Gmelius Xero

Gmelius + Xero Integrations, Built by an AI Agent

Put Gmelius + Xero to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Gmelius and Xero below — describe the exact one you want above and the Agent builds it on demand.

Gmelius + Xero When a reply is added to a conversation in Gmelius, log client communication against customer files in Xero. See details
Assign follow-up tasks for overdue invoices When an invoice becomes overdue in Xero, automatically create a high-priority task in Gmelius for account managers to follow up. See details
Post team updates when client payments arrive When a payment is received in Xero, automatically share a celebratory post in Gmelius to keep team members informed. See details
Generate accounting invoices from completed tasks When a project task is assigned or completed in Gmelius, automatically create a draft invoice in Xero ready for client billing. See details

Browse the full workflow library →

Looking to achieve something else with Gmelius and Xero?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Gmelius and Xero

Everything Gmelius and Xero can do inside a workflow — the triggers that start one and the actions that run when it fires.

Gmelius Explore Gmelius →

Gmelius is a shared inbox and project management tool integrated into email to help teams collaborate on client communications.

Triggers
Updated Card

Triggers when a card is updated within a Kanban board in Gmail.

Updated Conversation

Triggers when email assignee, status, or tag is added or changed.

New Card

Triggers when a new card is created within a Kanban board in Gmail.

New Conversation

Triggers when a new conversation is received within a Gmelius workspace.

New Reply to Conversation

Triggers when a new email appears in a thread within a Gmelius workspace.

New Note

Triggers when a new note is added to an email or a task card.

Actions
Create Card

Creates a new task card within a Kanban board in Gmail.

Enroll in Sequence

Adds a contact in a sequence in Gmelius.

Create Conversation Draft

Adds a draft to a conversation.

Unenroll From Sequence

Removes a contact from a specific sequence in Gmelius.

Update Card

Updates a task card : add tag, change status, assign, change due date.

Update Conversation

Updates a conversation : add tag, add note, change status, assign.

Xero Explore Xero →

Xero is an online accounting platform that helps small businesses manage invoicing, bank reconciliation, purchasing, and expenses.

Triggers
New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when you add a new bill. (Accounts Payable).

New Contact

Triggers when you add a new contact.

New Credit Note

Triggers when a new credit note is created.

New Employee

Triggers when a new employee is created (Exclusively for Australian Instances).

New Report

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Actions
Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Add Note to Invoice

Add a note which will appear in the invoice history.

Add or Update Stock Items

Creates or updates one or more stock items.

Allocate Credit Note to Invoice

Allocates a credit note to an invoice.

Create Bank Transaction

Creates a new Spend/Receive Money bank transaction.

Create Bank Transfer

Transfers money between two bank accounts.

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Customer Stories

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Huynh H
Developer, Multiplier
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.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
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.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Gmelius + Xero

Is there a pre-built Gmelius + Xero automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Gmelius and Xero's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Gmelius or Xero connector?

No. The Agent works whether or not Gmelius 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.

Why connect financial software like Xero to project collaboration tools like Gmelius?

It alerts project managers about payment statuses and overdue accounts directly where they manage day-to-day operations, avoiding financial delays.

Can team tasks in Gmelius prompt financial updates in Xero?

Yes, completing or assigning specific tasks in Gmelius can automatically prompt the creation of invoices or expenses in Xero.

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