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Lever + Xero Integrations

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Connect Lever to Xero
Example screenshots
Example workflows
Triggers and actions
Lever + your other apps
Xero + your other apps
FAQ

Lever + Xero integrations

Lever > Xero

Trigger

Last triggered

Opportunity stage changed

Create or update contact

Overview

Connect Lever to Xero in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Lever, Xero, and many other popular SaaS applications.

Check below for example workflows using Lever and Xero, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

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Screenshots of Lever and Xero integrations in Relay.app

Use Relay.app's Lever integrations to trigger actions across your apps

Preview of Use any of these Lever actions in your Relay.app workflows

Use Relay.app's Lever integrations to trigger actions across your apps

Use any of these Lever actions in your Relay.app workflows

Example Lever + Xero workflows

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Automatically create or update contact in Xero for each opportunity stage changed in Lever

Try it

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Create or update invoice automatically in Xero for each opportunity archived in Lever

Try it

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Find item(s) automatically in Xero for each opportunity marked as hired in Lever

Try it

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Create or update invoice automatically in Xero for each opportunity stage changed in Lever

Try it

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Find item(s) automatically in Xero for each opportunity stage changed in Lever

Try it

Lever Triggers

Opportunity

inventory_2

Opportunity archived

signature

Opportunity marked as hired

conversion_path

Opportunity stage changed

Xero Actions

Account

Find account(s)

Contact

library_add

Create or update contact

Find contact(s)

Invoice

attach_file

Add attachment to invoice

library_add

Create or update invoice

Find invoice(s)

Item

Find item(s)

Profit & loss report

add

Create profit & loss report

Tracking category

Find tracking category(ies)

Xero Triggers

No Xero triggers yet

Request trigger

Lever Actions

Opportunity

note_add

Add note to opportunity

Create your own Lever + Xero integration

Select a trigger in Lever

Select an action in Xero

Create your workflow

Connect Lever to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Xero to your other apps

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Lever to Xero with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Lever or Xero to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Lever and Xero to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Lever to Xero?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Lever and Xero—give it a try and let us know what you think.

See why people love Relay.app

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via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@dummy_coder

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@typeoneerror

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Notion Coach

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Co-Founder at Elementary

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@ZikiDoesNotion

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Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Lever + Xero integrations

Screenshots of Lever and Xero integrations in Relay.app

Example Lever + Xero workflows

Automatically create or update contact in Xero for each opportunity stage changed in Lever

Create or update invoice automatically in Xero for each opportunity archived in Lever

Find item(s) automatically in Xero for each opportunity marked as hired in Lever

Create or update invoice automatically in Xero for each opportunity stage changed in Lever

Find item(s) automatically in Xero for each opportunity stage changed in Lever

Create your own Lever + Xero integration

Connect Lever to your other apps

Or connect Xero to your other apps

FAQ

What is Relay.app?

How do I connect Lever to Xero with Relay.app?

Is Relay.app a Zapier alternative for connecting Lever to Xero?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?