Clientjoy + Xero Integration

Integrate Clientjoy to Xero in one click, or tell Integrately AI how you want each invoice handled. Track payments, create bills, update contacts, and log transactions automatically.

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1.
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy 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.
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy
  • Xero
    Search item by name in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Add attachment to invoice 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 Clientjoy + Xero Integration

Create invoices, track payments, update contacts, and log transactions, all in just one click.

Most popular automationsmost-popular-automations
Xero + Clientjoy Integration

Create Clientjoy contact for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Clientjoy to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Xero, a corresponding contact will automatically be created in Clientjoy.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Clientjoy + Xero Integration

Create Xero task for new Clientjoy contact

Xero and Clientjoy are two powerful cloud-based tools that can be used to improve business productivity. Using this Xero - Clientjoy integration, you can automatically create task in Xero whenever a new contact is created in Clientjoy.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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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 Clientjoy + Xero flow

Send client data to marketing lists, log payments in spreadsheets, and notify your team when invoices are paid. Pick a combination and activate it in one click.

Clientjoy
Xero
+
StripeStripe (4)
+
CalendlyCalendly (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
S
C
X
When a payment is created in Stripe, create a customer in Clientjoy and a sales invoice in Xero
Stripe payments instantly generate customer profiles in Clientjoy and sales invoices in Xero without manual data entry.
C
X
S
When an invoice is created in Clientjoy, create a payment in Xero and record the charge in Stripe
Clientjoy invoices trigger Xero payment tracking and Stripe charges automatically.
S
X
C
If a Stripe payment is completed, create a bill in Xero and log the client in Clientjoy
Completed Stripe charges create Xero bills and Clientjoy client records instantly.
C
X
S
When an invoice is paid in Clientjoy, create a sales invoice in Xero and record a transaction in Stripe
Paid Clientjoy invoices trigger Xero sales invoices and Stripe bank transactions automatically.

Supported triggers and actions for Clientjoy and Xero

Mix and match to build the exact automation you need

Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
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Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
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Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
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Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
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Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
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Instant
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
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Create lead in Clientjoy
Generates new leads for potential customers
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Create customer in Clientjoy
Adds a new customer to the database
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Create Invoice in Clientjoy
Generates invoices for sales transactions
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Create proposal in Clientjoy
Generates a new proposal
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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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Search item by name in Xero
Locates and retrieves particular item information
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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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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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Create task in Xero
Creates a new task
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Create project in Xero
Creates a new project
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Get online invoice URL in Xero
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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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 Clientjoy + Xero?

Streamline your agency operations by connecting your client lifecycle management directly to your financial ledger.

What you can automate?
๐Ÿงพ
Automate sales invoice creation from CRM invoices
Generate Xero sales invoices the moment an invoice is created in Clientjoy. Eliminate manual double-entry between your client management and accounting systems.
๐Ÿ“‹
Capture every submitted client and billing field
Map complete customer profiles, line items, and financial amounts between Clientjoy and Xero instead of basic names alone. Your accounting records remain thorough and accurate.
๐Ÿ””
Notify your team when invoices are paid
Alert your finance or sales channels in Slack immediately when an invoice is paid in Clientjoy, ensuring everyone stays informed on incoming cash flow.
๐Ÿ”€
Route records based on submitted invoice criteria
Create different Xero bills or update specific CRM stages depending on the invoice value or client tier submitted in Clientjoy.
๐Ÿ”„
Keep financial destination records up to date
Update existing contacts and sales invoices in Xero automatically whenever client details or proposal statuses change in Clientjoy.
๐Ÿ”
Search and prevent duplicate accounting contacts
Verify existing contact records in Xero by email or name before creating new entries, preventing duplicate accounts in your ledger.
โšก
Handle payment and billing status changes
Trigger automated accounting workflows when invoices are paid, quotes are accepted, or proposals are sent in Clientjoy.
๐ŸŒ
Extend your workflow to Slack or Google Drive
Connect Clientjoy and Xero to Slack or Google Drive to archive payment receipts and notify teams instantly as transactions occur.
And much more...

Who is Clientjoy + Xero integration for?

Agencies and finance teams managing client lifecycles and revenue workflows benefit from automated synchronization between CRM records and accounting ledgers.

Financial analysts
Financial analysts
Sales managers
Sales managers
Client success directors
Client success directors
Billing teams
Billing teams
Account executives
Account executives
Project coordinators
Project coordinators
๐Ÿ“ˆ
Financial analysts
You're reviewing revenue metrics in Xero but client lifecycle data in Clientjoy lags behind, so the financial forecasts you present are always based on outdated figures โ€” automating both apps means every invoice update syncs instantly and your reports stay current.
โšก
Sales managers
You're closing deals and generating invoices in Clientjoy but payment confirmations in Xero take hours to register, so follow-up actions happen too late โ€” connecting these apps means payments register instantly and your team can act without delay.
๐Ÿ“‹
Client success directors
You're managing client proposals and contracts in Clientjoy while tracking billing statuses in Xero, so status updates requested by stakeholders take time to compile โ€” with this integration, financial records match your CRM data automatically.
๐Ÿ’ธ
Billing teams
You're creating customer accounts and invoices in Clientjoy daily, but manual entry into Xero causes backlogs and missing records, so reconciliation errors pile up โ€” automating both apps means high invoice volumes flow smoothly into your ledger.
๐Ÿค
Account executives
You're converting leads to paying customers in Clientjoy, but accounting departments waiting on manual Xero entries stall the onboarding handoff, so progress halts โ€” integrating these apps means your billing team receives complete customer details the moment payment hits.
๐Ÿ—‚๏ธ
Project coordinators
You're logging client agreements and payments in Clientjoy but financial audits reveal missing ledger entries in Xero, so reconciliation is painful โ€” with this integration, every contract and payment maintains a reliable, synced history.
Our team

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Why choose Integrately to automate Clientjoy + Xero

Build and manage your Clientjoy + 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 Clientjoy + 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?

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Frequently Asked Questions

How do I connect Clientjoy to Xero?
Frequently Asked Questions
You can connect Clientjoy to Xero in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and accounting software alongside apps like Slack, HubSpot, and Stripe.
Can I automatically create Xero sales invoices from Clientjoy invoices?
Frequently Asked Questions
Can I connect Clientjoy, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientjoy and Xero?
Frequently Asked Questions
How are customer contacts updated between Clientjoy and Xero?
Frequently Asked Questions
Can I track paid invoices from Clientjoy in Xero?
Frequently Asked Questions
Do I need coding skills to automate Clientjoy and Xero?
Frequently Asked Questions
Is the Clientjoy and Xero integration free?
Frequently Asked Questions
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