Microsoft Office 365 + Xero Integration

Q: Can I automatically create Xero invoices from Microsoft Office 365 emails?

Emails received in Microsoft Office 365 can automatically generate sales invoices in Xero. You can use ready automation templates or configure custom steps with Integrately AI.

Q: Can I connect Microsoft Office 365, Xero, and Slack?

All three apps work together seamlessly in multi-step automations. When an email arrives in Microsoft Office 365, it can create a Xero invoice and notify your team on Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Microsoft Office 365 and Xero?

Most alternatives charge high subscription fees for multi-step automations, whereas Integrately offers 20 million+ ready templates, 24/5 live chat support, and 3x to 10x lower cost.

Q: How are contacts updated between Microsoft Office 365 and Xero?

New contacts created in Microsoft Office 365 can automatically populate Xero contact records. You can start from a ready automation to keep your customer databases synchronized.

Q: Can I track Xero sales invoices from calendar events in Microsoft Office 365?

Ended calendar events in Microsoft Office 365 can trigger quote generation or bill creation in Xero automatically. Ready workflows handle this without manual intervention.

Q: Do I need coding skills to automate Microsoft Office 365 and Xero?

No coding skills are required to connect Microsoft Office 365 and Xero. You can use ready templates or ask Integrately AI to build your exact workflow.

Q: Is the Microsoft Office 365 and Xero integration free?

The Microsoft Office 365 and Xero integration includes a free forever plan available on Integrately. You can start building automations instantly at no extra cost.

Integrate Microsoft Office 365 to Xero in one click, or tell Integrately AI how you want each invoice handled. Capture contact details, generate sales invoices, update your accounting records, and alert your team automatically.

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Calendar event is about to start in Microsoft Office 365
Calendar event is ended in Microsoft Office 365
Email is received in Microsoft Office 365
Email is created in Microsoft Office 365
Calendar event is created in Microsoft Office 365
Calendar event is started in Microsoft Office 365
Calendar event is updated in Microsoft Office 365
Contact is created in Microsoft Office 365
Contact is updated in Microsoft Office 365
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Retrieve Event Attachment in Microsoft Office 365
Retrieve Message Attachment in Microsoft Office 365
Send email in Microsoft Office 365
Create draft email in Microsoft Office 365
Create event in Microsoft Office 365
Create contact in Microsoft Office 365
Update contact in Microsoft Office 365
Search contact in Microsoft Office 365
Add attachment to invoice in Xero
Create project in Xero
Create task in Xero
Add attachment to contact in Xero
Add attachment to purchase order in Xero
Create item code in Xero
Update invoice items in Xero
Get online invoice URL in Xero
Search item by name in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

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Ready Workflows for Microsoft Office 365 + Xero Integration

Create invoices from emails, sync contacts, update accounting records, alert your team, and track payments, all in just one click.

Send Microsoft Office 365 message for new Xero payment

Xero + Microsoft Office 365 Integration

Activate

Create Microsoft Office 365 event for new Xero contact

Xero + Microsoft Office 365 Integration

Activate

Create Microsoft Office 365 event for new Xero order

Xero + Microsoft Office 365 Integration

Activate

Create Xero task for new Microsoft Office 365 event

We all know the drill. You create {trigger.Event}} in your Microsoft Office 365, but then something comes up and you completely forget to create a corresponding task in your Xero. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Xero integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your Xero. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.

Activate

Create Xero sales invoice for new Microsoft Office 365 event

Microsoft Office 365 + Xero Integration

Activate

Create Microsoft Office 365 event from new Xero payment

Xero + Microsoft Office 365 Integration

Activate

Create Microsoft Office 365 contact for new Xero contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - Microsoft Office 365 integration, anytime a new Xero contact is created, an Microsoft Office 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

Send Microsoft Office 365 message for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a message through Microsoft Office 365 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 - Microsoft Office 365 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!

Activate

Send Microsoft Office 365 message for new Xero account

Xero + Microsoft Office 365 Integration

Activate

Create Xero task for new Microsoft Office 365 contact

In Microsoft Office 365, when you create a contact, it automatically creates a task in Xero for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Office 365 + Xero flow

Teams often need to notify colleagues, sync files, and update project boards once financial data lands. Pick a combination and activate it in one click.

Microsoft Outlook (3)

Stripe (3)

Slack (3)

Trello (3)

Google Drive (3)

DocuSign (3)

When an email is received in Microsoft Office 365, create a sales invoice in Xero and send a confirmation email in Microsoft Outlook.

