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Connect Xero Accounting to Twilio SendGrid

Automate workflows and sync data between Xero Accounting and Twilio SendGrid with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Xero Accounting & Twilio SendGrid?

Revenue & Sales Tracking

Automatically sync sales data from Xero Accounting to Twilio SendGrid for comprehensive revenue analytics and conversion tracking.

Customer Behavior Analysis

Track complete customer journeys by connecting Xero Accounting purchase data with Twilio SendGrid behavior insights and marketing attribution.

Inventory & Campaign Optimization

Sync inventory levels and sales performance from Xero Accounting to optimize marketing campaigns and ad spend in Twilio SendGrid.

Available Triggers & Actions

Xero Accounting logo

Xero Accounting

Triggers (4)

New or Updated Contact

Emit new notifications when you create a new or update existing contact

polling
New or updated invoice

Emit new notifications when you create a new or update existing invoice

polling
New or Updated Quote

Emit new event each time a quote is added or updated. See the documentation

polling
Webhook Event Received (Instant)

Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here.

webhook

Actions (24)

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice. See the docs here

Bank Statements Report

Gets bank statements for the specified bank account.

Create Bank Transaction

Create a new bank transaction See the documentation

Create Bill

Creates a new bill (Accounts Payable)See the docs here

Create Credit Note

Creates a new credit note.

Create Employee

Creates a new employee.

Create History Note

Creates a new note adding it to a document.

Create Item

Creates a new item.

Create or update contact

Creates a new contact or updates a contact if a contact already exists. See the docs here

Create or Update Contact

Creates a new contact or updates if the contact exists.

Create Payment

Creates a new payment

Create Purchase Bill

Creates a new purchase bill.

Create Sales Invoice

Creates a new sales invoice. See the documentation

Create tracking category

Create a new tracking category See the documentation.

Delete tracking category

Delete a tracking category by ID See the documentation.

Delete tracking category option

Delete a tracking category option by ID See the documentation.

Download Invoice

Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder.

Email an Invoice

Triggers the email of a sales invoice out of Xero.

Find contact. Optionally, create one if none are found

Finds a contact by name or account number. Optionally, create one if none are found. See the docs here

Find Invoice

Finds an invoice by number or reference.See the docs here

Find or Create Contact

Finds a contact by name or email address. Optionally, create one if none are found. See the docs here

Get Bank Summary

Gets the balances and cash movements for each bank account.

Get Contact

Gets details of a contact.

Get History of Changes

Gets the history of changes to a single existing document.

Twilio SendGrid logo

Twilio SendGrid

Triggers (2)

New Contact

Emit new event when a new contact is created

polling
New Events (Instant)

Emit new event when any of the specified SendGrid events is received

webhook

Actions (24)

Add Email to Global Suppression

Allows you to add one or more email addresses to the global suppressions group. See the docs here

Add or Update Contact

Adds or updates a contact. See the docs here

Create Contact List

Allows you to create a new contact list. See the docs here

Create Send

Create a single send. See the docs here

Delete Blocks

Allows you to delete all email addresses on your blocks list. See the docs here

Delete Bounces

Allows you to delete all emails on your bounces list. See the docs here

Delete Contacts

Allows you to delete one or more contacts. See the docs here

Delete Global Suppression

Allows you to remove an email address from the global suppressions group. See the docs here

Delete List

Allows you to delete a specific contact list. See the docs here

Get a Block

Gets a specific block. See the docs here

Get A Global Suppression

Gets a global suppression. See the docs here

Get All Bounces

Allows you to get all of your bounces. See the docs here

Get Contact Lists

Allows you to get details of your contact lists. See the docs here

List ASM Group ID Options

Retrieves available options for the ASM Group ID field.

List ASM Groups to Display Options

Retrieves available options for the ASM Groups to Display field.

List Blocks

Allows you to list all email addresses that are currently on your blocks list. See the docs here

List Categories Options

Retrieves available options for the Categories field.

List Design Id Options

Retrieves available options for the Design Id field.

List Email Options

Retrieves available options for the Email field.

List Email Options

Retrieves available options for the Email field.

List Emails Options

Retrieves available options for the Emails field.

List Emails Options

Retrieves available options for the Emails field.

List From Email Options

Retrieves available options for the From Email field.

List Global Suppressions

Allows you to get a list of all email address that are globally suppressed. See the docs here

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Xero Accounting trigger → Create/Update in Twilio SendGrid

Most Popular
Xero AccountingXero Accounting

New or Updated Contact

Twilio SendGridTwilio SendGrid

Add Email to Global Suppression

When Twilio SendGrid trigger → Update Xero Accounting

Bi-directional
Twilio SendGridTwilio SendGrid

New Contact

Xero AccountingXero Accounting

Add Items to Existing Sales Invoice

How It Works

1

Connect Apps

Authenticate your Xero Accounting and Twilio SendGrid accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Xero Accounting and Twilio SendGrid with 6 public triggers available for instant updates.

Automated Actions

Execute 48 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Xero Accounting and Twilio SendGrid in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Xero Accounting and Twilio SendGrid with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Twilio SendGrid logoXero Accounting logo

Reverse Integration Available

Also connect Twilio SendGrid to Xero Accounting for bidirectional automation

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All Xero Accounting Integrations

Explore all available Xero Accounting connections

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All Twilio SendGrid Integrations

Explore all available Twilio SendGrid connections

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