Mailchimp + Xero Integration

Integrate Mailchimp to Xero in one click, or tell Integrately AI how you want each order handled. Create sales invoices from every order, update your contacts, track payments, and alert your finance team instantly.

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1.
  • Mailchimp
    Subscriber is created/updated in Mailchimp
  • Mailchimp
    Subscriber is added to segment or tag in Mailchimp
  • Mailchimp
    Subscriber is added to list in Mailchimp Instant
  • Mailchimp
    Subscriber has unsubscribed in Mailchimp
  • Mailchimp
    Subscriber's profile is updated in Mailchimp Instant
  • Mailchimp
    List member is unsubscribed in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is cleaned from the list in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is changed in Mailchimp Instant
  • Mailchimp
    Campaign is created in Mailchimp
  • Mailchimp
    Campaign is sent in Mailchimp
  • Mailchimp
    Campaign email activity is created in Mailchimp
  • Mailchimp
    Campaign is sent or cancelled in Mailchimp Instant
  • Mailchimp
    Email is opened in Mailchimp
  • Mailchimp
    Link is clicked in Mailchimp
  • Mailchimp
    Customer is created in Mailchimp
  • Mailchimp
    Order is created in Mailchimp
  • Mailchimp
    Audience/List is created in Mailchimp
  • Mailchimp
    Folder is created in Mailchimp
  • Mailchimp
    List segments is created in Mailchimp
  • Mailchimp
    File is created in Mailchimp
  • Mailchimp
    Members is added/updated in segment in Mailchimp
  • 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 Mailchimp + Xero Integration

Create sales invoices, update contacts, track payments, log transactions, and notify your finance team, all in just one click.

Most popular automationsmost-popular-automations
Xero + Mailchimp Integration

Create Mailchimp contact for new Xero contact

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

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

Create Xero task for new Mailchimp contact

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

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!
See more
  • 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 Mailchimp + Xero flow

Push your financial data into CRMs, spreadsheets, and messaging channels the moment an order or invoice updates. Pick a combination and activate it in one click.

Mailchimp
Xero
+
ShopifyShopify (5)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
SlackSlack (4)
M
X
S
When an order is created in Mailchimp, create a sales invoice in Xero and create a customer in Shopify.
Mailchimp orders instantly generate a Xero sales invoice and a new customer profile in Shopify without manual export.
X
S
M
When a sales invoice is created in Xero, create an order in Shopify and add the customer in Mailchimp.
Xero sales invoices trigger a Shopify order and update your Mailchimp subscriber list automatically.
S
X
M
When a customer is created in Shopify, create a contact in Xero and add a subscriber in Mailchimp.
Shopify customers appear in Xero as new contacts and join your Mailchimp mailing list instantly.
S
X
M
If a Shopify order is created, create a sales invoice in Xero and send a campaign in Mailchimp.
Shopify orders generate a Xero invoice and trigger a targeted Mailchimp campaign instantly.
S
X
M
Use Claude to review Shopify order details, create a Xero sales invoice, and update Mailchimp subscriber tags.
Claude evaluates order details before generating a Xero invoice and updating Mailchimp tags.

Supported triggers and actions for Mailchimp and Xero

Mix and match to build the exact automation you need

Mailchimp
Mailchimp Triggers & Actions
Subscriber is created/updated in Mailchimp
Triggers the automation when any subscriber is created or updated
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Subscriber is added to segment or tag in Mailchimp
Triggers the automation when a subscriber is added to a segment or tag
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Instant
Subscriber is added to list in Mailchimp
Triggers the automation when a subscriber is added to a list
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Subscriber has unsubscribed in Mailchimp
Triggers the automation when a subscriber unsubscribes from a particular mailing list
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Instant
Subscriber's profile is updated in Mailchimp
Triggers the automation when a subscriber's profile is updated
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Instant
List member is unsubscribed in Mailchimp
Triggers the automation when a member unsubscribes from a mailing list
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Instant
Subscriber's email address is cleaned from the list in Mailchimp
Triggers the automation when a subscriber's email address is cleaned from the list
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Instant
Subscriber's email address is changed in Mailchimp
Triggers the automation when a subscriber's email address is changed
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Campaign is created in Mailchimp
Triggers the automation when a new campaign is created
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Campaign is sent in Mailchimp
Triggers the automation when any campaign is sent
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Campaign email activity is created in Mailchimp
Triggers the automation when a new campaign email activity is created
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Instant
Campaign is sent or cancelled in Mailchimp
Triggers the automation when a campaign is sent or cancelled in your marketing platform
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Email is opened in Mailchimp
Triggers the automation when an email is opened
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Link is clicked in Mailchimp
Triggers the automation when a link in the email is clicked
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Customer is created in Mailchimp
Triggers the automation when a new customer is created
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Order is created in Mailchimp
Triggers the automation when a new order is created
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Audience/List is created in Mailchimp
Triggers the automation when a new audience or list is created
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Folder is created in Mailchimp
Triggers the automation when a new folder is created
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List segments is created in Mailchimp
Triggers the automation when a new segment is created
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File is created in Mailchimp
Triggers the automation when a particular action in the workflow fails
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Members is added/updated in segment in Mailchimp
Triggers the automation when a member is added or updated in a particular segment
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Create list (In Review) in Mailchimp
Create list
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Create or update subscriber in Mailchimp
Generates a new invoice
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Add tag to subscriber in Mailchimp
Assigns a tag to a subscriber based on predefined criteria
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Update Subscriber in Mailchimp
Updates subscriber information
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Add note to subscriber in Mailchimp
Adds a note to a subscriber
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Search subscriber by email in Mailchimp
Retrieves subscriber information using their email address
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Search subscriber by email in a list in Mailchimp
Searches for a subscriber by email within a designated list
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Unsubscribe email in Mailchimp
Removes email address from mailing list
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Remove subscriber in Mailchimp
Unsubscribe a user from mailing lists
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Archive list member in Mailchimp
Removes list members from active list and store them in an archived list
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Send campaign in Mailchimp
Sends out a pre-designed campaign to targeted recipients
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Search campaign in Mailchimp
Searches for a campaign
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Update campaign in Mailchimp
Refresh and adjust the content and settings of a marketing campaign
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Add or remove member tags in Mailchimp
Manage member tags based on criteria
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Create custom event in Mailchimp
Creates a new marketing campaign
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Create file in Mailchimp
Generates a new file
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Search customer in Mailchimp
Locates and retrieves customer information
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Create campaign in Mailchimp
Generates and launch a new marketing campaign
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Search content of campaign in Mailchimp
Searches for the content of a campaign
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Get campaign by id in Mailchimp
Retrieves a campaign using its id
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Get open campaign details for subscriber in Mailchimp
Retrieves and display detailed information about campaign interactions for a subscriber
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Create folder in Mailchimp
Creates a new folder in the designated location
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Add existing member to static segment in Mailchimp
Adds a member who already exists to a predefined static segment within the audience
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Remove member from static segment in Mailchimp
Removes a member from a predefined static 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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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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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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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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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 Mailchimp + Xero?

