Integrations

XeroFlow's deepest integration. OAuth 2.0 authentication establishes a two-way data flow between your Xero organisation and XeroFlow. Contacts, invoices, expenses, and chart of accounts sync automatically on a configured schedule, with manual resync available at any time. The EOM invoice engine generates draft invoices from XeroFlow data and uploads them directly to Xero as approved invoices.

Connect Meta (Facebook/Instagram) ad accounts via OAuth to pull daily spend data through the Graph API. XeroFlow syncs campaign-level and ad-set-level spend breakdowns, tracks daily and monthly running totals, and compares actual spend against configured budgets. Multiple ad accounts can be linked to a single client for consolidated reporting. For vehicle inventory, XeroFlow checks the permissions Meta actually granted, discovers business-owned or shared catalogues, attaches a server-derived scheduled feed, requests an import, and stores provider-readback evidence. Meta app review and business-role requirements remain explicit operator gates.

Google Ads integration uses the REST API to pull performance and spend data. Daily spend totals are synced at the campaign level, with breakdowns available by ad group. Budget management includes configurable alert thresholds and an audit trail that logs every budget change with the user, timestamp, and previous value. Spend data feeds into P&L dashboards and the EOM invoicing engine for automated pass-through billing.

Resend continues to deliver campaign mail, notifications, approval alerts, and automation-triggered messages. It also provides a bounded fallback for client portal authentication while Cloudflare Email Sending remains in beta. Email templates are managed within XeroFlow and rendered server-side before delivery, and Resend lifecycle webhooks continue to power campaign tracking and suppression handling.

XeroFlow runs entirely on the Cloudflare network. Pages hosts the application. Email Service sends client portal magic links and invitations through a private, sender-restricted Worker, while Email Routing handles inbound workflows. Its lifecycle events can flow through Queues to Workers for delivery automation and operational monitoring. R2 provides S3-compatible object storage for file uploads, EOM invoice archives, and training data exports. Workers handle edge functions including email processing and AI agents. Durable Objects power real-time chat rooms and board event broadcasting. KV serves as a caching layer. Workers AI supports controlled inference. The dedicated CRM Vectorize index is reserved for controlled CRM semantic assistance after authorized indexing; other XeroFlow features use separate Vectorize indexes for their own bounded purposes. Queues manage asynchronous work, including the dedicated CRM indexing path when that off-by-default capability is enabled.

For agencies migrating from Monday.com, XeroFlow provides a board import tool that maps Monday column types to XeroFlow equivalents. The importer handles status columns, people assignments, date fields, number columns, and text content. Group structure and task hierarchy are preserved during migration. Imported data lands in XeroFlow's modern column system, ready for immediate use across all five board views.

Groq provides the primary LLM inference for XeroFlow's AI features. The AI chat engine sends user queries along with retrieved context to Groq's API for response generation. Groq also serves as the fallback for intent classification when edge inference produces low-confidence results. Responses stream in real time so users see answers as they are generated. The integration supports LoRA adapter routing for fine-tuned model variants trained on your agency's data.

The dedicated CRM Vectorize path is used only for controlled CRM semantic assistance in approved agency-assistant contexts; other XeroFlow features use their own separate Vectorize paths. The CRM capability is off by default. Authorized indexing covers people, companies, and opportunities; it is asynchronous, and a record is eligible only after its current revision reaches confirmed index state. Visible and portal CRM ranking remains keyword-based.