WooCommerce
Xero
automateio

An automated workflow using automateio

Connects WooCommerce + Xero

Create invoices in Xero on new WooCommerce orders

About this workflow template

This automation scenario allows you to connect WooCommerce and Xero

It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

WooCommerce and Xero can also be integrated using automation tools other than automateio:

Diagram

Create invoices in Xero on new WooCommerce orders
Workflow diagram: WooCommerce + Xero integration

How it works?

When this trigger fires in WooCommerce

WooCommerce

New Order in WooCommerce

Triggers when there is a new Order. This will trigger for orders with any Order Status, such as, Completed, Cancelled, Failed, Refunded, etc.

Then these actions happen in Xero

Xero

Search Contact in Xero

Search A Contact Based On Contact ID Or Email Address

Xero

Add a Sales Invoice in Xero

Create a new Sales Invoice

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create invoices in Xero on new WooCommerce orders.

Part I

Configure Applications

First, we need to connect WooCommerce and Xero to Automateio.

  • Create Automateio account.

    Create Automateio account.

    Create Automateio account if you don't have one.

  • Connect WooCommerce to Automateio.

    Connect WooCommerce to Automateio.

    Give Automateio access to your WooCommerce account, using WooCommerce credentials.

  • Connect Xero to Automateio.

    Connect Xero to Automateio.

    Give Automateio access to your Xero account, using Xero credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.

  • Set up a Trigger action for WooCommerce

    Set up a Trigger action for WooCommerce

    Choose the following trigger: New Order (Triggers when there is a new Order. This will trigger for orders with any Order Status, such as, Completed, Cancelled, Failed, Refunded, etc.).

  • Then set up an Action for Xero

    Then set up an Action for Xero

    Choose this action: Search Contact (Search A Contact Based On Contact ID Or Email Address).

  • Then set up another Action for Xero

    Then set up another Action for Xero

    Choose this action: Add a Sales Invoice (Create a new Sales Invoice).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between WooCommerce and Xero.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create invoices in Xero on new WooCommerce orders!

Supported triggers and actions

  • WooCommerce

    Order

    Triggers when any Order is created, updated, deleted, etc.

    zapier
    triggerbyzapier
  • WooCommerce

    Customer

    Triggers when any Customer is created, updated, deleted, etc.

    zapier
    triggerbyzapier
  • WooCommerce

    Watch orders

    Triggers when a new order is created.

    integromat
    triggerbyintegromat
  • WooCommerce

    Subscription

    Triggers when any Subscription is created, updated, deleted, etc. Woo Subscriptions must be installed and enabled.

    zapier
    triggerbyzapier
  • WooCommerce

    Product

    Triggers when any Product or Variation is created, updated, deleted, etc.

    zapier
    triggerbyzapier
  • WooCommerce

    Watch customers

    Triggers when a new customer is created.

    integromat
    triggerbyintegromat
  • Xero

    Create sales invoice

    Creates a new sales invoice (Accounts Receivable).

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create/update contact

    Creates a new contact or updates a contact if a contact already exists.

    zapier
    actionbyzapier
  • Xero

    Create bill

    Creates a new bill (Accounts Payable).

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create payment

    Applies a payment to an invoice.

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Send sales invoice by email

    Send Sales Invoice by Email

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create a contact

    Creates a new contact.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect

Apps you need

Xero

Xero

Accounting

Online accounting software for expenses tracking, invoices, and bookkeeping

Automateio

Automateio

Automation Platforms

Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows

Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.