HubSpot
Slack
Xero

HubSpot + Slack + Xero integrations

Automate sales invoicing, deal tracking, payment alerts, lead creation, and team notifications across HubSpot, Slack, and Xero.

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Popular automation
Trigger
Deal stage is changed
in HubSpot
Instant
Actions
Search contact by email address
in Xero
Create sales invoice for existing contact
in Xero
Send channel message
in Slack

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Ready Workflows Ready Workflows   for HubSpot + Slack + Xero integration

Create sales invoices, sync contact records, notify your team, and track payments automatically, all in just one click.

Create a Xero sales invoice and notify Slack when a HubSpot deal stage changes

Deal stage is changed in HubSpot→Search contact by email address in Xero→Create sales invoice for existing contact in Xero→Send channel message in Slack
Automatically generate an invoice in Xero and alert your team on Slack when a deal progresses in HubSpot.
When a deal reaches the closing stage in HubSpot, this workflow looks up the client in Xero, creates a draft invoice, and posts an update to your team channel in Slack. It removes the manual delay between closing a sale and billing the client, keeping finance and sales aligned without double data entry.
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Issue Xero invoices and broadcast wins to Slack for high-value HubSpot deals

Deal stage is changed in HubSpot→Continue only if deal stage is Closed Won and amount is greater than 5000→Create sales invoice in Xero→Send channel message in Slack
Filter for high-value closed deals in HubSpot to trigger automatic invoicing in Xero and team-wide celebrations in Slack.
Enterprise contracts require immediate attention from both accounting and leadership. This setup checks that the closed deal exceeds your threshold before issuing an invoice in Xero and broadcasting the win to Slack, ensuring large accounts receive prompt billing.
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Turn HubSpot deal notes into Xero invoices using AI and alert Slack

Deal stage is changed in HubSpot→Generate personalised onboarding summary and billing breakdown from deal notes→Create sales invoice in Xero→Send channel message in Slack
Use AI to parse complex HubSpot deal notes into clean Xero line items and post a briefing in Slack.
Custom contract terms often make standard invoicing tedious. This automation uses AI to read deal notes from HubSpot, formats the billing details for Xero, generates the invoice, and shares a readable summary in your operations Slack channel.
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Create invoices in Xero, notify Slack, and log revenue in Google Sheets from HubSpot

Deal stage is changed in HubSpot→Create sales invoice in Xero→Send channel message in Slack→Add row with invoice ID, deal amount, and closing date
Generate invoices in Xero, alert account managers in Slack, and record revenue data in Google Sheets.
Sales operations teams need a clear paper trail for executive reporting. When a deal closes in HubSpot, this automation issues the invoice in Xero, notifies the team on Slack, and logs transaction metadata into a centralised revenue spreadsheet.
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Mirror HubSpot quotes in Xero and notify your sales desk in Slack

Quote is created in HubSpot→Create quote in Xero→Send channel message in Slack
Automatically create matching quotes in Xero and notify your sales desk in Slack whenever a quote is issued in HubSpot.
Keeping sales and finance aligned starts before a deal closes. When a sales rep generates a formal quote in HubSpot, this automation mirrors it in Xero for financial auditing while alerting the team in Slack.
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Turn new HubSpot contacts into Xero clients and announce them in Slack

Contact is created in HubSpot→Create contact in Xero→Send channel message in Slack
Add new HubSpot contacts to Xero as billing profiles and post an announcement in a private Slack channel.
Every marketing lead that converts into a customer needs an accounting profile. This workflow ensures that new contacts created in HubSpot automatically appear in Xero as billing contacts, with an operational notification sent to Slack.
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Create Xero contacts and alert Slack when a HubSpot form is submitted

