Automate Xero & Twilio

Stop paying for mismatched spreadsheets. Sync data between Xero and Twilio in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Xero"]
        T1(["Branding Theme"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Twilio"]
        A1(["Call Legacy"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Xero and Twilio operate independently, finance teams often face delays in communication with clients regarding overdue invoices. For instance, if a payment is recorded in Xero but not communicated via Twilio, the accounts receivable team may spend hours manually checking invoices against payment records and sending follow-up messages. This results in wasted time and potential cash flow issues as clients remain uninformed about their obligations.

Top Ways to Automate Xero & Twilio

Automated Invoice Notifications: Instantly send SMS notifications to clients when invoices are generated in Xero, ensuring timely payments and reducing follow-up time.
Customer Interaction Tracking: Automatically log Twilio SMS conversations in Xero, providing a comprehensive view of customer interactions alongside financial records for better decision-making.
Payment Reminders via SMS: Set up automated reminders for overdue payments, allowing you to reach out to clients through Twilio, improving collection rates and cash flow.

How to Build the Xero → Twilio Sync

In Xero, configure a webhook to trigger on the 'Invoice Paid' event. This can be done by navigating to the 'Webhooks' section in the Xero developer console and setting the endpoint to your server's URL.
Set up your server to listen for incoming webhook requests from Xero. The payload will include details such as 'invoiceId', 'amountPaid', and 'contactId'.
Extract the 'contactId' from the Xero webhook payload to identify the customer in your Twilio system.
Use the Twilio REST API to send an SMS notification. Make a POST request to the Twilio endpoint: https://api.twilio.com/2010-04-01/Accounts/{AccountSid}/Messages.json.
In the POST request, include the following parameters: 'To' (the customer's phone number), 'From' (your Twilio phone number), and 'Body' (a message indicating the invoice has been paid, including the 'invoiceId' and 'amountPaid').

Developer Warnings & API Gotchas

Ensure the 'contactId' from Xero matches the phone number format required by Twilio; otherwise, the SMS will fail to send.
Be mindful of the data structure in the Xero webhook payload; if the 'amountPaid' field is not present, your SMS logic may break.
When testing, use a sandbox environment for Twilio to avoid sending unnecessary messages to real customers.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Xero... Branding Theme

Do this in Twilio Call (Legacy)
When this happens in Xero... Fetch Custom Actions

Do this in Twilio Call Phone
When this happens in Xero... List BankTransfers

Do this in Twilio SMS (Legacy)
When this happens in Xero... List Contacts

Do this in Twilio Send SMS
When this happens in Xero... List Employees

Do this in Twilio Send WhatsApp Message

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I can see you're looking at mapping Xero to Twilio. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?