Manychat + Xero Integration

Integrate Manychat to Xero in one click, or tell Integrately AI how you want each request handled. Create contacts, log invoices, update accounts, and track your business finances automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Manychat
    External request is created in Manychat Instant
  • 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.
  • Manychat
    Search subscriber by email or phone in Manychat
  • Manychat
    Create subscriber in Manychat
  • Manychat
    Add tag to user in Manychat
  • Manychat
    Search subscriber by name in Manychat
  • Manychat
    Update subscriber in Manychat
  • Manychat
    Remove tag from user in Manychat
  • Manychat
    Send text message to user in Manychat
  • Manychat
    Send content to user in Manychat
  • Manychat
    Set custom fields in Manychat
  • 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 Manychat + Xero Integration

Capture incoming requests, create Xero contacts, log sales invoices, update financial records, and manage billing details, all in just one click.

Most popular automationsmost-popular-automations
Xero + Manychat Integration

Create ManyChat contact for new Xero contact

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

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

Send ManyChat message for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a message through ManyChat 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 - ManyChat 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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Manychat + Xero Integration

Create Xero task for new ManyChat external request

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new ManyChat external requests received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Xero task for new ManyChat external request received today - your customers will thank you for it!
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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 Manychat + Xero flow

Send customer data to your CRM, notify your team on messaging apps, and keep accounting ledgers fully updated across your entire stack. Pick a combination and activate it in one click.

Manychat
Xero
+
ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
M
X
S
Create a Xero sales invoice from every Manychat external request, and add a customer in Shopify.
Manychat requests become Xero sales invoices and Shopify customers instantly, removing manual data entry.
S
M
X
When a Shopify order is paid, create a subscriber in Manychat and update the contact in Xero.
Shopify purchases update your Xero contacts and Manychat subscribers automatically the moment payment clears.
S
X
M
If a Shopify customer is tagged VIP, create a sales invoice in Xero and add a tag to user in Manychat.
VIP Shopify customers receive specific Manychat tags and custom Xero invoices automatically based on order data.
S
X
M
Use Claude to summarise Shopify order notes, create a Xero sales invoice, and update the subscriber in Manychat.
Claude extracts order details to generate accurate Xero invoices and update Manychat subscriber records.

Supported triggers and actions for Manychat and Xero

Mix and match to build the exact automation you need

Manychat
Manychat Triggers & Actions
Instant
External request is created in Manychat
Triggers the automation when a new interaction with an external service is initiated
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Search subscriber by email or phone in Manychat
Find subscribers using email or phone number
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Create subscriber in Manychat
Adds new users to the subscription list
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Add tag to user in Manychat
Assigns a tag to a user based on particular criteria
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Search subscriber by name in Manychat
Searches for a user by name
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Update subscriber in Manychat
Updates subscriber information
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Remove tag from user in Manychat
Untag a user's profile
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Send text message to user in Manychat
Sends a reply
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Send content to user in Manychat
Sends content to a user
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Set custom fields in Manychat
Sets custom fields
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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 Manychat + Xero?

Streamline your financial accounting and messaging workflows with ready-made automation sequences.

What you can automate?
🔄
Sync Manychat requests directly into Xero records
Trigger automated Xero contact creation or sales invoices the moment an external request occurs in Manychat. Eliminate manual data entry between your messenger marketing platform and accounting books.
📋
Capture every submitted field without manual entry
Map all custom fields, subscriber details, and message inputs from Manychat directly into Xero contact fields and line items. Ensure your financial accounts contain complete customer information.
🔔
Alert your team instantly when accounts update
Send instant notifications to your finance or sales channels in Slack whenever a new Xero invoice or Manychat request comes in. Keep your team aligned on incoming business opportunities.
🔀
Route transactions based on submitted field criteria
Execute different actions depending on subscriber tags, purchase amounts, or specific request inputs. Send high-value leads through specialized accounting and messaging pipelines.
📝
Keep financial records updated as details change
Automatically update existing Xero contacts and sales invoices whenever subscriber information or chat statuses change in Manychat. Maintain clean and accurate records across systems.
👥
Prevent duplicate contacts and billing entries
Search for existing records before creating new contacts or invoices in Xero, ensuring your database remains clean and free of duplicate customer entries.
💳
Handle later status changes like payments and bills
Trigger automated follow-up messages or update subscriber tags in Manychat whenever Xero invoices are paid, bills are created, or payments are processed.
🌐
Extend your workflow to other essential business apps
Connect your Manychat and Xero core flow with tools like Google Sheets or Slack to build powerful multi-step automations that span your entire business stack.
And much more...

Who is Manychat + Xero integration for?

Business operators, marketers, and finance professionals connecting chat workflows to accounting systems eliminate manual data entry and keep records perfectly aligned.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Client account managers
Client account managers
High volume sales teams
High volume sales teams
Operations coordinators
Operations coordinators
Finance managers
Finance managers
📈
Performance marketers
You're running marketing campaigns that generate chat leads but your financial ledgers only update when someone manually exports records, so the revenue metrics you're optimising against are always outdated — automating both apps means every interaction creates immediate financial entries and your data stays current.
Customer support leads
You need to act fast on customer billing requests, but your team finds out too late because chat data sits separate from accounting tools — this integration means every request triggers instant contact updates and team notifications so service is never delayed.
🤝
Client account managers
You answer to clients who want to see financial progress and invoice statuses, but compiling records by hand takes hours every week — integrating these apps means invoice and payment data flows automatically into client profiles without manual report building.
📊
High volume sales teams
The volume of chat interactions is too high for anyone to keep up by hand, leading to missed contacts and unbilled leads — automating both apps means every request becomes a structured contact and invoice record instantly.
⚙️
Operations coordinators
You own the handoff between customer chat engagement and accounting fulfillment, depending on upstream team members to pass data along — connecting these apps means information transfers between Manychat and Xero the moment an event occurs.
📁
Finance managers
You need a reliable transaction history, but manual data entry keeps leaving gaps between marketing chats and billing records — with this integration, every subscriber interaction and invoice links correctly in your accounting books.
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 Manychat + Xero

Build and manage your Manychat + 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 Manychat + 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?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Manychat to Xero?
Frequently Asked Questions
You can connect Manychat to Xero in 1 click using ready workflows on Integrately, or use Integrately AI to build your custom automation. Connect your accounts and start syncing contacts and invoices instantly.
Can I automatically create Xero sales invoices from Manychat requests?
Frequently Asked Questions
Can I connect Manychat, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Manychat and Xero?
Frequently Asked Questions
How does Manychat handle subscriber data during integration?
Frequently Asked Questions
Can I update Xero contacts and invoices automatically?
Frequently Asked Questions
Do I need coding skills to automate Manychat and Xero?
Frequently Asked Questions
Is the Manychat and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Manychat or Xero With 1500+ Other Apps

Manychat
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Xero
Popular Xero Integrations
Sync Xero with accounting, project management, and reporting tools to keep financial data working across your stack.
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