SMTP + Xero Integration

Integrate SMTP to Xero in one click, or tell Integrately AI how you want each invoice handled. Track invoices, notify clients, send emails via SMTP, and log payments automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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 SMTP + Xero Integration

Send billing notifications, email clients upon invoice creation, keep contacts updated, and trigger follow-up alerts, all in just one click.

Most popular automationsmost-popular-automations
Xero + SMTP Integration

Send SMTP email for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a email through SMTP 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 - SMTP 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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  • 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 SMTP + Xero flow

Automatically sync invoice updates to your CRM, notify your finance team in chat, and keep your accounting sheets updated. Pick a combination and activate it in one click.

SMTP
Xero
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StripeStripe (3)
+
HubSpotHubSpot (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
X
S
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When a sales invoice is created in Xero, create a customer in Stripe and send a confirmation email via SMTP.
New Xero sales invoices instantly create Stripe customers and trigger confirmation emails through SMTP without manual work.
X
S
S
When a payment is created in Xero, create a charge in Stripe and send a receipt email via SMTP.
Recorded Xero payments instantly generate Stripe charges and dispatch payment receipt emails via SMTP.
X
S
S
When a quote is created in Xero, create an invoice in Stripe and send a proposal email via SMTP.
Xero quotes automatically trigger Stripe invoices and send proposal emails through SMTP.

Supported triggers and actions for SMTP and Xero

Mix and match to build the exact automation you need

SMTP
SMTP Triggers & Actions
No trigger is available
Send email in SMTP
Sends an email to a recipient
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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
Try it →

What can you automate with SMTP + Xero?

Streamline your financial communications and accounting updates with powerful, automated workflows.

What you can automate?
✉️
Send emails on new Xero invoices
Automatically trigger an email in SMTP whenever a sales invoice is created or updated in Xero. Eliminate manual email dispatching and keep clients informed instantly.
📋
Capture every invoice and contact field
Map all available Xero invoice, payment, and contact details directly into your SMTP email templates. Ensure your communications contain precise billing data.
🔔
Notify stakeholders instantly
Alert your team and clients the moment a payment, bill, or quote is created in Xero. Keep everyone aligned on financial milestones.
🔀
Route emails based on invoice data
Send different email notifications or templates depending on invoice amounts, contact types, or specific custom fields submitted in Xero.
🔄
Keep records updated as status changes
Automatically dispatch follow-up emails when Xero invoices, quotes, or payments are updated over time.
👥
Prevent duplicate contacts
Search existing records before creating new entries in your connected tools, ensuring clean data management across your stack.
💳
Manage payment and refund workflows
Handle payment confirmations, receipt generation, and status updates automatically whenever financial events occur in Xero.
🔌
Extend your workflow to Slack
Start with Xero and SMTP, then push notifications to Slack channels to keep your entire organization in the loop.
And much more...

Who is SMTP + Xero integration for?

Accounting teams, finance managers, and business owners automate client billing communications and keep financial records perfectly synchronized.

Finance managers
Finance managers
Billing specialists
Billing specialists
Client account leads
Client account leads
Operations coordinators
Operations coordinators
Sales representatives
Sales representatives
Auditors and controllers
Auditors and controllers
📈
Finance managers
You're reviewing revenue reports and updating ledgers manually when invoices get created, but the figures are always delayed because exports take hours — this integration means every new Xero invoice triggers immediate email notifications via SMTP and your records stay current.
Billing specialists
You need to dispatch payment reminders and invoice notices the moment bills are issued, but manual emailing slows down cash flow — automating both apps means every Xero invoice status change instantly sends the right email through SMTP.
🤝
Client account leads
You answer to external stakeholders who request immediate confirmation whenever quotes or invoices are generated, but manual tracking leaves gaps — connecting these apps means automated email updates go out instantly.
📊
Operations coordinators
The volume of new customer contacts and invoices is too high for anyone to keep up by hand, leading to missed follow-ups — automating both apps means every contact and invoice event triggers emails effortlessly.
💼
Sales representatives
You depend on accounting to notify you when quotes and invoices are finalized so you can follow up with clients — this integration means every Xero update instantly sends the necessary email notifications without delay.
📁
Auditors and controllers
You need a reliable history of all billing communications and financial transactions, but manual logging creates missing entries — connecting these apps means every transaction triggers verified email logs.
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 SMTP + Xero

Build and manage your SMTP + 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 SMTP + 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 SMTP to Xero?
Frequently Asked Questions
You can connect SMTP to Xero in one click using ready-made templates on Integrately. Link your accounts, select your triggers like invoice creation, and let Integrately AI configure your custom automation workflow.
Can I automatically send emails when a new Xero invoice is created?
Frequently Asked Questions
Can I connect SMTP, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for SMTP and Xero?
Frequently Asked Questions
How does SMTP handle email delivery in Xero automations?
Frequently Asked Questions
Can I trigger emails based on Xero contact creation?
Frequently Asked Questions
Do I need coding skills to automate SMTP and Xero?
Frequently Asked Questions
Is the SMTP and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect SMTP or Xero With 1500+ Other Apps

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Xero
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Sync Xero with invoicing, payment processing, and reporting tools to manage business finances.
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