Keap and Xero integration

Save yourself the work of writing custom integrations for Keap and Xero and use n8n instead. Build adaptable and scalable Sales, Communication, and Finance & Accounting workflows that work with your technology stack. All within a building experience you will love.

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How to connect Keap and Xero

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Keap and Xero integration: Create a new workflow and add the first step

Step 2: Add and configure Keap and Xero nodes

You can find Keap and Xero in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Keap and Xero nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Keap and Xero integration: Add and configure Keap and Xero nodes

Step 3: Connect Keap and Xero

A connection establishes a link between Keap and Xero (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Keap and Xero integration: Connect Keap and Xero

Step 4: Customize and extend your Keap and Xero integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Keap and Xero with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Keap and Xero integration: Customize and extend your Keap and Xero integration

Step 5: Test and activate your Keap and Xero workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Keap to Xero or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Keap and Xero integration: Test and activate your Keap and Xero workflow

Build your own Keap and Xero integration

Create custom Keap and Xero workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Keap supported actions

Create

Create a company

Get Many

Retrieve many companies

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete an contact

Get

Retrieve an contact

Get Many

Retrieve many contacts

Create

Create a note

Delete

Delete a note

Get

Get a notes

Get Many

Retrieve many notes

Update

Update a note

Create

Add a list of tags to a contact

Delete

Delete a contact's tag

Get Many

Retrieve many contact's tags

Create

Create an ecommerce order

Get

Get an ecommerce order

Delete

Delete an ecommerce order

Get Many

Retrieve many ecommerce orders

Create

Create an ecommerce product

Delete

Delete an ecommerce product

Get

Get an ecommerce product

Get Many

Retrieve many ecommerce products

Create Record

Create a record of an email sent to a contact

Get Many

Retrieve many sent emails

Send

Send Email

Delete

Delete a file

Get Many

Retrieve many files

Upload

Upload a file

Xero supported actions

Contact
Invoice

Create

Create a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create a invoice

Get

Get a invoice

Get Many

Get many invoices

Update

Update a invoice

Keap and Xero integration details

Keap helps small businesses in email marketing and sales with features to manage and improve the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce. It allows them to generate and convert more leads with its powerful CRM.

Keap node docs + examples

Keap credential docs

See Keap integrations

Related categories

Sales

Communication

Xero is a powerful cloud-based accounting software product that lets small-businesses, accountants and bookkeepers manage their finances from anywhere and integrate with more than 1,000 apps. The Xero App Store makes it easy to navigate and find the right apps for your business needs.

Xero node docs + examples

Xero credential docs

See Xero integrations

Related categories

Finance & Accounting

Other integrations with Keap