Agile CRM + Xero Integration

Integrate Agile CRM to Xero in one click, or tell Integrately AI how you want each deal handled. Create sales invoices, update accounting records, sync contacts, and trigger financial alerts automatically.

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • 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
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.

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Ready Workflows Ready Workflows for Agile CRM + Xero Integration

Create sales invoices for new deals, track payments for settled accounts, update contacts, and log financial transactions, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Xero Integration

Create Xero sales invoice from new Agile CRM deal

Do you use Agile CRM to keep track of your company's deal? If so, did you know that you can also use it to create sales invoice directly in Xero?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
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Agile CRM + Xero Integration

Create Xero order for new Agile CRM deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Agile CRM and Xero work together to make accounting and bookkeeping simple.

When you create a deal in Agile CRM, it will automatically create an order in Xero. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Agile CRM and Xero.
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Agile CRM + Xero Integration

Create Xero task for new Agile CRM contact

In Agile CRM, 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.
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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 Agile CRM + Xero flow

Collect payments, notify teams on messaging apps, and log financial data across your connected systems. Pick a combination and activate it in one click.

Agile CRM
Xero
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StripeStripe (4)
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MailchimpMailchimp (3)
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SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
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CalendlyCalendly (3)
+
TypeformTypeform (3)
S
X
A
When a Stripe payment succeeds, create a Xero sales invoice and add a contact in Agile CRM.
Stripe payments instantly generate Xero sales invoices and create new Agile CRM contacts without manual entry.
S
X
A
When a Stripe charge fails, update the deal in Agile CRM and create a bill in Xero.
Failed Stripe charges update your Agile CRM deal stage and log financial adjustments in Xero automatically.
S
X
A
When a Stripe customer is created, create a contact in Xero and add a note in Agile CRM.
New Stripe customers automatically populate your Xero contact list and add detailed notes in Agile CRM.
S
C
X
A
Use ChatGPT to analyze failed Stripe payments, update Xero records, and create an Agile CRM task.
ChatGPT reviews failed Stripe payments, updates Xero financial records, and schedules follow-up tasks in Agile CRM.

Supported triggers and actions for Agile CRM and Xero

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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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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Journal is created in Xero
Triggers the automation when a new journal is added
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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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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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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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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 Agile CRM + Xero?

Streamline your sales-to-accounting pipeline by automating invoices, contacts, and financial records between Agile CRM and Xero.

What you can automate?
📄
Create sales invoices from new deals
Automatically generate a Xero sales invoice the moment a new deal is created in Agile CRM, eliminating manual data entry between your sales and accounting teams.
📋
Capture complete contact details
Sync every customer name, email, and address from Agile CRM straight into Xero so your billing records always match your CRM database.
🔔
Alert your finance team instantly
Send a notification or task the moment a major deal milestone changes in Agile CRM, ensuring prompt invoicing and revenue tracking.
🔀
Route invoices based on deal value
Create different Xero invoice types or assign specific tax rates depending on the deal tier or milestone submitted in Agile CRM.
🔄
Keep customer profiles synchronized
Update existing Xero contacts automatically whenever phone numbers or billing addresses change in Agile CRM.
🔍
Prevent duplicate customer records
Search for existing contacts in Xero before creating new entries, ensuring clean financial data across your systems.
💳
Handle payment and status updates
Update deal stages in Agile CRM whenever payments or bills are processed in Xero to maintain complete visibility.
📊
Extend workflows with Google Sheets
Log every automated Xero invoice and Agile CRM deal into Google Sheets for custom reporting and team reviews.
And much more...

Who is Agile CRM + Xero integration for?

Connecting Agile CRM and Xero helps sales and finance teams eliminate manual data entry, keep customer records synchronized, and track revenue without errors.

Financial controllers
Financial controllers
Sales managers
Sales managers
Account executives
Account executives
Revenue operations teams
Revenue operations teams
Billing specialists
Billing specialists
Business owners
Business owners
📈
Financial controllers
You're tracking deal values in Agile CRM but your books in Xero only update after manual batch exports, so your revenue reports are always a few days behind — this integration means every new deal creates an accurate sales invoice instantly and your financial records stay current.
💼
Sales managers
You're closing deals in Agile CRM but invoicing delays in Xero slow down cash flow because finance finds out too late — with this integration, every milestone change triggers an invoice immediately and cash collection speeds up.
🤝
Account executives
You're managing client accounts in Agile CRM but customer billing histories in Xero are managed separately, so client queries take too long to resolve — connecting these apps means every contact update synchronizes automatically and client details match across systems.
📊
Revenue operations teams
You're processing high volumes of new customer sign-ups in Agile CRM but manual invoice creation in Xero creates bottlenecks — automating both apps means every new customer record generates a matching invoice automatically and operational backlog disappears.
💳
Billing specialists
You're waiting for sales teams to manually forward payment details from Agile CRM before raising Xero bills, leading to missed billing cycles — integrating these apps means every completed deal automatically establishes the correct billing record and invoicing stays on schedule.
🗂️
Business owners
You're monitoring company growth through Agile CRM pipeline metrics but financial reconciliation in Xero reveals missing entries, leaving gaps in your audit trail — with this integration, every transaction and contact is logged reliably and your compliance records remain complete.
Our team

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Tell us what type of automation you want to make?

Why choose Integrately to automate Agile CRM + Xero

Build and manage your Agile CRM + 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 Agile CRM + 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
Select Automation
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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in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to Xero?
Frequently Asked Questions
You can connect Agile CRM to Xero in 1 click using ready templates on Integrately. Link your accounts and set up multi-step workflows with Stripe, Mailchimp, Slack, Google Sheets, Calendly, and Typeform. Use Integrately AI to customize every trigger and action without coding.
Can I automatically create Xero invoices from Agile CRM deals?
Frequently Asked Questions
Can I connect Agile CRM, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Xero?
Frequently Asked Questions
How do Agile CRM contacts sync with Xero?
Frequently Asked Questions
Can Xero payment updates modify Agile CRM records?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Xero?
Frequently Asked Questions
Is the Agile CRM and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Xero With 1500+ Other Apps

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Xero
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Sync Xero with expense management, payment processing, and reporting platforms to keep your business finances streamlined.
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