Xero Integrations
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Start freeXero Triggers
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.
InstantNew Sales Invoice
Fires when a new sales invoice (Accounts Receivable) is created.
InstantNew Bank Transaction
Fires when a new bank transaction is created.
ScheduledNew Purchase Order
Fires when a new purchase order is created or enters a specific status for the first time.
ScheduledUpdated Quote
Fires when a quote is created or updated.
ScheduledNew Credit Note
Fires when a new credit note is created.
ScheduledNew Quote
Fires when a new quote is created.
ScheduledNew or Updated Contact
Fires when a contact is created or updated (via Xero webhooks).
InstantUpdated Sales Invoice
Fires when an existing sales invoice (Accounts Receivable) is updated.
InstantNew Payment
Fires when a payment is received.
ScheduledNew Reconciled Payment
Fires when a payment is reconciled for the first time.
ScheduledNew Bill
Fires when a new bill (Accounts Payable) is added.
ScheduledNew Project
Fires when a new project is created.
ScheduledXero Actions
Create or Update Contact
Create Xero Contact
Allocate Credit Note to Invoice
Allocates a credit note to a specific invoice.
Create New Quote Draft
Creates a new draft quote.
Create Bill
Creates a new bill (Accounts Payable).
Create Purchase Order
Creates a new purchase order for a contact.
Upload Attachment
Uploads an attachment to a specific Xero resource.
Create Credit Note
Creates a new credit note for a contact.
Create Project
Creates a new project for a contact.
Create Repeating Sales Invoice
Creates a repeating sales invoice (Accounts Receivable).
Find Invoice
Finds an invoice by number or reference.
Find Purchase Order
Finds a purchase order by given parameters.
Create or Update Invoice
Create Xero Invoice
Create Bank Transfer
Transfers money between two bank accounts in Xero.
Send Sales Invoice by Email
Sends a sales invoice via email to a contact.
Create Payment
Applies a payment to an invoice.
Update Purchase Order
Updates details of an existing purchase order.
Add Items to Existing Sales Invoice
Adds line items to an existing sales invoice (ACCREC).
Create Inventory Item
Creates a new inventory item in Xero.
Update Sales Invoice
Updates details of an existing sales invoice (ACCREC).
Find Contact
Finds a contact by name or account number (or SearchTerm).
Find Item
Finds an item by name or code.
Custom API Call
Make a custom API call to a specific endpoint
