Membrain Xero

Membrain + Xero Integrations

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

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

Membrain + Xero When an account growth project is created in Membrain, create a corresponding invoice or customer account in Xero.
Turn closed deals into client invoices When a deal is marked won in Membrain, automatically create an invoice in Xero so billing can start without delay. See details
Update deal status when payments arrive When a payment is received in Xero, automatically update the deal stage in Membrain to keep sales reps informed of account standing. See details
Sync client records between systems When contact details are updated in Membrain, automatically sync the customer record in Xero to maintain clean billing profiles. See details

Browse the full workflow library →

Looking to achieve something else with Membrain 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 Membrain and Xero

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

Membrain Explore Membrain →

Membrain is a B2B sales execution platform and CRM that guides sales teams through complex sales processes and strategy implementation.

Triggers
Account Growth Project Archived

Triggers when an Account Growth Project is archived

Account Growth Project Created

Triggers when a new Account Growth Project is created

Account Growth Project Moved to Stage

Triggers when an Account Growth Projects is moved to a specific Stage

Account Growth Project Won

Triggers when an Account Growth Project is won

Activity Created

Triggers when a new Activity is created in Membrain. An Activity can be any of an Email, Call, Note, Appointment or Task

Company Created

Triggers when a new Company is created

Actions
Create Account Growth Project

Creates a new Account Growth Project

Create Completed Task

Creates a new Completed Task shown in the Activity Stream

Create Appointment

Creates an Appointment in Membrain

Create Call

Create a Call in Membrain

Create Company

Creates a new Company

Create Contact

Creates a new Contact

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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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.
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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.
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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.
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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 Membrain + Xero

Is there a pre-built Membrain + Xero automation?

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

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

No. The Agent works whether or not Membrain 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 Membrain streamline the sales-to-finance handoff?

Closing a deal in Membrain can instantly create an invoice in Xero, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Xero update deal stages in Membrain?

Yes, when a customer settles an invoice in Xero, the corresponding deal stage in Membrain can automatically update to reflect a completed transaction.

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