Xero + Salesflare Integrations
Put Xero + Salesflare to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Xero and Salesflare
See the kind of workflows teams build with Xero and Salesflare below — describe the exact one you want above and the Agent builds it on demand.
Xero + Salesflare
When a new task is created in Salesflare, sync the task details to Xero.
Turn closed deals into client invoices
When a deal is marked won in Salesflare, 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 Salesflare to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Salesflare, 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 Xero and Salesflare?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Xero and Salesflare
Everything Xero and Salesflare can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
Salesflare Explore Salesflare →
Salesflare is an automated customer relationship management software designed for small and medium-sized B2B businesses.
TriggersTriggers when a new account has been added.
Triggers when a new contact is added.
Triggers when a new opportunity has arrived.
Triggers when a new task is added.
Triggers when an event happens to your workflow.
Triggers when an event happens to your workflow step.
Add a contact to an account.
Add a user to an account.
Creates a new account.
Creates a new call.
Creates a new contact.
Creates a new meeting.
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Aero Workflow
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Alegra
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Aliaddo
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Anchor
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Other CRM apps on Knit
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10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
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AccuLynx
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Act!
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Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
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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 Xero + Salesflare
Is there a pre-built Xero + Salesflare automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Xero and Salesflare's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Xero or Salesflare connector?
No. The Agent works whether or not Xero or Salesflare 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 Salesflare streamline the sales-to-finance handoff?
Closing a deal in Salesflare can instantly create an invoice in Xero, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Xero update deal stages in Salesflare?
Yes, when a customer settles an invoice in Xero, the corresponding deal stage in Salesflare can automatically update to reflect a completed transaction.