Xero Automation

How to connect Xero to Mailchimp

Stop dealing with manual data transfer between Xero and Mailchimp. This guide shows you how to automatically Update Tags in Mailchimp whenever Bill Added happens inside Xero.

Xero
Xero
Trigger
→
Mailchimp
Mailchimp
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you seamless automation between Xero and Mailchimp. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose Xero as the first module.

  2. 2

    Configure the trigger

    Select Bill Added inside Xero. Authorize your account and set any filters you need.

  3. 3

    Add the Mailchimp action

    Choose "Update Tags" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.