Twist + Xero Integration

Integrate Twist to Xero in one click, or tell Integrately AI how you want each thread handled. Create invoices, update contacts, notify your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Twist
    Message is posted in conversation in Twist Instant
  • Twist
    Comment is posted in thread in Twist Instant
  • Twist
    Thread is added to channel in Twist 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.
  • Twist
    Add message in Twist
  • Twist
    Get message by ID in Twist
  • Twist
    Add thread in Twist
  • Twist
    Get comment by ID in Twist
  • Twist
    Search thread in Twist
  • Twist
    Get thread by ID in Twist
  • Twist
    Add comment in Twist
  • Twist
    Get user by ID in Twist
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Search item by name 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 Twist + Xero Integration

Create invoices, track bills, update contacts, notify your team, and manage payments, all in just one click.

Most popular automationsmost-popular-automations
  • 1of1
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Connect more apps to your Twist + Xero flow

Streamline your accounting and team discussions by connecting powerful supporting apps. Pick a combination and activate it in one click.

Twist
Xero
+
SlackSlack (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
+
AsanaAsana (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
T
X
S
When a new thread is added in Twist, create a sales invoice in Xero and notify your team in Slack
Twist threads automatically generate Xero sales invoices and alert your team in Slack, eliminating manual data entry.
X
T
S
When a contact is created in Xero, add a thread in Twist and post an update in Slack
New Xero contacts instantly create Twist threads and notify your team in Slack for immediate visibility.
X
T
S
When a Xero payment is recorded, add a message in Twist and alert your finance channel in Slack
Payment updates in Xero trigger Twist messages and Slack alerts to keep cash flow transparent.
T
X
S
Use Claude to analyse Twist messages, create a Xero sales invoice, and notify your team in Slack
Claude extracts billing details from Twist discussions to generate Xero invoices and notify Slack.

Supported triggers and actions for Twist and Xero

Mix and match to build the exact automation you need

Twist
Twist Triggers & Actions
Instant
Message is posted in conversation in Twist
Triggers the automation when a new message is posted in a conversation
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Instant
Comment is posted in thread in Twist
Triggers the automation when a new comment is posted in an existing thread
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Instant
Thread is added to channel in Twist
Triggers the automation when a new thread is added to a channel
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Add message in Twist
Creates a new message in the particular channel
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Get message by ID in Twist
Retrieves a message using its id
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Add thread in Twist
Adds a new thread to the discussion forum
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Get comment by ID in Twist
Retrieves a comment using its id
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Search thread in Twist
Searches for a thread
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Get thread by ID in Twist
Retrieves a thread based on its id
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Add comment in Twist
Adds a comment to a conversation
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Get user by ID in Twist
Retrieves user information using their id
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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 invoice in Xero
Attach files to generated invoices for easy reference
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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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Search item by name in Xero
Locates and retrieves particular item information
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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 Twist + Xero?

Streamline your team discussions and accounting workflows with robust, automated synchronization.

What you can automate?
๐Ÿงพ
Generate Xero invoices from Twist threads
Automatically create a Xero sales invoice the moment a new thread is added in Twist, removing manual data entry entirely.
๐Ÿ“‹
Capture every submitted invoice field
Map all available Xero line items and contact fields into your Twist discussions instead of just basic names, ensuring complete context.
๐Ÿ””
Alert your team instantly on payment updates
Notify your finance channel the exact moment a payment or bill is created or updated in Xero.
๐Ÿ”€
Route workflows based on submitted fields
Trigger different actions in Xero depending on specific criteria submitted within Twist messages or conversation threads.
๐Ÿ”„
Keep accounting records continuously updated
Ensure contact updates, invoice modifications, and payment statuses remain perfectly synchronised across platforms.
๐Ÿ”
Search and update existing contacts cleanly
Prevent duplicate records by searching for existing Xero contacts and updating their details automatically.
๐Ÿ’ณ
Handle payment status and credit notes
Automatically trigger credit notes or payment entries in Xero when financial statuses change.
๐Ÿ”—
Extend your workflow to Slack
Connect your core Twist and Xero automation with Slack to notify team members and streamline follow-ups.
And much more...

Who is Twist + Xero integration for?

Connecting Twist and Xero eliminates manual record-keeping bottlenecks, helping growing teams keep financial ledgers and collaboration channels perfectly aligned.

Finance directors
Finance directors
Operations managers
Operations managers
Client account leads
Client account leads
Sales operations teams
Sales operations teams
Project coordinators
Project coordinators
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance directors
You report on sales invoices and revenue streams every week, but your accounting ledgers only update when someone manually exports data, so the figures you're reviewing are always hours behind โ€” with this integration, every transaction lands in Xero instantly and your financial reporting stays current.
โšก
Operations managers
You need to act fast when client accounts or payments change, but you find out about billing discrepancies too late because team discussions happen separately from your accounting tool โ€” integrating these apps means new payment records trigger instant alerts so your operations team can respond immediately.
๐Ÿค
Client account leads
You answer to external stakeholders who want to see project progress and billing status in real time, but manual tracking leaves gaps in your client history โ€” with this integration, every sales invoice and contact update synchronizes across your channels without manual re-keying.
๐Ÿ“Š
Sales operations teams
The volume of new customer threads and orders is too high for anyone to keep up by hand, leading to missed invoices and untracked client requests โ€” automating both apps means every Twist thread and Xero sales invoice flows effortlessly into your accounting pipeline.
โš™๏ธ
Project coordinators
You own the project delivery phase and depend on upstream sales teams to hand over client details before billing can begin, but communication delays stall your setup โ€” this integration means every approved contact and invoice triggers downstream project tasks automatically.
๐Ÿ—‚๏ธ
Bookkeepers
You need a reliable financial history and keep finding gaps where chat discussions fail to match ledger entries, causing reconciliation headaches at month-end โ€” connecting these apps means every transaction and thread is accurately recorded from day one.
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 Twist + Xero

Build and manage your Twist + 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 Twist + 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 Twist to Xero?
Frequently Asked Questions
You can connect Twist to Xero in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Twist, Xero, and apps like Slack, Google Sheets, and Asana.
Can I automatically create Xero invoices from Twist threads?
Frequently Asked Questions
Can I connect Twist, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Twist and Xero?
Frequently Asked Questions
How does Twist handle data synchronization with Xero?
Frequently Asked Questions
Can Xero triggers update Twist conversations?
Frequently Asked Questions
Do I need coding skills to automate Twist and Xero?
Frequently Asked Questions
Is the Twist and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Twist
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Xero
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Sync Xero with invoicing, payment gateway, and reporting tools to keep your financial stack fully integrated.
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