Launch onboarding campaigns upon payment receipt

When a payment is received in Xero, update the contact in Vextras to move them into a welcome and onboarding workflow.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Vextras Explore Vextras →

Triggers

New lead captured

Fires when a new lead or contact is captured in Vextras.

Contact enters a workflow

Fires when a contact enters an automation in Vextras.

Contact updated

Fires when a field on a contact changes in Vextras.

Contact unsubscribed

Fires when a contact unsubscribes in Vextras.

Actions

Create or update a contact

Creates or updates a contact in Vextras.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Vextras.

Send a message

Sends an email or message to a contact via Vextras.

Apply or remove a tag

Changes a contact's tags in Vextras.

Xero Explore Xero →

Triggers

New invoice created

Fires when a new invoice is created in Xero.

Payment received

Fires when a payment is recorded in Xero.

Invoice overdue

Fires when an invoice in Xero passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Xero.

Actions

Create invoice

Creates a new invoice in Xero.

Record payment

Records a payment against an invoice in Xero.

Create expense

Creates a new expense entry in Xero.

Sync customer record

Syncs a customer's billing record in Xero.

Sync new marketing leads into accounting records When a new lead is captured in Vextras, sync their contact record in Xero so finance has immediate visibility into upcoming client profiles. See details

Enroll late-paying clients in automated reminder tracks When an invoice becomes overdue in Xero, tag the contact in Vextras to automatically send payment reminder messages. See details

See all Vextras + Xero integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Launch onboarding campaigns upon payment receipt” between Vextras and Xero?

Yes — describe it in the box above and Knit's Integrations Agent researches Vextras and Xero's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can customer billing statuses in Xero control marketing campaigns in Vextras?

Yes, financial milestones like cleared payments or overdue balances in Xero can apply tags or enroll contacts into marketing campaigns in Vextras.

Does capturing new leads in Vextras create records in Xero?

Yes, when new prospective clients submit forms in Vextras, their details can sync to Xero to establish unified billing records.