DealMachine + Xero Integrations, Built by an AI Agent
Put DealMachine + Xero to work with AI and enterprise-grade automation
Learn more about DealMachine integrations or talk to a human
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Workflows you can build between DealMachine and Xero
See the kind of workflows teams build with DealMachine and Xero below — describe the exact one you want above and the Agent builds it on demand.
DealMachine + Xero
When a prospect status changes in DealMachine, create or update customer accounting records in Xero.
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Turn closed deals into client invoices
When a deal is marked won in DealMachine, automatically create an invoice in Xero so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in Xero, automatically update the deal stage in DealMachine to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in DealMachine, automatically sync the customer record in Xero to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with DealMachine and Xero?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for DealMachine and Xero
Everything DealMachine and Xero can do inside a workflow — the triggers that start one and the actions that run when it fires.
DealMachine Explore DealMachine →
DealMachine is a real estate lead generation and CRM software that allows investors to track properties, discover owner contacts, and automate direct mail.
TriggersFires when a property or person becomes a prospect in DealMachine, whether it was saved in the app, added from a list, or created through the API. Free.
Fires when someone writes a note on a prospect, from the app, the mobile app, or the API. Free.
Fires when a prospect moves between Active, Opportunity, and Archived. Narrow it to one destination status to react to new opportunities or archived leads. Free.
Fires when a tag is added to a prospect. Pick a tag to fire only for that one, for example to start a sequence when a lead receives the Probate tag. Free.
Attach a file from an earlier Zap step to a prospect. Supports files up to 25 MB and records the attachment in the prospect timeline. Free.
Write a note on a prospect. It shows in the prospect timeline in the app and the mobile app. Free.
Add a property or person to your prospects. Pass a DealMachine record ID, or a street address to match the property first (address matching uses 1 property credit). Adding an existing prospect returns it unchanged.
Tag a prospect. Choose an existing tag, or type a name and DealMachine creates the tag if it does not exist. Free.
File properties or people into a DealMachine list. By default they also become prospects, so they show in the Prospects workspace and fire New Prospect. Free.
Move a prospect to Active, Opportunity, or Archived. Archiving also ends its mail and closes open opportunities; list memberships are kept. Free.
Xero Explore Xero →
Xero is an online accounting platform that helps small businesses manage invoicing, bank reconciliation, purchasing, and expenses.
TriggersTriggers when a new bank transaction is created.
Triggers when you add a new bill. (Accounts Payable).
Triggers when you add a new contact.
Triggers when a new credit note is created.
Triggers when a new employee is created (Exclusively for Australian Instances).
Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).
Adds line items to an existing sales invoice.
Add a note which will appear in the invoice history.
Creates or updates one or more stock items.
Allocates a credit note to an invoice.
Creates a new Spend/Receive Money bank transaction.
Transfers money between two bank accounts.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about DealMachine + Xero
Is there a pre-built DealMachine + Xero automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches DealMachine and Xero's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built DealMachine or Xero connector?
No. The Agent works whether or not DealMachine or Xero already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking Xero and DealMachine streamline the sales-to-finance handoff?
Closing a deal in DealMachine can instantly create an invoice in Xero, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Xero update deal stages in DealMachine?
Yes, when a customer settles an invoice in Xero, the corresponding deal stage in DealMachine can automatically update to reflect a completed transaction.