Xero integration

Beautiful accounting software.

Accounting and finance13 triggers · 48 actions

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When “New Contact” happens in Xero, check the details with AI, then “Create or Update Contact” and tell my team in Slack.

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Triggers

Start a workflow when this happens

WHEN
New Contact
Fires when a new contact is added to Xero (via Xero webhooks). Configure the webhook in Xero Developer portal to point to this URL.
WHEN
New or Updated Contact
Fires when a contact is created or updated (via Xero webhooks).
WHEN
New Sales Invoice
Fires when a new sales invoice (Accounts Receivable) is created.
WHEN
Updated Sales Invoice
Fires when an existing sales invoice (Accounts Receivable) is updated.
WHEN
New Bank Transaction
Fires the first time a bank transaction is created or changed after the trigger is turned on.
WHEN
New Payment
Fires the first time a payment is recorded or changed after the trigger is turned on.
WHEN
New Purchase Order
Fires the first time a purchase order is created or changed after the trigger is turned on, or enters a chosen status for the first time.
WHEN
New Reconciled Payment
Fires when a payment is reconciled for the first time.
WHEN
Updated Quote
Fires when a quote is created or updated.
WHEN
New Bill
Fires the first time a bill (Accounts Payable) is created or changed after the trigger is turned on.
WHEN
New Credit Note
Fires the first time a credit note is created or changed after the trigger is turned on.
WHEN
New Project
Fires when a new project is created.
WHEN
New Quote
Fires the first time a quote is created or changed after the trigger is turned on.

Actions

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DO
Create or Update Contact
Create Xero Contact.
DO
Create or Update Invoice
Create Xero Invoice.
DO
Allocate Credit Note to Invoice
Allocates a credit note to a specific invoice.
DO
Create Bank Transfer
Transfers money between two bank accounts in Xero.
DO
Create New Quote Draft
Creates a new draft quote.
DO
Send Sales Invoice by Email
Sends a sales invoice via email to a contact.
DO
Create Bill
Creates a new bill (Accounts Payable).
DO
Create Payment
Applies a payment to an invoice.
DO
Create Purchase Order
Creates a new purchase order for a contact.
DO
Update Purchase Order
Updates details of an existing purchase order.
DO
Upload Attachment
Uploads an attachment to a specific Xero resource.
DO
Add Items to Existing Sales Invoice
Adds line items to an existing sales invoice (ACCREC).
DO
Create Credit Note
Creates a new credit note for a contact.
DO
Create Inventory Item
Creates a new inventory item in Xero.
DO
Create Project
Creates a new project for a contact.
DO
Update Sales Invoice
Updates details of an existing sales invoice (ACCREC).
DO
Create Repeating Sales Invoice
Creates a repeating sales invoice (Accounts Receivable).
DO
Find Contact
Finds a contact by name or account number (or SearchTerm).
DO
Find Invoice
Finds an invoice by number or reference.
DO
Find Item
Finds an item by name or code.
DO
Find Purchase Order
Finds a purchase order by given parameters.
DO
Get Invoice History
Returns a list of history records for a given invoice ID.
DO
Create Bank Transaction
Creates a new Spend/Receive Money bank transaction.
DO
Find or Create Contact
Finds or creates a specific contact.
DO
List Organisations
Lists the Xero organisations this connection can access.
DO
Get Organisation Details
Gets the settings of a Xero organisation, such as base currency, tax settings and financial year end.
DO
Get Invoice
Gets one invoice or bill by its ID or invoice number, including line items.
DO
Search Invoices
Searches sales invoices and bills by type, status, contact, date range or text, one page at a time.
DO
Download Invoice PDF
Downloads the PDF of an invoice or bill so you can attach or send it in later steps.
DO
Get Contact
Gets one contact by ID, with addresses and phone numbers.
DO
Archive Contact
Archives a contact so it no longer appears in contact lists.
DO
Create or Update Item
Creates a product or service item, or updates the item that already has this code.
DO
Search Payments
Searches payments by invoice, status, payment type or date range, one page at a time.
DO
Delete Payment
Deletes (reverses) a payment so the invoice or bill is unpaid again.
DO
Void or Delete Invoice
Voids an approved invoice or bill, or deletes it while it is still a draft or awaiting approval.
DO
Search Bank Transactions
Searches spend and receive money transactions by type, status, bank account, contact or date range.
DO
Create Manual Journal
Creates a manual journal with balanced debit and credit lines.
DO
List Accounts
Lists the chart of accounts, optionally filtered by type, class or status.
DO
List Tax Rates
Lists the tax rates of the organisation and the TaxType codes to use on line items.
DO
List Tracking Categories
Lists tracking categories (such as Region or Department) and their options.
DO
Get Profit and Loss
Runs the Profit and Loss report for a date range, with optional comparison periods.
DO
Get Balance Sheet
Runs the Balance Sheet report as at a date, with optional comparison periods.
DO
Get Bank Summary
Runs the Bank Summary report: opening balance, cash in, cash out and closing balance per bank account.
DO
Get Trial Balance
Runs the Trial Balance report as at a date.
DO
Get Executive Summary
Runs the Executive Summary report: cash, profitability, balance sheet and performance ratios for a month.
DO
Get Aged Receivables for Contact
Runs the Aged Receivables report for one customer: what they owe, by invoice and age.
DO
Get Aged Payables for Contact
Runs the Aged Payables report for one supplier: what you owe them, by bill and age.
DO
Custom API Call
Make a custom API call to a specific endpoint.