How to Integrate Slack with Xero



Guide

  1. Click ‘Trigger’, search and select 'Xero' as the trigger app.

  2. Choose a trigger event based on your requirements.

  3. Select 'Allow' to grant Xero access to your Zapier account.

  4. Select the organization and click 'Continue'.

  5. Click 'Test trigger' and Zapier will pull sample data from Xero to ensure everything is set up correctly.

  6. Search and select 'Slack' as the action app.

  7. Select the event for your action app.

  8. Log in and authorize Zapier to access your Zapier account.

  9. Map the data from Xero to Slack and click 'Continue'.

  10. Click 'Test step'.

  11. Rename your Zap by clicking the 'Untitled Zap' button.

  12. Once everything is set up correctly, turn on your Zap to enable the integration by clicking 'Publish'.

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