Streamline your billing, customer data syncing, and financial reporting with powerful automated workflows between Mailchimp and Xero.

What you can automate?
๐Ÿงพ
Generate sales invoices from new orders automatically
Turn every Mailchimp order into a detailed Xero sales invoice the moment it occurs. Eliminate manual billing and keep your accounting ledger perfectly accurate.
๐Ÿ“‹
Capture every submitted subscriber detail
Map all custom subscriber fields from Mailchimp straight into Xero contact profiles. Ensure your customer database contains complete information for every client.
๐Ÿ””
Alert your finance team instantly on Slack
Send real-time notifications to your accounting channel whenever a new invoice or payment is created in Xero. Keep your team informed without checking the dashboard.
๐Ÿ”€
Route transactions based on order values
Apply conditional rules to send high-value orders to specific Xero accounts while standard purchases follow your regular billing workflow.
๐Ÿ”„
Keep customer records updated across systems
Automatically update Xero contact details whenever a subscriber profile changes in Mailchimp. Maintain synchronized client information effortlessly.
๐Ÿ›ก๏ธ
Add or update contacts without creating duplicates
Search existing Xero records before creating new contacts from Mailchimp subscribers. Keep your database clean and free of redundant entries.
๐Ÿ’ณ
Handle later status changes and payments
Update subscriber segments and notify your team when a Xero payment is created or an invoice status changes. Keep your entire pipeline transparent.
๐ŸŒ
Extend your workflow to Google Sheets
Log every Mailchimp order and Xero invoice into Google Sheets for custom reporting and executive review. Combine your financial data with powerful spreadsheet tools.
And much more...

Who is Mailchimp + Xero integration for?

Accounting teams, business owners, and marketers rely on this integration to eliminate manual data entry, keep financial records current, and sync customer details seamlessly.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Operations teams
Operations teams
Finance managers
Finance managers
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Performance marketers
You're running email campaigns and tracking customer acquisition metrics, but your accounting sheet only updates when someone manually exports invoices, so the revenue counts you're optimising against are always a few hours behind โ€” with this integration, every new order lands in your financial ledger instantly and your revenue data stays current.
โšก
Sales reps
You need to act fast on new customer purchases, and you find out too late because invoicing updates sit in a separate finance queue โ€” this integration means every new order creates a sales invoice immediately and your sales channel hears about it without delay.
๐Ÿค
Account managers
You answer to a client or an outside party who wants to see financial progress and campaign updates, but gathering the data manually takes hours โ€” automating both apps means every subscriber and invoice syncs automatically so your reporting is always ready.
๐Ÿ“ฆ
Operations teams
The volume of new subscribers and billing transactions is too high for anyone to keep up by hand, leading to costly data discrepancies โ€” connecting these apps means every record moves between platforms without manual handling.
๐Ÿ’ณ
Finance managers
You own the billing workflow and depend on marketing to hand over customer details, but subscriber data often arrives incomplete โ€” automating both apps means every order generates a verified Xero sales invoice instantly.
๐Ÿ—‚๏ธ
Bookkeepers
You need a reliable financial history and keep finding gaps where campaign purchases were never logged in your accounting books โ€” this integration means every transaction is recorded accurately with zero manual intervention.
Our team

Ready Workflows 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 Mailchimp + Xero

Build and manage your Mailchimp + 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 Mailchimp + 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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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Mailchimp to Xero?
Frequently Asked Questions
You can connect Mailchimp to Xero using 1-click integrations on Integrately. Select a ready workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Xero invoices from Mailchimp orders?
Frequently Asked Questions
Can I connect Mailchimp, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Mailchimp and Xero?
Frequently Asked Questions
How does Mailchimp handle subscriber data in this integration?
Frequently Asked Questions
Can Xero invoice updates trigger actions in Mailchimp?
Frequently Asked Questions
Do I need coding skills to automate Mailchimp and Xero?
Frequently Asked Questions
Is the Mailchimp and Xero integration free?
Frequently Asked Questions
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