How to Integrate Slack with Xero

Quick summary

This tutorial shows how to integrate Slack with Xero using Zapier, so accounting events in Xero automatically trigger Slack notifications without manual effort. By connecting these two tools through a Zap, finance and operations teams can stay informed in real time directly inside Slack.

Steps

1. Click Trigger, search and select Xero as the trigger app.
2. Choose a trigger event based on your requirements.
3. Select Allow to grant Xero access to your Zapier account.
4. Select the organization and click Continue.
5. Click Test trigger to pull sample data from Xero and verify the setup.
6. Search and select Slack as the action app.
7. Select the event for your action app.
8. Log in and authorize Zapier to access your Slack account.
9. Map the data from Xero to Slack and click Continue.
10. Click Test step to confirm the Slack action works correctly.
11. Rename your Zap by clicking the Untitled Zap button.
12. Once everything is confirmed, click Publish to turn on your Zap and enable the integration.