Clickatell + Xero Integration

Integrate Clickatell to Xero in one click, or tell Integrately AI how you want each invoice handled. Alert customers about payments, update invoices, notify teams, and trigger follow-up actions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clickatell
    SMS is sent in Clickatell 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.
  • Clickatell
    Send SMS in Clickatell
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create project in Xero
  • Xero
    Search item by name 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 Clickatell + Xero Integration

Send customer payment alerts, notify teams when invoices are updated, sync contact details, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Xero + Clickatell Integration

Send Clickatell message for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a message through Clickatell letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Xero - Clickatell integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clickatell + Xero flow

Sync accounting records and customer notifications with marketing, payment, and store platforms. Pick a combination and activate it in one click.

Clickatell
Xero
+
ShopifyShopify (4)
+
StripeStripe (4)
+
XeroXero (4)
+
PayPalPayPal (4)
+
MailchimpMailchimp (4)
+
ClickatellClickatell (2)
S
X
C
When a new Shopify order is created, create a sales invoice in Xero, and send a confirmation SMS in Clickatell.
New Shopify orders instantly generate sales invoices in Xero and trigger SMS confirmations in Clickatell, eliminating manual bookkeeping.
S
X
C
When a Shopify refund is processed, create a credit note in Xero, and alert the customer via Clickatell.
Refunds in Shopify automatically create Xero credit notes and send notification SMS updates via Clickatell.
S
X
C
When a new Shopify customer is added, create a contact in Xero, and send a welcome SMS in Clickatell.
New store customers are automatically added as Xero contacts and welcomed with a Clickatell SMS.
S
X
C
Use Claude to evaluate Shopify order details, create a sales invoice in Xero if valid, and notify via Clickatell.
Claude analyzes Shopify orders to generate Xero invoices and trigger automated Clickatell SMS notifications.

Supported triggers and actions for Clickatell and Xero

Mix and match to build the exact automation you need

Clickatell
Clickatell Triggers & Actions
Instant
SMS is sent in Clickatell
Triggers the automation when a text message is sent
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Send SMS in Clickatell
Sends a text message to particular recipients
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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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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 invoice in Xero
Attach files to generated invoices for easy reference
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create item code in Xero
Generates new unique item code
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Update invoice items in Xero
Updates the items in an invoice
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Get online invoice URL in Xero
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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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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
Try it โ†’

What can you automate with Clickatell + Xero?

Streamline your messaging and accounting workflows with ready-made automation capabilities.

What you can automate?
๐Ÿงพ
Send SMS alerts on new invoices
Trigger automated Clickatell text messages the moment a sales invoice or payment is created in Xero. Keep clients informed without manual intervention.
๐Ÿ“‹
Capture every submitted field
Map all available transaction details and custom fields from Xero into your Clickatell messaging templates. Ensure personalized and accurate communications.
๐Ÿ””
Notify the right team member instantly
Send urgent text notifications to staff whenever a critical payment fails or an invoice status changes in Xero. Eliminate response delays.
๐Ÿ”€
Route actions based on transaction value
Apply conditional logic to send VIP confirmation texts for high-value invoices while routing standard receipts through normal channels.
๐Ÿ”„
Keep accounting records up to date
Automatically update Xero contact records and invoices whenever customer details change across your connected business tools.
๐Ÿ›ก๏ธ
Prevent duplicate records and entries
Search existing Xero contacts before creating new ones to maintain clean customer ledgers and eliminate redundant records.
โฑ๏ธ
Handle later status changes smoothly
Automate workflows for refunded payments, cancelled invoices, or completed bank transactions across Clickatell and Xero.
๐Ÿ”—
Extend flows to popular marketing apps
Connect Mailchimp or Shopify data into your Clickatell and Xero workflows to unify customer acquisition and accounting.
And much more...

Who is Clickatell + Xero integration for?

Connecting Clickatell and Xero helps finance, sales, and support teams eliminate manual data entry, speed up payment alerts, and maintain accurate records effortlessly.

Finance Managers
Finance Managers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Billing Specialists
Billing Specialists
Sales Representatives
Sales Representatives
Compliance Auditors
Compliance Auditors
๐Ÿ“ˆ
Finance Managers
You're reviewing revenue reports every morning but your accounting records only update when someone manually exports payment data, so the financial summaries you're basing budgets on are always a few hours behind โ€” with this integration, every new transaction lands in Xero instantly and your financial data stays current.
โšก
Customer Support Leads
You manage client billing queries but find out about failed payments too late because invoice alerts require manual checking across platforms โ€” with this integration, every payment event triggers instant Clickatell notifications so your team can resolve issues immediately.
๐Ÿค
Account Managers
You report to clients on project invoicing progress but spend hours cross-referencing accounting ledgers and messaging histories by hand โ€” with this integration, every invoice update is automatically synced and communicated so clients always see accurate progress.
๐Ÿ’ผ
Billing Specialists
You process hundreds of invoices and payment receipts daily while manually copying customer responses into your accounting software, leading to bottlenecks โ€” with this integration, every transaction and text log is automated end-to-end to keep your billing queue clear.
๐ŸŽฏ
Sales Representatives
You depend on finance teams to hand over payment confirmations before reaching out to upsell clients, causing frustrating communication delays โ€” with this integration, every payment update triggers automated messaging so you can engage buyers at the exact right moment.
๐Ÿ“‹
Compliance Auditors
You audit financial records and customer communication histories but keep finding gaps caused by manual data entry mistakes between messaging and accounting tools โ€” with this integration, every transaction and alert is logged reliably to maintain a complete audit trail.
Our team

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Why choose Integrately to automate Clickatell + Xero

Build and manage your Clickatell + 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 Clickatell + 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 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clickatell to Xero?
Frequently Asked Questions
You can connect Clickatell to Xero using 1-click automations on Integrately alongside tools like Shopify, Stripe, and Mailchimp. Pick a ready template or ask Integrately AI to build your custom workflow instantly.
Can I automatically send an SMS when a new Xero invoice is created?
Frequently Asked Questions
Can I connect Clickatell, Xero, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Clickatell and Xero?
Frequently Asked Questions
How does Clickatell handle messaging triggers in these automations?
Frequently Asked Questions
How do Xero invoices and contacts sync with this integration?
Frequently Asked Questions
Do I need coding skills to automate Clickatell and Xero?
Frequently Asked Questions
Is the Clickatell and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Clickatell or Xero With 1500+ Other Apps

Clickatell
Popular Clickatell Integrations
Connect Clickatell to messaging, CRM, and support tools to keep customer communications flowing across your stack.
Xero
Popular Xero Integrations
Sync Xero with payment, banking, and reporting tools to keep your financial data working everywhere.
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Xero Integrations arrow right
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