Create Fluid Pay contact for new Xero contact
Xero + Fluid Pay Integration
Fluid Pay + Xero Integration
Integrate Fluid Pay to Xero in one click, or tell Integrately AI how you want each transaction handled. Process payments, generate sales invoices, update your accounting records, and alert your finance team automatically.
Free forever.Use premium features free for 14 days.1.
Transaction is created in Fluid Pay Instant- Transaction is captured in Fluid Pay Instant
- Transaction is updated in Fluid Pay Instant
- Transaction becomes void in Fluid Pay Instant
- Transaction is settled in Fluid Pay 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.
- Create invoice in Fluid Pay
- Update invoice in Fluid Pay
- Search invoice in Fluid Pay
- Delete invoice in Fluid Pay
- Get invoice by id in Fluid Pay
- Create user in Fluid Pay
- Create plan in Fluid Pay
- Refund in Fluid Pay
- Create add-on in Fluid Pay
- Create discount in Fluid Pay
- Search transaction in Fluid Pay
- Add attachment to invoice in Xero
- Create project in Xero
- Create task in Xero
- Add attachment to contact 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 Fluid Pay + Xero Integration
Create sales invoices from new transactions, log payments, update contacts, and keep your books reconciled, 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 Fluid Pay + Xero flow
Streamline customer notifications, financial reporting, and CRM management by adding your favorite tools to your payment and accounting setup. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Shopify (4)
Shopify (4) +
HubSpot (4)
HubSpot (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) F
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When a transaction is created in Fluid Pay, create a sales invoice in Xero and create a customer in Stripe.
Every Fluid Pay transaction triggers a Xero sales invoice and sets up a matching Stripe customer instantly.
F
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When a transaction is settled in Fluid Pay, create a sales invoice in Xero and create a payment in Stripe.
Settled transactions automatically generate a Xero sales invoice and record a payment in Stripe.
F
X
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When a transaction is updated in Fluid Pay, update the sales invoice in Xero and search for the customer in Stripe.
Updated Fluid Pay transactions refresh your Xero sales invoice and look up the customer profile in Stripe.
F
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When a transaction becomes void in Fluid Pay, create a credit note in Xero and create a refund in Stripe.
Voided Fluid Pay transactions generate a Xero credit note and process a refund in Stripe automatically.
Supported triggers and actions for Fluid Pay and Xero
Mix and match to build the exact automation you need
Fluid Pay Triggers & Actions
Instant
Transaction is created in Fluid Pay
Triggers the automation when a new transaction is created
Try it → Instant
Transaction is captured in Fluid Pay
Triggers the automation when a new transaction occurs
Try it → Instant
Transaction is updated in Fluid Pay
Triggers the automation when a transaction is updated
Try it → Instant
Transaction becomes void in Fluid Pay
Triggers the automation when a transaction becomes void
Try it → Instant
Transaction is settled in Fluid Pay
Triggers the automation when a transaction is settled
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 Fluid Pay + Xero?
Streamline your payment processing and accounting workflows with reliable automation built for modern businesses.
🧾
Create sales invoices from new transactions
Generate a Xero sales invoice automatically the moment a new transaction is created in Fluid Pay. Eliminate manual data entry and keep your general ledger updated.
📋
Capture every transaction detail
Map all available payment fields and customer data from Fluid Pay directly into Xero sales invoices instead of just basic amounts. Your books capture complete transaction context.
💬
Notify your finance team instantly
Alert your accounting department on Slack or email the moment a high-value transaction or payment settlement is recorded across your systems.
🔀
Route transactions based on amount
Apply conditional logic to handle enterprise payments differently from standard retail transactions, creating custom invoice tags or deals based on transaction values.
🔄
Keep accounting records up to date
Automatically update Xero sales invoices whenever transaction details are modified in Fluid Pay, preventing discrepancies between your payment gateway and books.
🔍
Match existing contacts without duplicates
Search for existing contacts in Xero before creating records, ensuring customer profiles remain clean and free of duplicate entries.
↩️
Handle refunds and voided payments
Generate Xero credit notes automatically whenever a transaction becomes void or is refunded in Fluid Pay, keeping financial statements accurate.
🔗
Extend your workflow to HubSpot
Connect Fluid Pay and Xero to HubSpot to log new paying customers as CRM contacts and track deal closures alongside your financial ledger.
And much more...
Who is Fluid Pay + Xero integration for?
Connect Fluid Pay and Xero to eliminate manual bookkeeping, streamline invoice generation, and keep your financial records accurate across teams.
Finance directors
Accounts receivable managers
Client account leads
E-commerce operations teams
Billing specialists
Bookkeeping compliance officers
📈
Finance directors
You review revenue reports and ledger balances daily, but your accounting books lag behind payment gateway transactions because someone manually exports and imports CSV files — automating both apps means every new transaction creates a sales invoice in Xero instantly and your financial reports stay current.
⚡
Accounts receivable managers
You need to track settled payments and reconcile accounts immediately, but delays in updating invoices leave your books out of sync with actual bank deposits — connecting these apps means every settled transaction updates your Xero records automatically and cash flow visibility is immediate.
🤝
Client account leads
You answer to external stakeholders who expect timely billing confirmation and accurate invoice records, but manual data entry causes invoicing bottlenecks — this integration means every payment transaction triggers a Xero invoice creation instantly and client accounts reflect accurate data.
📊
E-commerce operations teams
The transaction volume is too high for anyone to keep up with manual bookkeeping, leading to persistent discrepancies between payment gateway logs and accounting ledgers — automating both apps means every order payment generates a matching invoice in Xero without manual data entry.
🔄
Billing specialists
You depend on upstream payment gateway records to generate correct billing documents, but manual handoffs cause delayed invoicing and billing errors — with this integration, every new transaction flows straight into Xero as a sales invoice for immediate processing.
📁
Bookkeeping compliance officers
You need a reliable audit history and keep finding gaps where voided transactions or refunds were missed in the accounting ledger — automating both apps means every voided transaction generates a credit note in Xero and your audit trail remains complete.
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 Fluid Pay + Xero
Build and manage your Fluid Pay + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Fluid Pay + 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 Fluid Pay + Xero Now 
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Frequently Asked Questions
How do I connect Fluid Pay to Xero?
You can connect Fluid Pay to Xero in one click using ready-made workflows on Integrately or by asking Integrately AI to build your automation. It takes seconds to link your accounts and start syncing payments with tools like Stripe, Shopify, HubSpot, Gmail, Slack, and Google Sheets.
Can I automatically create Xero sales invoices from Fluid Pay transactions?
Can I connect Fluid Pay, Xero, and Slack?
What is a good Zapier alternative for Fluid Pay and Xero?
How does the integration handle transaction updates in Fluid Pay?
Can I generate Xero credit notes when transactions are voided in Fluid Pay?
Do I need coding skills to automate Fluid Pay and Xero?
Is the Fluid Pay and Xero integration free?
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