Integration
Automate with Xero
Xero handles your accounting and financial operations. NVS connects it to your CRM, payment systems, and project tools — creating invoices, recording payments, and surfacing cash flow issues automatically.
Use Cases
When a ClickUp project is marked complete, a Xero invoice is created for the client, a payment request email is sent, and the deal is updated in HubSpot.
Trigger
Project Completed
clickup.trigger
Fires when a ClickUp task tagged billable is marked complete.
Fetch Client and Rate Data
hubspot.contact
Client name, email, project rate, and deal ID fetched from HubSpot.
Create Xero Invoice
xero.invoice
Invoice created with project details, line items, and payment terms.
Output
Send Payment Request
gmail.send
Invoice emailed to client with Xero payment link and due date.
Every morning, Xero bank transactions that remain unreconciled for more than 3 days are flagged and sent to the finance team in Slack for review.
Trigger
Daily 8am
schedule.cron
Morning reconciliation check runs every business day.
Fetch Unreconciled Transactions
xero.api
Bank transactions older than 3 days without a matching invoice fetched.
IF
Any unreconciled?
nvs.condition
Checks whether outstanding reconciliation items exist.
NO
Output
Done
nvs.end
All transactions reconciled. Workflow ends silently.
YES
Output
Alert Finance Team
slack.message
Unreconciled transactions listed in Slack with amounts and transaction dates.
On the first of each month, the previous month's Xero P&L data is fetched, formatted, and appended to the financial reporting Google Sheet.
Trigger
Monthly 1st
schedule.cron
Monthly financial report runs on the first of every month.
Fetch P&L from Xero
xero.api
Revenue, expenses, and net profit for the previous month fetched.
Format Report Row
nvs.set
Financial data structured into a single reporting row with month and year.
Output
Append to Finance Sheet
google.sheets
Row appended to the monthly P&L tracker. CFO notified in Slack.