Gmail + Xero Integration

Integrate Gmail to Xero in one click, or tell Integrately AI how you want each email handled. Extract invoice details, create bills or contacts, notify your team, and log payment records automatically.

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1.
  • Gmail
    Email is received in Gmail
  • Gmail
    Label is added to email in Gmail
  • Gmail
    New email is starred in Gmail
  • Gmail
    Email matching search is received in Gmail
  • Gmail
    Thread is started in Gmail
  • Gmail
    Label is created in Gmail
  • 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
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.

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Ready Workflows Ready Workflows for Gmail + Xero Integration

Create bills from incoming emails, manage contacts, update your accounting records, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Xero + Gmail Integration

Send Gmail email for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a email through Gmail 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 - Gmail 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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Connect more apps to your Gmail + Xero flow

Sync your accounting data with customer records, drive storage, or team messaging platforms for complete financial tracking. Pick a combination and activate it in one click.

Gmail
Xero
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StripeStripe (4)
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Google DriveGoogle Drive (4)
+
QuickBooks OnlineQuickBooks Online (4)
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HubSpotHubSpot (4)
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SlackSlack (4)
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Google SheetsGoogle Sheets (4)
S
X
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When a Stripe payment is succeeded, create a sales invoice in Xero, and send a confirmation email in Gmail
Stripe payments instantly generate a sales invoice in Xero while emailing the confirmation through Gmail, eliminating manual bookkeeping.
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X
G
When a Stripe customer is created, create a contact in Xero, and send a welcome email in Gmail
New Stripe customers become Xero contacts instantly while receiving a welcome message via Gmail.
S
X
G
When a Stripe charge is refunded, create a credit note in Xero, and send a notification email in Gmail
Refunds in Stripe automatically generate a credit note in Xero and notify your finance team in Gmail.
S
X
G
When a Stripe invoice is payment failed, create a task in Xero, and send a follow-up email in Gmail
Failed Stripe payments create a follow-up task in Xero and trigger an email notification in Gmail.

Supported triggers and actions for Gmail and Xero

Mix and match to build the exact automation you need

Gmail
Gmail Triggers & Actions
Email is received in Gmail
Triggers the automation when an email is received
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Label is added to email in Gmail
Triggers the automation when any email is labelled
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New email is starred in Gmail
Triggers the automation when any email is starred
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Email matching search is received in Gmail
Triggers the automation when an incoming email matches a particular search criteria
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Thread is started in Gmail
Triggers the automation when a new thread is created
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Label is created in Gmail
Triggers the automation when a new label is created
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Send email in Gmail
Sends an email to a recipient
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Reply to email in Gmail
Replies to an email
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Create draft in Gmail
Adds a new contact to the contact list
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Delete label in Gmail
Removes a particular label from the selected item
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Create draft reply in Gmail
Adds a new contact to the contact list
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Search email in Gmail
Scan email inbox for keywords or sender
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Add label to email in Gmail
Categorize and organize emails by adding labels based on criteria
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Remove label from email in Gmail
Removes a label from an email
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Create label in Gmail
Generates a new label
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Update label in Gmail
Modify the label information
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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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Journal is created in Xero
Triggers the automation when a new journal is added
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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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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 project in Xero
Creates a new project
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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 purchase order in Xero
Uploads and attach files to purchase orders
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Update invoice items in Xero
Updates the items in an invoice
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Create item code in Xero
Generates new unique item code
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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 Gmail + Xero?

Streamline your financial workflows by connecting Gmail communications directly to Xero accounting operations.

What you can automate?
๐Ÿงพ
Create Xero bills from incoming emails automatically
Turn inbound vendor emails and receipt attachments into fully formed Xero bills the moment they arrive in your Gmail inbox.
๐Ÿ“‹
Capture every submitted field from email inquiries
Extract all relevant details from your incoming Gmail messages to populate complete contact and invoice records in Xero.
๐Ÿ””
Notify your team instantly upon invoice creation
Send immediate email notifications through Gmail whenever a new sales invoice or bill is generated in Xero.
๐Ÿ”€
Route records based on submitted email criteria
Apply conditional rules to direct specific Gmail messages to different Xero contacts or billing categories based on email content.
๐Ÿ”„
Keep accounting records updated as invoices change
Automatically update existing Xero invoices and contacts whenever related email threads or details are modified.
๐Ÿ‘ฅ
Add or update contacts instead of creating duplicates
Search existing Xero contacts by email address before creating new records, ensuring your database remains clean and organized.
๐Ÿ’ณ
Handle payment status changes and receipts
Trigger automated email receipts in Gmail whenever payments or invoices are marked as paid or updated in Xero.
๐Ÿ”—
Extend your workflow with team messaging apps
Connect your Gmail and Xero workflow to Slack or Google Sheets to broadcast financial updates and maintain secondary logs.
And much more...

Who is Gmail + Xero integration for?

Finance professionals, business owners, and operations managers managing incoming correspondence and financial records find this integration essential for accurate bookkeeping.

Finance Managers
Finance Managers
Accountants
Accountants
Business Owners
Business Owners
Accounts Payable Clerks
Accounts Payable Clerks
Sales Representatives
Sales Representatives
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance Managers
You're reviewing customer emails for payment confirmations, but your accounting records only update when someone manually enters the data, so the financial reports you're analysing against are always a few hours behind โ€” with this integration, every payment email updates Xero instantly and your ledger stays accurate.
โšก
Accountants
You monitor inbox messages for vendor bills, but urgent supplier invoices sit unread in email threads until someone manually logs them, so payment deadlines get missed โ€” with this integration, every incoming bill is captured immediately and your workflow runs smoothly.
๐Ÿค
Business Owners
You answer client queries and manage billing across separate tools, but keeping your client roster updated between your inbox and ledger takes hours of manual copy-pasting, so client tracking suffers โ€” with this integration, new contacts sync automatically and your customer records stay complete.
๐Ÿ“Š
Accounts Payable Clerks
You handle high volumes of transaction receipts in your inbox, but keying every payment into your accounting software by hand leads to persistent data entry errors, so monthly reconciliation takes days โ€” with this integration, every transaction record populates instantly without manual effort.
๐Ÿ’ผ
Sales Representatives
You depend on finance teams to confirm when customer invoices are settled before releasing orders, but waiting for manual notification delays fulfillment, so customer satisfaction drops โ€” with this integration, payment updates trigger instantly and your orders proceed without delay.
๐Ÿ“‘
Bookkeepers
You maintain financial transaction history across multiple platforms, but gaps appear whenever receipts or invoices are archived in email without being logged, so your audit trail has missing links โ€” with this integration, every document creates a reliable history automatically.
Our team

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Why choose Integrately to automate Gmail + Xero

Build and manage your Gmail + 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 Gmail + 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
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Gmail to Xero?
Frequently Asked Questions
You can connect Gmail to Xero in just 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you. It takes seconds to link your accounts and start automating your accounting workflow alongside 1,500+ other apps.
Can I automatically create Xero bills from incoming emails in Gmail?
Frequently Asked Questions
Can I connect Gmail, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Gmail and Xero?
Frequently Asked Questions
How do Gmail email triggers work with Xero?
Frequently Asked Questions
How do Xero updates trigger Gmail notifications?
Frequently Asked Questions
Do I need coding skills to automate Gmail and Xero?
Frequently Asked Questions
Is the Gmail and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Gmail or Xero With 1500+ Other Apps

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Xero
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