Xero
Beautiful accounting software
Triggers
(13)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.
New or Updated Contact
Fires when a contact is created or updated (via Xero webhooks).
New Sales Invoice
Fires when a new sales invoice (Accounts Receivable) is created.
Updated Sales Invoice
Fires when an existing sales invoice (Accounts Receivable) is updated.
New Bank Transaction
Fires when a new bank transaction is created.
New Payment
Fires when a payment is received.
New Purchase Order
Fires when a new purchase order is created or enters a specific status for the first time.
New Reconciled Payment
Fires when a payment is reconciled for the first time.
Updated Quote
Fires when a quote is created or updated.
New Bill
Fires when a new bill (Accounts Payable) is added.
New Credit Note
Fires when a new credit note is created.
New Project
Fires when a new project is created.
New Quote
Fires when a new quote is created.
Actions
(22)Create or Update Contact
Create Xero Contact
Create or Update Invoice
Create Xero Invoice
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 New Quote Draft
Creates a new draft quote.
Send Sales Invoice by Email
Sends a sales invoice via email to a contact.
Create Bill
Creates a new bill (Accounts Payable).
Create Payment
Applies a payment to an invoice.
Create Purchase Order
Creates a new purchase order for a contact.
Update Purchase Order
Updates details of an existing purchase order.
Upload Attachment
Uploads an attachment to a specific Xero resource.
Add Items to Existing Sales Invoice
Adds line items to an existing sales invoice (ACCREC).
Create Credit Note
Creates a new credit note for a contact.
Create Inventory Item
Creates a new inventory item in Xero.
Create Project
Creates a new project for a contact.
Update Sales Invoice
Updates details of an existing sales invoice (ACCREC).
Create Repeating Sales Invoice
Creates a repeating sales invoice (Accounts Receivable).
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.
Custom API Call
Make a custom API call to a specific endpoint
Example automation
Trigger
Event received
from Xero
Action
Create Module Record
in Coherence
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