Emails arriving in Microsoft Office 365 immediately generate a sales invoice in Xero and trigger a confirmation email in Microsoft Outlook, eliminating manual data entry.

When a contact is created in Microsoft Office 365, create a contact in Xero and send an intro message in Microsoft Outlook.

New Microsoft Office 365 contacts become Xero contacts instantly while Microsoft Outlook notifies your team.

When a calendar event is created in Microsoft Office 365, create a quote in Xero and email the client via Microsoft Outlook.

Booked meetings in Microsoft Office 365 trigger Xero quotes and Microsoft Outlook client emails.

When a sales invoice is created in Xero, record the customer in Stripe and send a notification email in Microsoft Office 365.

Xero invoices automatically register customers in Stripe and notify your team via Microsoft Office 365.

When a payment is created in Xero, update the charge in Stripe and send a receipt via Microsoft Office 365.

Xero payment records update Stripe charges and trigger Microsoft Office 365 email receipts.

When a contact is created in Microsoft Office 365, create a customer in Stripe and generate a draft invoice in Xero.

New Microsoft Office 365 contacts establish Stripe customer profiles and Xero draft invoices instantly.

When an email is received in Microsoft Office 365, create a sales invoice in Xero and notify your team on Slack.

Microsoft Office 365 emails generate Xero invoices and instant Slack notifications for your finance team.

When a sales invoice is created in Xero, log the details in Microsoft Office 365 and alert your sales channel in Slack.

New Xero invoices update Microsoft Office 365 contacts and trigger instant Slack channel alerts.

Use Claude to analyse whether new Microsoft Office 365 emails contain billing inquiries, create a Xero invoice, and post a Slack alert.

Claude evaluates Microsoft Office 365 emails, creates Xero invoices, and notifies your team in Slack.

When a contact is created in Microsoft Office 365, create a sales invoice in Xero and add a task card in Trello.

Microsoft Office 365 contacts create Xero invoices and actionable Trello project cards.

When a sales invoice is created in Xero, update Microsoft Office 365 and move the corresponding Trello card to review.

Xero invoices update Microsoft Office 365 records and advance Trello task boards.

When a calendar event is ended in Microsoft Office 365, create a bill in Xero and generate a checklist in Trello.

Completed Microsoft Office 365 calendar events generate Xero bills and Trello checklists.

When an email with an attachment is received in Microsoft Office 365, save the file to Google Drive and create a bill in Xero.

Microsoft Office 365 email attachments save to Google Drive while generating Xero bills.

When a sales invoice is created in Xero, back up the invoice PDF in Google Drive and update Microsoft Office 365.

Xero invoices save backup PDFs in Google Drive and update Microsoft Office 365 records.

When a quote is created in Xero, save the quote document in Google Drive and notify contacts in Microsoft Office 365.

Xero quotes archive in Google Drive and trigger Microsoft Office 365 client notifications.

When a contact is created in Microsoft Office 365, send a DocuSign agreement and create a draft invoice in Xero.

New Microsoft Office 365 contacts trigger DocuSign agreements and Xero draft invoices.

When a sales invoice is created in Xero, update Microsoft Office 365 and send a contract reminder via DocuSign.

Xero invoices update Microsoft Office 365 records while DocuSign manages pending contracts.

When a calendar event is ended in Microsoft Office 365, create a DocuSign envelope and generate a Xero quote.

Completed Microsoft Office 365 meetings trigger DocuSign agreements and Xero quotes.

Supported triggers and actions for Microsoft Office 365 and Xero

Mix and match to build the exact automation you need

Microsoft Office 365 Triggers & Actions

Calendar event is about to start in Microsoft Office 365

Triggers the automation when event is about to start

Microsoft Office 365 + Xero Integration

Integrate Microsoft Office 365 to Xero in one click, or tell Integrately AI how you want each invoice handled. Capture contact details, generate sales invoices, update your accounting records, and alert your team automatically.

Trusted by experts at...

Ready Workflows for Microsoft Office 365 + Xero Integration

Create invoices from emails, sync contacts, update accounting records, alert your team, and track payments, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Office 365 + Xero flow

Teams often need to notify colleagues, sync files, and update project boards once financial data lands. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Office 365 and Xero

Mix and match to build the exact automation you need

What can you automate with Microsoft Office 365 + Xero?

Streamline your accounting and communication workflows with ready-made automation capabilities.

Who is Microsoft Office 365 + Xero integration for?

Connecting Microsoft Office 365 and Xero eliminates manual data entry, aligns financial records, and keeps teams operating efficiently across communication and accounting platforms.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Microsoft Office 365 + Xero

Build and manage your Microsoft Office 365 + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

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