho Invoice.
๐Ÿ’ฌ
Sync payment data and notify teams via Slack
Connect Xero and Zoho Invoice with Slack to announce new customer payments and keep everyone aligned.
And much more...

Who is Xero + Zoho Invoice integration for?

Connecting Xero and Zoho Invoice helps finance teams, accountants, and business owners automate billing, eliminate manual data entry, and keep revenue records accurate.

Finance managers
Finance managers
Accountants
Accountants
Business owners
Business owners
Operations leads
Operations leads
Sales directors
Sales directors
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance managers
You report on revenue and decide from cash flow data, but your invoice figures are always stale โ€” automating both apps means every Xero transaction updates your Zoho Invoice records instantly and your reports stay current.
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Accountants
You need to act fast on unpaid balances, and you find out too late because data entry lags โ€” integrating these apps means payment updates flow instantly between Xero and Zoho Invoice so you never miss a follow-up.
๐Ÿค
Business owners
You answer to a client or an outside partner who wants to see progress, but manual ledger updates delay your updates โ€” this integration means every invoice and payment syncs automatically without manual effort.
๐Ÿ“ฆ
Operations leads
The volume of sales invoices is too high for anyone to keep up by hand, leading to missing entries โ€” with this integration, every new Xero invoice populates Zoho Invoice seamlessly so nothing slips through.
๐Ÿ’ผ
Sales directors
You own the next step and depend on someone upstream to hand over billing data, causing friction โ€” automating both apps means customer records and invoices move instantly from Xero to Zoho Invoice.
๐Ÿ”
Bookkeepers
You need a reliable financial history and keep finding gaps between your accounting and invoicing tools โ€” this integration means your transaction records match perfectly across Xero and Zoho Invoice.
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Why choose Integrately to automate Zoho Invoice + Xero

Build and manage your Zoho Invoice + 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 Zoho Invoice + 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
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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.
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Frequently Asked Questions

How do I connect Xero to Zoho Invoice?
Frequently Asked Questions
You can connect Xero to Zoho Invoice in 1 click using Integrately. Choose from 20 million+ templates or ask Integrately AI to build your integration with apps like Stripe, Slack, and Gmail.
Can I automatically create invoices in Zoho Invoice from Xero sales invoices?
Frequently Asked Questions
Can I connect Xero, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Xero and Zoho Invoice?
Frequently Asked Questions
How does Xero handle contact and invoice updates in integrations?
Frequently Asked Questions
How does Zoho Invoice manage customer payments and recurring billing?
Frequently Asked Questions
How do I automate my accounting workflow without coding skills?
Frequently Asked Questions
Is the Xero and Zoho Invoice integration free?
Frequently Asked Questions
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You Can Also Connect Xero or Zoho Invoice With 1500+ Other Apps

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Zoho Invoice
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Sync Zoho Invoice with payment gateways, customer support tools, and email marketing apps to grow your business.