Twilio + Xero Integration

Integrate Twilio to Xero in one click, or tell Integrately AI how you want each invoice handled. Generate invoices, log payments, update contacts, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Twilio
    Message is received in Twilio Instant
  • Twilio
    SMS is received/sent in Twilio
  • Twilio
    Recording is available in Twilio
  • Twilio
    Call status is changed in Twilio
  • Twilio
    Call is finished in Twilio
  • Twilio
    Phone number is added in Twilio
  • Twilio
    Transcription is available in Twilio
  • 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 Twilio + Xero Integration

Generate invoices from text messages, track payments, update contacts, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Xero + Twilio Integration

Send Twilio sms for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a sms through Twilio 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 - Twilio 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 Twilio + Xero flow

Send invoice reminders, log transaction records, and notify your finance team as soon as accounting data updates. Pick a combination and activate it in one click.

Twilio
Xero
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
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AsanaAsana (3)
T
S
X
Create a Stripe charge whenever a Twilio SMS is received, and generate a Xero sales invoice.
Incoming text messages trigger a Stripe charge and create a corresponding Xero sales invoice instantly, eliminating manual billing steps.
X
S
T
When a Xero contact is updated, create a Stripe customer and send an SMS via Twilio.
Keep Stripe customer profiles and Twilio notifications synchronized automatically whenever contact details change in Xero.
X
S
T
Generate a Xero bill from a Stripe event and send a notification SMS through Twilio.
Log Stripe transactions into Xero as bills and alert your team via Twilio text message immediately.

Supported triggers and actions for Twilio and Xero

Mix and match to build the exact automation you need

Twilio
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
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SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
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Recording is available in Twilio
Triggers the automation when a recording is available
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Call status is changed in Twilio
Triggers the automation when call details are modified
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Call is finished in Twilio
Triggers the automation when a call is finished
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Phone number is added in Twilio
Triggers the automation when a phone number is added
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Transcription is available in Twilio
Triggers the automation when a transcription is available
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Get message media by id in Twilio
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Get message medias in Twilio
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Send WhatsApp template message in Twilio
Sends a message using a predefined template on WhatsApp
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Send SMS in Twilio
Sends a text message to particular recipients
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Send WhatsApp message in Twilio
Sends a message via whatsapp
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Call phone in Twilio
Initiates a phone call to a phone number
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Get call details by id in Twilio
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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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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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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 Twilio + Xero?

Streamline your communication and accounting operations by syncing client interactions, generating invoices, and tracking financial milestones.

What you can automate?
🔄
Generate Xero invoices from incoming Twilio texts
Automatically create sales invoices in Xero the moment a customer sends a request or order via Twilio SMS. Eliminate manual data entry and speed up your billing cycle.
📋
Capture every submitted field and record
Map all incoming message parameters and contact details directly into your accounting books instead of basic summaries. Ensure every detail is stored accurately.
🔔
Alert the right team member immediately
Dispatch instant text notifications or channel messages when invoices are paid or billing updates occur. Keep stakeholders informed without manual status checks.
🔀
Route workflows based on transaction values
Execute different actions depending on invoice totals or customer tiers submitted in your records. Customize your follow-up sequence automatically.
🔄
Keep accounting records up to date as data changes
Synchronize modifications to contact information or invoice statuses across platforms instantly. Prevent outdated records from causing billing errors.
🚫
Prevent duplicate contacts and records
Search existing databases before creating new entries to keep your Xero accounts clean. Eliminate redundant customer profiles with automated checks.
💳
Handle payment updates and status changes
Automate follow-ups and update accounting records when payments clear or invoices become overdue. Manage your financial lifecycle smoothly.
🔗
Extend your workflow to Slack or Google Sheets
Connect your core Twilio and Xero pipeline with Slack or Google Sheets for extended reporting and team notifications. Build a comprehensive automation stack.
And much more...

Who is Twilio + Xero integration for?

Financial officers, support leads, and operations managers who rely on accurate accounting and instant communication find that manual data transfer slows down their teams.

Financial analysts
Financial analysts
Customer support leads
Customer support leads
Project managers
Project managers
Operations coordinators
Operations coordinators
Billing specialists
Billing specialists
Business owners
Business owners
📈
Financial analysts
You compile transaction logs and communication records for executive reports, but manual data exports leave your dashboards hours behind real-time cash flow — with this integration, every payment and message syncs instantly and your figures stay current.
Customer support leads
You manage client inquiries and billing questions across communication channels, but delayed notifications cause slow response times and frustrated customers — automating both apps means every text alert triggers immediate action and your service level stays high.
📋
Project managers
You report on client onboarding status and financial milestones to stakeholders, but fragmented data sources make tracking progress tedious and error-prone — this integration means all invoice and communication data aligns automatically in one place.
⚙️
Operations coordinators
You process high volumes of client messages and billing records every day, but manual entry limits your throughput and causes costly mistakes — with this integration, high-frequency workflows run without human intervention.
🤝
Billing specialists
You depend on sales teams to pass along customer details before you can generate invoices, but communication bottlenecks delay your billing cycle — connecting these apps means invoice creation triggers instantly from incoming messages.
🗂️
Business owners
You need a complete and reliable history of customer interactions and financial records, but manual record-keeping leaves audit gaps and missing receipts — automating both apps means your records remain pristine and complete.
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 Twilio + Xero

Build and manage your Twilio + 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 Twilio + 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 Twilio to Xero?
Frequently Asked Questions
You can connect Twilio to Xero in 1-click using ready-made workflows on Integrately. Choose a pre-built template or ask Integrately AI to set up your custom integration alongside tools like Slack, Google Sheets, and HubSpot.
Can I automatically generate Xero invoices from Twilio text messages?
Frequently Asked Questions
Can I connect Twilio, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Twilio and Xero?
Frequently Asked Questions
How does Twilio data sync with Xero records?
Frequently Asked Questions
Can I update Xero contacts when Twilio events occur?
Frequently Asked Questions
Do I need coding skills to automate Twilio and Xero?
Frequently Asked Questions
Is the Twilio and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Twilio or Xero With 1500+ Other Apps

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Xero
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