Heymarket SMS + Xero Integration

Integrate Heymarket SMS to Xero in one click, or tell Integrately AI how you want each contact handled. Create contacts, generate invoices, track payments, and update your books automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Heymarket SMS
    Contact is created in Heymarket SMS
  • Heymarket SMS
    New message is received in Heymarket SMS
  • Heymarket SMS
    New inbox is created in Heymarket SMS
  • Heymarket SMS
    New template is created in Heymarket SMS
  • 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.
  • Heymarket SMS
    Send message in Heymarket SMS
  • Heymarket SMS
    Create a contact in Heymarket SMS
  • Heymarket SMS
    Create a template in Heymarket SMS
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task 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
    Get online invoice URL 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 Heymarket SMS + Xero Integration

Capture messages, create contacts, track invoices, update accounts, and sync books, all in just one click.

Most popular automationsmost-popular-automations
Xero + Heymarket SMS Integration

Send Heymarket SMS message for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a message through Heymarket SMS 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 - Heymarket SMS 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 Heymarket SMS + Xero flow

Connect billing, customer records, and document signing to keep your entire financial workflow in sync. Pick a combination and activate it in one click.

Heymarket SMS
Xero
+
StripeStripe (4)
+
SalesforceSalesforce (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
DocuSignDocuSign (4)
H
S
X
Create a Stripe customer for every new Heymarket SMS contact, and add a Xero contact
New Heymarket SMS contacts immediately generate a corresponding Stripe customer and Xero contact without manual entry.
S
X
H
When a Stripe payment is completed, create a Xero sales invoice and send a confirmation in Heymarket SMS
Completed Stripe payments automatically generate a Xero sales invoice and notify customers via Heymarket SMS.
S
X
H
If a Stripe charge fails, update the Xero invoice status and alert your support team on Heymarket SMS
Failed Stripe charges update accounting records and trigger internal Heymarket SMS notifications.
H
S
X
Use Claude to extract billing details from a Heymarket SMS message, create a Stripe invoice, and record it in Xero
AI extracts billing information from customer messages to generate Stripe invoices and Xero entries.

Supported triggers and actions for Heymarket SMS and Xero

Mix and match to build the exact automation you need

Heymarket SMS
Heymarket SMS Triggers & Actions
Contact is created in Heymarket SMS
Triggers the automation when a new contact is created
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New message is received in Heymarket SMS
Triggers the automation when a new message is received
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New inbox is created in Heymarket SMS
Triggers the automation when a new inbox is created
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New template is created in Heymarket SMS
Triggers the automation when a new template is created
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Send message in Heymarket SMS
Sends a message to a recipient
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Create a contact in Heymarket SMS
Adds a new contact to the contact list
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Create a template in Heymarket SMS
Creates a new template
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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 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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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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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
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What can you automate with Heymarket SMS + Xero?

Streamline your customer messaging and financial accounting with powerful automated workflows.

What you can automate?
🔄
Sync new contacts between Heymarket SMS and Xero instantly
Every time a new contact is created in Heymarket SMS, a matching contact is automatically generated in Xero. Eliminate duplicate data entry and keep your customer database perfectly aligned.
📄
Generate Xero sales invoices from customer actions
Automatically create sales invoices in Xero whenever new orders or customer events take place. Streamline your billing cycle and reduce administrative overhead.
🔔
Notify your team the moment financial events occur
Send instant updates to your team inbox or Slack channels whenever payments, invoices, or customer updates happen. Ensure everyone stays informed in real time.
🔀
Route records based on submitted criteria
Apply conditional logic to direct contacts and invoices to specific accounts or tax rates based on custom fields. Customize your workflow to match your exact business rules.
📝
Keep accounting records updated as data changes
Automatically update existing Xero contacts and invoices whenever details change in Heymarket SMS. Maintain complete accuracy across all your business systems.
🔍
Search and update existing records without duplicates
Check for existing contacts or invoices in Xero before creating new entries. Prevent cluttered databases and keep your records clean.
💳
Automate payments and financial reconciliation
Record payments and bank transactions in Xero automatically as transactions complete. Keep your financial books balanced without manual bookkeeping.
🌐
Extend your financial workflows with external apps
Connect your Heymarket SMS and Xero flow with Slack, Gmail, or Stripe to build comprehensive multi-step automations across your entire tech stack.
And much more...

Who is Heymarket SMS + Xero integration for?

Operations teams, finance managers, and customer support leads rely on this integration to eliminate manual data entry and keep financial records updated.

Finance directors
Finance directors
Sales representatives
Sales representatives
Account managers
Account managers
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
Bookkeepers
Bookkeepers
📈
Finance directors
You're reviewing financial statements but your accounting records only update when someone manually reconciles messages, so your cash flow reports are always lagging behind — this integration means every transaction lands in Xero instantly and your books stay accurate.
Sales representatives
You need to follow up with leads immediately after initial contact, but client details take hours to reach your CRM and billing tools, causing delayed outreach — with this integration, every new contact syncs across platforms automatically so you can close deals faster.
🤝
Account managers
Your clients expect rapid project updates and accurate invoices, but disconnected messaging and accounting tools lead to missed billing details — connecting these apps means every invoice and contact is generated instantly without manual data transfer.
💬
Customer support leads
The volume of inbound messages is too high for your team to keep up by hand while updating accounting records, leading to administrative bottlenecks — automating both apps means customer records and financial entries happen in the background.
🔄
Operations coordinators
You depend on upstream customer messaging to trigger billing workflows, but manual handoffs cause frequent delays in invoicing — this integration means customer creation flows straight into Xero bills and sales invoices without friction.
📋
Bookkeepers
You need a reliable history of every transaction and contact, but manual logging creates frustrating gaps in your audit trail — automating this process means every record is captured accurately right when it occurs.
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 Heymarket SMS + Xero

Build and manage your Heymarket SMS + 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 Heymarket SMS + 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?

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Automation is ready
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Frequently Asked Questions

How do I connect Heymarket SMS to Xero?
Frequently Asked Questions
You can connect Heymarket SMS to Xero instantly using pre-built templates or by using Integrately AI to build custom workflows with Slack, Gmail, and Stripe.
Can I automatically create Xero invoices from Heymarket SMS messages?
Frequently Asked Questions
Can I connect Heymarket SMS, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Heymarket SMS and Xero?
Frequently Asked Questions
How are contacts managed between Heymarket SMS and Xero?
Frequently Asked Questions
Can Xero invoice updates trigger Heymarket SMS notifications?
Frequently Asked Questions
Do I need coding skills to automate Heymarket SMS and Xero?
Frequently Asked Questions
Is the Heymarket SMS and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Heymarket SMS or Xero With 1500+ Other Apps

Heymarket SMS
Popular Heymarket SMS Integrations
Connect Heymarket SMS to CRMs, email tools, and helpdesks to streamline customer communications and support.
Xero
Popular Xero Integrations
Sync Xero with payment gateways, expense trackers, and reporting software to keep your accounting stack fully integrated.
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Xero Integrations arrow right
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