Phone.com + Xero Integration

Connect Phone.com to Xero in 1 click

Integrate Phone.com + Xero For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Phone.com + Xero Workflows

Create Phone.com contact for new Xero contact

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

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

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Create Phone.com contact for new Xero sales invoice

Xero + Phone.com Integration

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Create Your Own Phone.com & Xero Integration Without Any Code

Create Custom Workflow

Call is created in Phone.com Instant
SMS is sent in Phone.com Instant
Call is completed in Phone.com Instant
SMS is recived in Phone.com Instant
Call recording is created in Phone.com Instant
Call log record is created in Phone.com Instant
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
Journal is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Update contact in Phone.com
Create Contact in Phone.com
Send SMS in Phone.com
Search contact in Phone.com
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
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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Integrate Phone.com & Xero In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Phone.com or Xero With 1200+ Other Apps

Streamline your business communications with Phone.com! It helps you make crystal-clear calls, host video conferences, choose local or toll-free numbers, keep your existing one, and ditch expensive traditional phone systems in a single interface.

See Phone.com Integrations

Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.

See Xero Integrations