Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.Xero Integrations
If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).
Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.
It's easy to connect Slack + Xero without coding knowledge. Start creating your own business flow.
Triggers upon creation of a new #channel.
Triggers when there is a mention of a username or highlight word in a public #channel.
Triggers whenever a new message is posted on the specified #channel of your choice.
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
Triggers when you star a message.
Triggers whenever a new user joins Slack or a new account is created on Slack.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
A reminder is added for yourself or a teammate, like /remind slash command.
Creates a new channel.
A new message is posted to your chosen #channel.
Send a direct message to a user or yourself through the Slackbot.
A new message is posted to your chosen private channel.
Sets the topic on a specific channel.
Updates your Slack status to the specified text & emoji.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Slack is a team messaging app that was created by Stewart Butterfield. It allows for group conversations and for people to share files, images, videos, etc. (https://slack.com/.
Xero is a global cloud accounting software used by many small businesses (https://www.xero.com/.
There are many ways to integrate Slack and Xero. A common way is to use the Zapier integration (https://zapier.com/zapbook/app/zapier-integration/slack-and-xero/. After signing up for an account, you can connect your Slack and Xero accounts. This allows for your messages to be automatically sent to the appropriate “channel” in Slack when a new invoice is received in Xero, and vice versa. For example, if an invoice comes in from a client, you could have Slack send the invoice number and description to a specific channel in Slack. This would allow your team members to easily see the status of invoices without needing to look at your computer screen or download an app on their phone. You can also have it set up so when you receive an invoice in Xero, it will create a reminder in Slack for one week from the date of the invoice (see example below. This is a great way to ensure all members of your team remember when invoices are due.
I believe that there are many benefits to integration of these two services. Some of these include:
Overall I believe that integration of Slack and Xero has many benefits and will be very beneficial to small businesses, specifically ones that have remote team members who often work from different locations.
The process to integrate Slack and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.