Memberstack + Xero Integration

Integrate Memberstack to Xero in one click, or tell Integrately AI how you want each member handled. Create Xero contacts, generate sales invoices, record payments, and track your business revenue automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Memberstack
    Member is created in Memberstack Instant
  • Memberstack
    Member is updated in Memberstack Instant
  • Memberstack
    Member is deleted in Memberstack Instant
  • Memberstack
    Member's plan added in Memberstack Instant
  • Memberstack
    Member's plan canceled in Memberstack 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.
  • Memberstack
    Search members in Memberstack
  • Memberstack
    Create member in Memberstack
  • Memberstack
    Update member in Memberstack
  • Memberstack
    Delete member in Memberstack
  • Memberstack
    Add free plan to member in Memberstack
  • Memberstack
    Remove free plan from member in Memberstack
  • Xero
    Create project in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create task in Xero
  • Xero
    Search item by name in Xero
  • Xero
    Add attachment to invoice 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 Memberstack + Xero Integration

Create contacts, record sales invoices, update billing records, track payments, and sync customer details, all in just one click.

Most popular automationsmost-popular-automations
Xero + Memberstack Integration

Create Memberstack member for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Memberstack 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 member will automatically be created in Memberstack.

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

Create Xero task for new Memberstack member

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

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!
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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 Memberstack + Xero flow

Streamline billing, notify teams, and update databases the moment member data changes across your stack. Pick a combination and activate it in one click.

Memberstack
Xero
+
StripeStripe (3)
+
WebflowWebflow (3)
+
SlackSlack (3)
+
AirtableAirtable (3)
+
HubSpotHubSpot (3)
+
Google SheetsGoogle Sheets (3)
M
X
S
Create a Xero contact when a new member is created in Memberstack, and record the customer in Stripe
New Memberstack members instantly establish a record in Xero and Stripe, eliminating manual customer entry.
M
X
S
When a member's plan is added in Memberstack, create a sales invoice in Xero and record the charge in Stripe
Plan activations in Memberstack automatically trigger Xero invoices and Stripe charges.
M
X
S
When a member is deleted in Memberstack, update the contact in Xero and cancel the subscription in Stripe
Account cancellations in Memberstack immediately update Xero contacts and cancel Stripe subscriptions.

Supported triggers and actions for Memberstack and Xero

Mix and match to build the exact automation you need

Memberstack
Memberstack Triggers & Actions
Instant
Member is created in Memberstack
Triggers the automation when a new member is added
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Instant
Member is updated in Memberstack
Triggers the automation when a member's profile is updated
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Instant
Member is deleted in Memberstack
Triggers the automation when any member is removed from the system
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Instant
Member's plan added in Memberstack
Triggers the automation when a new membership is granted
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Instant
Member's plan canceled in Memberstack
Triggers the automation when a membership plan has been terminated
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Search members in Memberstack
Searches for members
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Create member in Memberstack
Adds a new member to the system
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Update member in Memberstack
Updates a member's information
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Delete member in Memberstack
Removes a member from the system
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Add free plan to member in Memberstack
Upgrade member to free plan
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Remove free plan from member in Memberstack
Removes a free plan from a member
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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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Create project in Xero
Creates a new project
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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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Add attachment to contact in Xero
Attach files or documents to contact profiles
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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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Create task in Xero
Creates a new task
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Search item by name in Xero
Locates and retrieves particular item information
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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 Memberstack + Xero?

Connect membership events to accounting operations to eliminate manual data entry across your business.

What you can automate?
๐Ÿ”„
Sync new signups to your accounting books
Automatically create a Xero contact the moment a new user registers in Memberstack. Your customer database stays updated without manual exports or data entry.
๐Ÿงพ
Generate invoices on plan additions
Create sales invoices in Xero immediately when a member adds a paid plan in Memberstack. Ensure billing matches customer signups without delay.
๐Ÿ””
Alert your finance team instantly
Send instant notifications to your finance channel when membership plans change or new invoices are generated. Keep stakeholders informed of revenue updates.
๐Ÿ”€
Route records based on plan tiers
Perform different accounting actions depending on the specific membership plan selected by the user. Handle VIP and standard tiers with tailored workflows.
๐Ÿ“
Keep customer details synchronized
Update Xero contacts automatically whenever member profiles are modified in Memberstack. Maintain consistent contact information across systems.
๐Ÿ—‘๏ธ
Handle cancellations and deletions
Update accounting records and mark contacts inactive when members cancel their plans or delete accounts. Prevent outdated data from lingering in your books.
๐Ÿ’ณ
Track payments and receipts
Create payment records and log financial receipts in Xero corresponding to your membership billing activity. Keep your ledger accurate and complete.
๐Ÿ“Š
Extend your workflow to external databases
Send membership and financial records to spreadsheet apps or project trackers as a secondary step. Build custom reporting pipelines effortlessly.
And much more...

Who is Memberstack + Xero integration for?

Finance teams, founders, and membership managers eliminate manual accounting data entry, keeping customer records and revenue books perfectly synchronized.

Financial analysts
Financial analysts
Customer success managers
Customer success managers
Operations directors
Operations directors
Startup founders
Startup founders
Billing specialists
Billing specialists
Accountants
Accountants
๐Ÿ“ˆ
Financial analysts
You're pulling membership reports and revenue figures by hand from Memberstack into Xero, so the numbers you're reviewing are always a few days outdated โ€” this integration means every new member creates an accounting contact instantly and your financial books stay current.
โšก
Customer success managers
You need to verify billing status when members ask account questions, but your accounting system and membership platform live in separate silos โ€” automating both apps means billing details appear right where you need them and customer inquiries resolve instantly.
๐Ÿ“‹
Operations directors
You report on active subscriptions and monthly revenue to stakeholders, but manual data transfers introduce frequent errors and missing records โ€” with this integration, subscription changes update your books automatically and your reports remain completely accurate.
๐Ÿš€
Startup founders
You're scaling your membership site quickly and spending precious hours copying new user signups into your accounting software every evening โ€” connecting these apps means member signups generate accounting records instantly and you can focus on product growth.
๐Ÿ’ผ
Billing specialists
You own the invoicing process and depend on customer onboarding teams to notify you whenever someone upgrades their plan โ€” automating both apps means invoice generation happens the moment a plan is added and manual handoffs disappear.
๐Ÿ”
Accountants
You need a reliable transaction history for tax season, but manual record-keeping always leaves gaps between what happened on the website and what is in the books โ€” this integration means every subscriber maps to an accounting contact and your audit trail is airtight.
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 Memberstack + Xero

Build and manage your Memberstack + 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 Memberstack + 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
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 Memberstack to Xero?
Frequently Asked Questions
You can connect Memberstack to Xero in 1 click using ready workflows on Integrately, or ask Integrately AI to build your integration. It syncs data across Stripe, Slack, and 1,500+ other apps effortlessly.
Can I automatically create Xero contacts when a new member registers in Memberstack?
Frequently Asked Questions
Can I connect Memberstack, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Memberstack and Xero?
Frequently Asked Questions
How does Memberstack handle new member events in this integration?
Frequently Asked Questions
How does Xero process contact updates from Memberstack?
Frequently Asked Questions
Do I need coding skills to automate Memberstack and Xero?
Frequently Asked Questions
Is the Memberstack and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Memberstack or Xero With 1500+ Other Apps

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Sync Xero with payment, invoicing, and reporting tools to keep financial data working across your stack.
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