Form is submitted in HubSpot→Create contact in Xero→Send channel message in Slack
Capture new sign-ups from HubSpot web forms, create their Xero profiles, and alert your intake channel on Slack.
Website intake forms often mark the start of a new client relationship. When a prospect submits a form in HubSpot, this setup immediately adds them to Xero and notifies your team in Slack, reducing manual onboarding delays.
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Create bookkeeping tasks in Xero and alert Slack for billing support tickets in HubSpot

Ticket is created in HubSpot→Continue only if ticket category is Billing Inquiry→Create task in Xero→Send channel message in Slack
Filter billing support tickets in HubSpot to create accounting tasks in Xero and notify the billing manager on Slack.
Support requests concerning invoices need direct escalation to bookkeeping. This workflow filters tickets by category, creates a corresponding task in Xero, and alerts the on-duty billing manager in Slack.
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Update HubSpot deals and alert Slack when invoice payments are received in Xero

Payment is created/updated in Xero→Search deal by name in HubSpot→Update deal in HubSpot→Send channel message in Slack
Mark HubSpot deals as fully paid and notify account managers in Slack whenever an invoice payment is logged in Xero.
Connecting Xero payment receipts to HubSpot deal updates eliminates cross-departmental reconciliation lag. When money lands in Xero, this automation finds the correct deal in HubSpot, updates its stage, and posts a celebratory note in Slack.
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Log Xero payment notes on HubSpot contacts and alert Slack

Payment is created/updated in Xero→Search contact by email in HubSpot→Add note to contact in HubSpot→Send channel message in Slack
Search for contacts in HubSpot to record payment notes and notify customer success in Slack when Xero receives funds.
Client-facing representatives need real-time visibility into account standings. When an invoice is paid in Xero, this workflow logs a payment note on the contact profile in HubSpot and informs the customer success team in Slack.
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Steps to connect HubSpot, Slack and Xero

  1. Log in to Integrately
  2. Search and select HubSpot and Slack
  3. Pick a ready 1-click automation or select the desired trigger-action pair
  4. Securely connect your HubSpot & Slack accounts
  5. Add Xero in the next steps of your workflow
  6. Map the fields across all three apps
  7. Test it, then switch it on Done

How the data usually flows between HubSpot, Slack and Xero

See how customer information moves smoothly from your CRM to accounting and team chat without manual intervention.

HubSpot
HubSpot
The workflow triggers the moment a sales milestone changes or a client submits a form. Nobody has to check for updates manually.
Capture
Xero
Xero
The details go straight into your accounting software to create draft invoices, update customer profiles, or log payment records.
Process
Slack
Slack
Channels and direct messages inform the right colleagues about new invoices, payments, or collection tasks immediately.
Notify
HubSpot
HubSpot
Deals update automatically and follow-up tasks get assigned so your team can focus on client relationships instead of admin.
Action
ai-icon
Fully Automated
Once set up, your data moves seamlessly
between HubSpot, Slack and Xero.
HubSpot
Slack
Xero
One continuous flow, Zero extra effort.

Supported triggers and actions

A trigger is what starts the automation. An action is what it does next. Mix any of these across the three apps.

HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Meeting is created in HubSpot
Triggers the automation when a new meeting is created
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Meeting is updated in HubSpot
Triggers the automation when a new meeting is update
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated or created.
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
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Uninstall App in HubSpot
Removes the application from the system.
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Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
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Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
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Associate deal with line item in HubSpot
Associates a deal with a line item
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Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
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Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
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Slack
Slack Triggers & Actions
Message is posted on private channel in Slack
Triggers the automation when a message is posted on a private channel
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Group message is received in Slack
Triggers the automation when a group message is received
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Direct message is received in Slack
Triggers the automation when a direct message is received
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Reaction is added in Slack
Triggers the automation when someone reacts to any message
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Channel is created in Slack
Triggers the automation when a new channel is created
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Custom emoji is added in Slack
Triggers the automation when a custom emoji is added
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User is created in Slack
Triggers the automation when a new user is created
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File is created in Slack
Triggers the automation when a particular action in the workflow fails
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Get thread messages in Slack
Retrieves messages in a specific thread
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Search user in Slack
Searches for a user
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Send channel message in Slack
Sends a channel message
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Send direct message in Slack
Sends a private message to a recipient
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Send private channel message in Slack
Sends a private message to a channel
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Reply to channel message in Slack
Replies to a channel message
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Search message in Slack
Searches for a message
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Invite user to channel in Slack
Sends an invitation to a user to join a channel
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Search user by email in Slack
Retrieves user information based on their email address
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Update profile in Slack
Updates the user's profile
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Create channel in Slack
Creates a new channel
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Set channel topic in Slack
Sets the channel topic
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Get user by id in Slack
Retrieves user information using their id
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Set status in Slack
Sets the status
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Get Message Permalink in Slack
Retrieves the unique url link for a message within a conversation or chat
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Add reminder in Slack
Schedule and set reminder for a date and time
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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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Add contacts to contact group in Xero
Add contacts to a contact group
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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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Who this setup is for

B2B sales and finance teams
B2B sales and finance teams
Agency account managers
Agency account managers
Subscription service businesses
Subscription service businesses
Operations directors
Operations directors
📋 B2B sales and finance teams
You close deals in a CRM but spend hours manually re-entering client data into accounting software to issue invoices. This setup bridges your sales and billing workflow so invoices go out the moment deals close.
🎙️ Agency account managers
You need to keep your team informed in chat while ensuring financial records stay accurate and up to date. This automation links your deal stages directly to team channels and accounting ledgers.
🔁 Subscription service businesses
Tracking invoice payments and reconciling them with CRM deals takes up valuable time every week. This workflow matches payments received in accounting back to your CRM deals automatically.
🗂️ Operations directors
Manual data entry between CRM, chat tools, and accounting software leads to delayed invoicing and communication gaps. This integration keeps every platform synchronised in real time.
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Everything this automation handles for you

Everything this automation handles for you
No duplicate records
Match contacts by email address before creating profiles so the same client never gets added twice across your CRM and accounting software.
Auto-retry failed steps
If a temporary connection issue blocks an invoice creation or message delivery, the automation retries the step safely instead of leaving work half-finished.
Conditional deal filtering
Set rules to trigger invoices only for specific deal stages, approved amounts, or particular service categories without manual filtering.
Real-time synchronisation
Keep HubSpot, Slack, and Xero perfectly aligned so sales, billing, and management always look at current information.

Why choose Integrately to automate HubSpot + Slack + Xero

Build and manage your HubSpot + Slack + 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 HubSpot + Slack + 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.
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Prefer to connect just two apps? Explore each combination separately

HubSpot
Slack
HubSpot + Slack
Send instant channel notifications whenever deals update or new contacts arrive.
Explore Integrations
Slack
Xero
Slack + Xero
Alert your team in chat whenever invoices are paid or collection tasks arise.
Explore Integrations
HubSpot
Xero
HubSpot + Xero
Automatically generate sales invoices and sync contact records between your CRM and accounting.
Explore Integrations

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Questions people ask

Can HubSpot deal stage changes automatically create sales invoices in Xero?
Frequently Asked Questions
Yes, Integrately has a ready workflow to create a Xero sales invoice and notify Slack when a HubSpot deal stage changes. When a deal reaches your chosen stage in HubSpot, Integrately searches for the contact in Xero, generates the sales invoice, and sends an alert in Slack.
Does receiving a payment in Xero automatically update deals in HubSpot?
Frequently Asked Questions
Can I filter high-value deals in HubSpot before issuing invoices in Xero?
Frequently Asked Questions
What happens if an invoice becomes overdue in Xero?
Frequently Asked Questions
Can Slack emoji reactions trigger invoice creation in Xero?
Frequently Asked Questions
Do I need coding skills to connect HubSpot, Slack and Xero?
Frequently Asked Questions
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