Samepage Xero

Samepage + Xero Integrations

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

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

Samepage + Xero When tasks or milestone events occur in Samepage, sync accounting-related entries to Xero.
Alert accounting channels when payments arrive When a payment is received in Xero, automatically send a message to a designated channel in Samepage so the finance team can celebrate and update accounts right away. See details
Post overdue invoice warnings to account owners When an invoice becomes overdue in Xero, send a direct message in Samepage to the assigned account owner so they can follow up with the client immediately. See details
Record receipts as expenses from chat attachments When a new file is shared in an expenses channel in Samepage, automatically create an expense entry in Xero to streamline receipt tracking. See details

Browse the full workflow library →

Looking to achieve something else with Samepage 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 Samepage and Xero

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

Samepage Explore Samepage →

Samepage is a collaborative workspace platform combining team chat, video conferencing, document sharing, and task management.

Actions
Create Discussion

Creates a new Discussion in a specific Folder.

Create Event

Creates a new event to a specific Calendar, Page, Sheet or Mindmap agenda.

Create Folder

Creates a new folder in your organization.

Create Page

Creates a new page in a specific folder.

Create Task

Creates a new task to a specific task board, page, sheet or calendar agenda.

[Old Samepage] Post Page Chat Message

Posts a new chat message to a specific page in a team.

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

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.
H
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.
J
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

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Samepage + Xero

Is there a pre-built Samepage + Xero automation?

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

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

No. The Agent works whether or not Samepage 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 connecting Xero and Samepage improve team productivity?

It delivers key financial updates—like received payments or overdue invoices—directly into Samepage channels, so team members can respond quickly without continually logging into Xero.

Can team members initiate accounting steps directly from a message in Samepage?

Yes, you can set up workflows so specific chat interactions or file shares in Samepage automatically record expenses or create invoices in Xero.

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