Xero

Trigger

Create a request filter that will invoke any of the actions below when an API request matches the filter criteria.

Actions

Any of the actions listed below can be triggered when a new request matches one of your request filters. These actions can also be incorporated into multi-step workflows, enabling the development of robust logic to fulfill your business requirements.

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice (ACCREC).

Allocate Credit Note to Invoice

Allocates a credit note to a specific invoice.

Create Bank Transfer

Transfers money between two bank accounts in Xero.

Create Bill

Creates a new bill (Accounts Payable).

Create Credit Note

Creates a new credit note for a contact.

Create Inventory Item

Creates a new inventory item in Xero.

Create New Quote Draft

Creates a new draft quote.

Create Payment

Applies a payment to an invoice.

Create Project

Creates a new project for a contact.

Create Purchase Order

Creates a new purchase order for a contact.

Create Repeating Sales Invoice

Creates a repeating sales invoice (Accounts Receivable).

Create or Update Contact

Create Xero Contact

Create or Update Invoice

Create Xero Invoice

Custom API Call

Make a custom API call to a specific endpoint

Find Contact

Finds a contact by name or account number (or SearchTerm).

Find Invoice

Finds an invoice by number or reference.

Find Item

Finds an item by name or code.

Find Purchase Order

Finds a purchase order by given parameters.

Send Sales Invoice by Email

Sends a sales invoice via email to a contact.

Update Purchase Order

Updates details of an existing purchase order.

Update Sales Invoice

Updates details of an existing sales invoice (ACCREC).

Upload Attachment

Uploads an attachment to a specific Xero resource.