Flodesk + Xero Integration

Integrate Flodesk to Xero in one click, or tell Integrately AI how you want each subscriber handled. Sync contacts, create sales invoices, update your accounting records, and keep your financial data accurate automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flodesk
    Subscriber is created in Flodesk Instant
  • Flodesk
    Subscriber is added to segment in Flodesk Instant
  • Flodesk
    Subscriber is unsubscribed in Flodesk 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.
  • Flodesk
    Remove subscriber from segment in Flodesk
  • Flodesk
    Create or Update subscriber in Flodesk
  • Flodesk
    Search subscriber in Flodesk
  • Flodesk
    Unsubscribe subscriber in Flodesk
  • Flodesk
    Add subscriber to a segment in Flodesk
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project 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 Flodesk + Xero Integration

Capture new subscribers, create corresponding Xero contacts, generate invoices, and keep your financial books aligned, all in just one click.

Most popular automationsmost-popular-automations
Xero + Flodesk Integration

Create Flodesk contact for new Xero contact

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

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

Create Xero task for new Flodesk contact

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

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 Flodesk + Xero flow

Keep your customer data, email campaigns, store orders, and financial records completely aligned across your entire business stack. Pick a combination and activate it in one click.

Flodesk
Xero
+
ShopifyShopify (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
S
X
F
When a new Shopify order is placed, create a sales invoice in Xero and add the customer as a subscriber in Flodesk
Shopify store orders instantly generate a Xero sales invoice and update your Flodesk subscriber list without manual entry.
S
X
F
When a Shopify customer is created, create a contact in Xero and add them to a segment in Flodesk
New Shopify customers immediately appear in Xero as contacts and join your designated Flodesk segment.
S
X
F
When a Shopify refund is issued, create a credit note in Xero and update the subscriber in Flodesk
Process Shopify refunds by creating Xero credit notes and updating Flodesk subscriber status automatically.

Supported triggers and actions for Flodesk and Xero

Mix and match to build the exact automation you need

Flodesk
Flodesk Triggers & Actions
Instant
Subscriber is created in Flodesk
Triggers the automation when a new subscriber is added
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Instant
Subscriber is added to segment in Flodesk
Triggers the automation when a subscriber is added to a segment
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Instant
Subscriber is unsubscribed in Flodesk
Triggers the automation when a subscriber opts out from further communication
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Remove subscriber from segment in Flodesk
Removes a subscriber from a segment
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Create or Update subscriber in Flodesk
Generates a new invoice
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Search subscriber in Flodesk
Look up and retrieve subscriber information
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Unsubscribe subscriber in Flodesk
Removes a subscriber from the mailing list
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Add subscriber to a segment in Flodesk
Adds a subscriber to a segment
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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 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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Add attachment to contact in Xero
Attach files or documents to contact profiles
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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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Search item by name in Xero
Locates and retrieves particular item information
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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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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 Flodesk + Xero?

Streamline subscriber management and accounting workflows by connecting Flodesk and Xero directly.

What you can automate?
🔄
Sync Flodesk subscribers to Xero contacts automatically
Whenever a new subscriber is created in Flodesk, a matching contact is instantly generated in Xero. Eliminate manual data entry and keep your accounting books updated with every new signup.
📋
Capture every subscriber detail in Xero records
Map complete subscriber names, email addresses, and metadata from Flodesk directly into Xero contact fields. Maintain rich client profiles for better financial tracking.
🔔
Notify your team when subscribers convert
Trigger instant accounting updates and notify your finance team whenever a valuable subscriber is added to a specific Flodesk segment.
🔀
Route records based on segment membership
Apply conditional rules to send specific Flodesk subscriber segments to designated Xero accounts or generate customized sales invoices.
🔄
Keep financial records updated as subscriber data changes
Automatically update existing Xero contacts and invoices whenever subscriber details or segments are modified in Flodesk.
🔍
Search and prevent duplicate entries
Search existing Xero contacts before creating new records, ensuring your accounting database remains clean and free of duplicate entries.
💳
Handle invoices and payments seamlessly
Create sales invoices, record payments, and manage credit notes in Xero triggered by subscriber events and e-commerce checkouts in Flodesk.
🌐
Extend your workflow with Google Sheets
Connect Flodesk and Xero alongside Google Sheets to log every transaction and subscriber update in a centralised spreadsheet for comprehensive reporting.
And much more...

Who is Flodesk + Xero integration for?

Connecting Flodesk and Xero eliminates manual data entry between your email marketing platform and your accounting books, ensuring accurate financial tracking for growing businesses.

E-commerce founders
E-commerce founders
Finance managers
Finance managers
Agency owners
Agency owners
Marketing directors
Marketing directors
Operations leads
Operations leads
Bookkeepers
Bookkeepers
📈
E-commerce founders
You're selling products online and capturing email subscribers, but your accounting books only update when someone manually exports buyer lists, so your financial reporting is always outdated — automating both apps means every new buyer record lands in Xero instantly and your books stay current.
Finance managers
You need to track customer payments and invoices immediately, but subscriber details remain trapped in your email marketing tool until someone re-types them, so your billing pipeline suffers from delays — this integration means every Flodesk subscriber creates a matching Xero contact without manual work.
🤝
Agency owners
You onboard clients through email forms and need their billing accounts set up promptly, but manual data transfer causes invoicing delays that frustrate clients — connecting these apps means your Xero sales invoices are generated the moment subscribers are created in Flodesk.
📊
Marketing directors
The volume of new subscriber sign-ups is too high for your team to manually create accounting contacts and sales invoices, leading to discrepancies between marketing lists and financial ledgers — automating both apps means customer records flow seamlessly into Xero.
⚙️
Operations leads
You own the handoff between marketing campaigns and financial record-keeping, but reliance on manual exports creates gaps in your client history — with this integration, contact details and subscriber segments update automatically across platforms.
📁
Bookkeepers
You rely on accurate client histories to reconcile monthly accounts, but missing subscriber details in your ledger force constant manual checks — this integration means your Xero contacts and invoices reflect Flodesk subscriber activity immediately.
Our team

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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 Flodesk + Xero

Build and manage your Flodesk + 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 Flodesk + 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Flodesk to Xero?
Frequently Asked Questions
You can connect Flodesk to Xero in 1 click using ready templates or ask Integrately AI to build the automation. It takes seconds to link your accounts along with popular tools like Shopify, Stripe, and Google Sheets.
Can I automatically create Xero contacts when a new subscriber joins Flodesk?
Frequently Asked Questions
Can I connect Flodesk, Xero, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Flodesk and Xero?
Frequently Asked Questions
How does Flodesk subscriber data transfer to Xero?
Frequently Asked Questions
Can I update existing Xero contacts from Flodesk events?
Frequently Asked Questions
Do I need coding skills to automate Flodesk and Xero?
Frequently Asked Questions
Is the Flodesk and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Flodesk or Xero With 1500+ Other Apps

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