Botstar + Xero Integration

Integrate Botstar to Xero in one click, or tell Integrately AI how you want each invoice handled. Create sales invoices, update contacts, send user messages, and log transactions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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.
  • Botstar
    Send message to users in Botstar
  • Botstar
    Create bot entity in Botstar
  • Botstar
    Create entity item in Botstar
  • Botstar
    Add entity fields in Botstar
  • Botstar
    Update entity item in Botstar
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • 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
    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 WorkflowsReady Workflows   for Botstar + Xero Integration

Send user messages for new invoices, update contacts, track payments, and sync accounts, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Botstar + Xero flow

Send invoice notifications to your team, log transactions in your spreadsheets, and update your CRM automatically. Pick a combination and activate it in one click.

Botstar
Xero
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
TrelloTrello (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
X
S
B
Create a Stripe customer when a Xero sales invoice is created, and send a confirmation message to users in Botstar
New Xero invoices immediately create matching Stripe customers and trigger Botstar messages without manual data entry.
S
X
B
When a Stripe payment is successful, update the sales invoice in Xero and notify users in Botstar
Stripe payments update your Xero invoices automatically while sending instant user updates through Botstar.
S
X
B
Create a Xero contact when a Stripe customer is created, and send a welcome message in Botstar
New Stripe customers become Xero contacts instantly while Botstar welcomes them with automated chatbot engagement.
X
S
B
When a Xero quote is created, generate a Stripe payment link and notify the user in Botstar
Xero quotes generate Stripe payment links automatically and deliver them straight to users through Botstar.

Supported triggers and actions for Botstar and Xero

Mix and match to build the exact automation you need

Botstar
Botstar Triggers & Actions
No trigger is available
Send message to users in Botstar
Delivers a pre-written message to a designated recipient
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Create bot entity in Botstar
Creates a new bot entity within the application
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Create entity item in Botstar
Adds a new contact to the contact list
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Add entity fields in Botstar
Adds custom fields to an entity based on particular criteria
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Update entity item in Botstar
Updates an item within an entity
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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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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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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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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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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 Botstar + Xero?

Streamline your accounting workflows and chatbot interactions with powerful automated routines.

What you can automate?
🔄
Automate billing updates between Xero and Botstar
Trigger instant Botstar messages and record updates the moment a sales invoice or payment is created in Xero. Eliminate manual copying and keep all systems perfectly aligned.
📝
Capture every submitted field and record detail
Map all available Xero invoice attributes and contact fields into your downstream workflows instead of just basic names. Your records become much more comprehensive for review.
🔔
Notify the right team member instantly
Alert your sales or finance team the second a new payment or purchase order is recorded in Xero. Ensure prompt follow-ups and quick administrative review.
🔀
Route data dynamically based on submitted fields
Execute different follow-up actions depending on the specific values submitted in Xero contacts or invoices. Send specialized notifications or create targeted CRM records.
🔄
Keep financial records continuously up to date
Synchronize status changes across your accounting books and communication channels automatically as invoices and bills get updated.
👥
Create or update records without duplicates
Search existing contacts and items before creating new entries in Xero, ensuring your database remains clean and free of redundant records.
💳
Handle payment and bill status changes seamlessly
Trigger automated follow-up steps when payments are recorded, quotes are approved, or bills are generated in Xero.
🌐
Extend your workflow to trusted third-party apps
Connect your Botstar and Xero data with external tools like Google Sheets, Slack, or HubSpot to build multi-step operational pipelines.
And much more...

Who is Botstar + Xero integration for?

Accounting teams, marketers, and business owners eliminate manual data entry and keep billing records perfectly synchronized across Botstar and Xero.

Financial analysts
Financial analysts
Sales managers
Sales managers
Account managers
Account managers
Operations directors
Operations directors
Customer success leads
Customer success leads
Finance administrators
Finance administrators
📈
Financial analysts
You're reconciling transactions across multiple platforms but your reports only update when someone manually exports records, so the figures you're reviewing against are always hours behind — with this integration, every new invoice and payment syncs instantly and your numbers stay current.
Sales managers
You need to act fast when new client quotes and invoices are generated, but you find out about closed deals too late because billing and CRM tools operate in silos — with this integration, every accounting update triggers instant team alerts and workflow actions.
🤝
Account managers
You answer to clients who want to see prompt follow-ups and accurate billing records, but manual data copying causes frustrating delays — connecting these apps means every transaction and contact update is reflected instantly across your systems.
📊
Operations directors
The volume of incoming invoices and customer inquiries is too high for anyone to keep up by hand, leading to missed billing entries and delayed responses — automating both apps means every submission and financial record is handled without manual intervention.
🎯
Customer success leads
You own the onboarding stage and depend on someone upstream to hand over new client details from invoices, but handoffs get missed in the shuffle — this integration means every new contact and payment instantly populates your workflow tasks.
🗂️
Finance administrators
You need a reliable history of all transactions and keep finding gaps where invoices or payments were forgotten during manual entry — automating both apps means every record is captured accurately with zero missing entries.
Our team

Ready Workflows 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 Botstar + Xero

Build and manage your Botstar + 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 Botstar + 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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Frequently Asked Questions

How do I connect Botstar to Xero?
Frequently Asked Questions
You can connect Botstar to Xero effortlessly using 1-click workflows and Integrately AI. With 1,500+ supported apps including Google Sheets, Slack, and HubSpot, setting up your automation takes only minutes.
Can I send Botstar messages automatically when a Xero invoice is created?
Frequently Asked Questions
Can I connect Botstar, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Botstar and Xero?
Frequently Asked Questions
How does the Xero contact trigger work with Botstar?
Frequently Asked Questions
Can I update Xero invoices automatically?
Frequently Asked Questions
Do I need coding skills to build Botstar and Xero automations?
Frequently Asked Questions
Is the Botstar and Xero integration free?
Frequently Asked Questions
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