Amelia + Xero Integration

Connect Amelia to Xero in 1 click

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1.
  • Amelia
    Booking is completed in Amelia Instant
  • Amelia
    Booking status is changed in Amelia Instant
  • Amelia
    Booking is rescheduled in Amelia Instant
  • Amelia
    Booking is canceled in Amelia 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
    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 Amelia + Xero Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Amelia + Xero Integration

Create Xero sales invoice for new Amelia booking

If you're a professional who works on one-to-one basis and uses Amelia to manage your events, you may want to create an sales invoice in Xero when an booking is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an booking is created, it will trigger a corresponding sales invoice in Xero.

This can save you time when creating sales invoice and tracking payments for your events.
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Amelia + Xero Integration

Create Xero task for new Amelia booking

Creating task in Xero is a great way to keep track of task that need to be completed when an booking is created in your Amelia account.

With the help of this integration, when an booking is created, a task will be automatically created in Xero and will include the details of the booking (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new booking. You can then simply assign the task to someone on your team and they can get started!
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Our team can create automations for you... At no extra cost!

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Who Is This Integration For?

Small Business Owners
Small Business Owners
Freelancers
Freelancers
Salon Managers
Salon Managers
Consultants
Consultants
Event Planners
Event Planners
Small Business Owners
Small business owners often struggle with managing bookings and ensuring accurate financial records. Connecting Amelia, which handles appointment scheduling, with Xero can help streamline their accounting processes by automatically tracking payments and updating financial records.
Freelancers
Freelancers need to ensure that all their client appointments and related incomes are accurately recorded. By integrating Amelia with Xero, they can ensure that each booking automatically reflects in their financial statements, reducing manual data entry and errors.
Salon Managers
Salon managers face challenges in handling multiple client bookings while accounting for each service rendered. Integrating Amelia with Xero allows for seamless financial tracking of each booking as they occur, helping manage revenues without missing out on any appointment records.
Consultants
Consultants need to efficiently manage their schedules and finances. With Amelia and Xero integration, they can automatically record each consultation appointment as an invoice, ensuring their service fees are consistently matched with their bookings.
Event Planners
Event planners often juggle organizing multiple events and tracking payments. Connecting Amelia with Xero can simplify the process as it ensures each booked event is logged in their financial system, helping them maintain accurate income records and reduce administrative burden.
Amelia logo
Xero logo

What Can You Automate With Amelia + Xero

Automatically log new client bookings in Xero
Whenever a client books an appointment through Amelia, the details can automatically be logged in Xero. This helps you keep your financial records updated without any manual effort, ensuring every booking is accounted for.
Sync payments from Amelia with Xero invoices
When a payment is received for a booking in Amelia, it can be immediately recorded in Xero as an invoice. This keeps your finances in sync effortlessly, reducing manual reconciliation work.
Create Xero contacts from new Amelia clients
Every time a new client books via Amelia, a contact is created in Xero. This allows you to manage client interactions and financial records seamlessly across both platforms.
Generate financial reports with booking data
By linking Amelia appointments to Xero, you can use the data to quickly generate financial reports. This helps you gain insights into your revenue streams and better manage your business finances.
Track service type income in Xero from Amelia
Set up automations to log each service type booked in Amelia directly as income in Xero. This lets you accurately track how much revenue each service generates with no added effort.
And much more...
Automations

Top 10 Most Popular Amelia Automations from
Integrately Community

Just click on the workflow you want to automate

Amelia logo
WhatsApp logo
Send WhatsApp message for new Amelia booking
Activate
Amelia logo
ActiveCampaign logo
Create ActiveCampaign contact for new Amelia booking
Activate
Amelia logo
Google Sheets logo
Create Google Sheets row for new Amelia booking
Activate
Amelia logo
SMTP logo
Send SMTP email for new Amelia booking
Activate
Amelia logo
Twilio logo
Send Twilio sms for new Amelia booking
Activate
Amelia logo
WhatsApp logo
Send WhatsApp message for new Amelia booking
Activate
Amelia logo
ActiveCampaign logo
Create ActiveCampaign contact for new Amelia booking
Activate
Amelia logo
Google Sheets logo
Create Google Sheets row for new Amelia booking
Activate
Amelia logo
SMTP logo
Send SMTP email for new Amelia booking
Activate
Amelia logo
Twilio logo
Send Twilio sms for new Amelia booking
Activate
Amelia logo
Invoice Ninja logo
Create Invoice Ninja invoice for new Amelia booking
Activate
Amelia logo
HubSpot logo
Update HubSpot contact from new Amelia booking
Activate
Amelia logo
HubSpot logo
Create HubSpot deal for new Amelia booking
Activate
Amelia logo
Google Meet logo
Create Google Meet event for new Amelia booking
Activate
Amelia logo
Shopify logo
Create Shopify article for new Amelia booking
Activate
Amelia logo
Invoice Ninja logo
Create Invoice Ninja invoice for new Amelia booking
Activate
Amelia logo
HubSpot logo
Update HubSpot contact from new Amelia booking
Activate
Amelia logo
HubSpot logo
Create HubSpot deal for new Amelia booking
Activate
Amelia logo
Google Meet logo
Create Google Meet event for new Amelia booking
Activate
Amelia logo
Shopify logo
Create Shopify article for new Amelia booking
Activate

Top 10 Most Popular Xero Automations from
Integrately Community

Most popularmost-popular-automations
01
ThriveCart logo
Xero logo
Create Xero sales invoice for new ThriveCart purchase
02
Amelia logo
Xero logo
Create Xero sales invoice for new Amelia booking
03
Xero logo
WhatsApp logo
Send WhatsApp message for new Xero payment
04
Xero logo
Clockify logo
Create Clockify project from new Xero account
05
Zoho Books logo
Xero logo
Create Xero sales invoice for new Zoho Books sales invoice
cloud
Xero
app integration
06
MySQL logo
Xero logo
Create Xero sales invoice from new row MySQL
07
Xero logo
Gmail logo
Send Gmail email for new Xero payment
08
Google Sheets logo
Xero logo
Create Xero sales invoice from new row Google Sheets
09
Invoice Ninja logo
Xero logo
Create Xero sales invoice for new Invoice Ninja invoice
10
Microsoft Excel logo
Xero logo
Create Xero sales invoice from new row Microsoft Excel
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Amelia or Xero With 1400+ Other Apps

Amelia
Amelia
Amelia is the only platform that combines language understanding, AI-based conversational capabilities, and natural human interaction to deliver unprecedented conversational experiences.
Xero
Xero
Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.