Create Xero task for new Chatra message
Chatra + Xero Integration
Chatra + Xero Integration
Integrate Chatra to Xero in one click, or tell Integrately AI how you want each contact handled. Create contacts, log visitor details, update your accounts, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Conversation is started in Chatra Instant- Message is received in Chatra Instant
- Chat is finished in Chatra Instant
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.
- Add attachment to contact in Xero
- Add attachment to invoice in Xero
- Create project in Xero
- Create task 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 Chatra + Xero Integration
Capture customer chats, create contacts, update invoices, notify your team, and trigger follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Chatra + Xero flow
Sync chat leads to your CRM, notify your support team, and log finance updates. Pick a combination and activate it in one click.
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Shopify (3)
Shopify (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Gmail (3)
Gmail (3) +
HubSpot (3)
HubSpot (3) +
Asana (3)
Asana (3) C
X
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Create a Xero contact and a Shopify customer when a conversation starts in Chatra
New Chatra conversations instantly create a contact in Xero and a customer in Shopify, removing manual entry.
C
X
S
Create a Xero sales invoice and a Shopify order when a message is received in Chatra
Turn chat orders into Xero invoices and Shopify orders instantly as messages come in.
C
X
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Create a Xero bill and update the Shopify customer when a Chatra chat finishes
Finished chats trigger Xero bill creation and Shopify customer updates automatically.
Supported triggers and actions for Chatra and Xero
Mix and match to build the exact automation you need
Chatra Triggers & Actions
Instant
Conversation is started in Chatra
Triggers the automation when a new conversation is initiated
Try it → Instant
Message is received in Chatra
Triggers the automation when a new message is received
Try it → Instant
Chat is finished in Chatra
Triggers the automation when a chat is marked as complete
Try it → 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 Chatra + Xero?
Streamline your customer chats and financial workflows with powerful automated actions.
🧾
Create Xero contacts instantly from live chats
Turn every new Chatra conversation visitor into a verified Xero contact automatically. Eliminate manual data entry and ensure every lead is logged in your books.
📋
Capture every submitted chat detail
Map names, emails, and message details directly into Xero sales invoices and billing records instead of copying information by hand.
🔔
Notify your team when chats arrive
Alert your finance or sales team immediately on Slack or email whenever a high-intent chat starts or a new invoice is generated.
🔀
Route records based on chat content
Create standard contacts for general inquiries or high-priority invoices for enterprise chat requests automatically in Xero.
🔄
Keep financial records up to date
Automatically update Xero sales invoices, bills, and payments as customer conversations progress and close.
🔍
Search and update existing contacts
Check if a contact already exists in Xero before creating a new record, preventing duplicate entries and keeping your database clean.
💳
Handle payments and invoice statuses
Record Xero payments and update invoice statuses automatically the moment a customer completes a transaction during chat.
🚀
Extend workflows to popular apps
Connect Chatra and Xero with Shopify, Slack, Gmail, or HubSpot to build multi-step operational pipelines.
And much more...
Who is Chatra + Xero integration for?
Connecting Chatra and Xero helps support teams, accountants, and business owners eliminate manual data entry, keep financial records current, and speed up customer follow-ups.
Customer Support Leads
Sales Representatives
Client Accountants
E-commerce Managers
Billing Specialists
Operations Directors
📈
Customer Support Leads
You're managing live chat interactions all day but your financial contacts only update when someone manually exports chat leads, so your customer database is always a few steps behind — automating both apps means every new visitor lands in Xero instantly and your records stay current.
⚡
Sales Representatives
You need to act fast on live chat inquiries and create invoices before leads go cold, but manual data entry slows down your response time — connecting these apps means your Xero contacts and sales invoices generate the moment a chat starts.
🤝
Client Accountants
You answer to business owners who want to see accurate, up-to-date financial books, but missing chat sales leave gaps in your ledger — with this integration, every chat-driven transaction creates a precise Xero record without delay.
📊
E-commerce Managers
The chat volume is too high for anyone to keep up by hand, resulting in unrecorded orders and unlinked customer profiles — automating both apps means every customer chat automatically translates into organised Xero contacts and invoices.
💼
Billing Specialists
You own the invoicing process and depend on customer chats to hand over billing details, but details often get lost in transit — this integration means chat data flows directly into Xero to generate invoices without missing a field.
🔍
Operations Directors
You need a reliable customer history across support and finance tools, but keep finding gaps between your live chat software and accounting books — connecting these apps means every interaction creates a unified audit trail.
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 Chatra + Xero
Build and manage your Chatra + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Chatra + 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 Chatra + Xero Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Chatra to Xero?
You can connect Chatra to Xero using ready-made workflows or Integrately AI in just one click. Simply choose a template, authenticate both accounts, and start syncing customer chats with your accounting books alongside tools like Shopify, Slack, and HubSpot.
Can I automatically create Xero invoices from live chat messages?
Can I connect Chatra, Xero, and Slack?
What is a good Zapier alternative for Chatra and Xero?
How does Chatra visitor data transfer into Xero contacts?
Can I update existing Xero contacts with new chat information?
Do I need coding skills to automate Chatra and Xero?
Is the Chatra and Xero integration free?
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