Xero
Xero is cloud-based small business accounting software with tools for managing invoicing, inventory, purchasing, and more.
Triggers
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Trigger |
Configuration fields |
Data type |
Required? |
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Contact created - A new contact was created |
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Invoice created - A new invoice was created |
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Contact updated - An existing contact was updated |
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Invoice updated - An existing invoice was updated |
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Actions
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Action |
Configuration fields |
Data type |
Required? |
|---|---|---|---|
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Create purchase order - Add a new purchase order |
Line item description - Enter a description of the line item Example: Consulting services as agreed |
String |
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Delivery date - Enter the delivery date for the goods. Format is YYYY-MM-DD. Example: 2022-09-15 |
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Issue date - Enter the issue date for the purchase order. Format is YYYY-MM-DD. Example: 2022-09-15 |
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Line item quantity - Enter the quantity of the line item Example: 40 |
String |
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Line item unit price - Enter the unit price of the line item Example: 100.00 |
String |
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Contact - Select a contact |
Choice |
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Line amount types - Select the line amount type. If you don't specify the type, line amounts are exclusive by default. |
Choice |
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Account code - Select the user-defined code for the account |
Choice |
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Create credit note - Add a new credit note |
Line item description - Enter a description of the line item Example: Consulting services as agreed |
String |
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Date - Enter the issue date of the credit note. Format is YYYY-MM-DD. Example: 2022-09-15 |
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Line item quantity - Enter the quantity of the line item Example: 40 |
String |
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Line item unit price - Enter the unit price of the line item Example: 100.00 |
String |
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Contact - Select the contact for the note |
Choice |
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Line amount type - Select the line amount type of the credit note |
Choice |
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Status - Select the status of the credit note |
Choice |
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Invoice type - Select the type of invoice |
Choice |
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Account code - Select the user-defined code for the account |
Choice |
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Create bill - Create a new purchase bill |
Due date - Enter a due date for the invoice or bill. Format is YYYY-MM-DD. Example: 2022-09-15 |
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Line items - Line items for the bill |
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Line item description - Enter a description of the line item Example: Consulting services as agreed |
String |
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Line item code - Enter the item code for the line item Example: 15 |
Choice |
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Line item quantity - Enter the quantity of the line item Example: 40 |
String |
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Line item unit price - Enter the unit price of the line item Example: 100.00 |
String |
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Account code - Select the user-defined code for the account |
Choice |
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Contact person - Select a contact person |
Choice |
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Status - Select the status of the invoice or bill |
Choice |
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Create sales invoice - Add a new sales invoice |
Due date - Enter a due date for the sales invoice. Format is YYYY-MM-DD. Example: 2022-09-15 |
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Line items - Line items for the bill |
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Line item description - Enter a description of the line item Example: Consulting services as agreed |
String |
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Line item discount rate - Enter the discount rate of the line item Example: 10 |
String |
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Line item code - Enter the item code for the line item Example: 15 |
Choice |
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Line item quantity - Enter the quantity of the line item Example: 40 |
String |
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Line item unit price - Enter the unit price of the line item Example: 100.00 |
String |
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Account code - Select the user-defined code for the account |
Choice |
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Contact - Select a contact |
Choice |
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Status - Select the status of the invoice |
Choice |
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Custom action - Create a custom actions |
Path - Enter the path of the endpoint |
String |
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Method - Select the method |
Choice |
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Query string - Enter a parameter and a value. The string will be URL-encoded and appended to the URL. |
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Create contact - Add a new contact |
Account number - Enter a user-defined account number that can be used to identify the contact Example: ABC1234 |
String |
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City - Enter the city of the contact Example: Anytown |
String |
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Country - Enter the country of the contact Example: Canada |
String |
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Email address - Enter the email address of the contact person Example: janedoe@gmail.com |
String |
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First name - Enter the first name of the contact person Example: Jane |
String |
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Full name - Enter the full name of the contact or organization Example: ABC Company |
String |
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Last name - Enter the last name of the contact person Example: Doe |
String |
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Address line 1 - Enter the line 1 address of the contact Example: 123 Main Street |
String |
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Postal code - Enter the postal code of the contact Example: 12345 |
String |
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Tax number - Enter the tax number of the contact. ABN (Australia), GST number (New Zealand), VAT number (UK) or Tax ID number (US and global). |
String |
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Address type - Select the type of address |
Choice |
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Update contact - Update an existing contact |
Contact - Select the contact to update |
Choice |
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City - Enter the city of the contact Example: Anytown |
String |
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Country - Enter the country of the contact Example: Canada |
String |
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Email address - Enter the email address of the contact person Example: johndoe@gmail.com |
String |
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First name - Enter the first name of the contact person Example: John |
String |
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Full name - Enter the full name of the contact or organization Example: ABC Company |
String |
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Last name - Enter the last name of the contact person Example: Doe |
String |
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Address line 1 - Enter the line 1 address of the contact. For example: 123 Main Street |
String |
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Postal code - Enter the postal code of the contact Example: 12345 |
String |
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Tax number - Enter the tax number of the contact. ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global). |
String |
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Address type - Select the type of address |
Choice |
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Create payment - Add a new payment against an invoice |
Payment date - Enter the date payment is being made. Format is YYYY-MM-DD. Example: 2022-09-15 |
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Amount - Enter the numeric amount of the payment Example: 1234.00 |
Number |
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Invoice - Select the invoice ID |
Choice |
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Account code - Select the user-defined code for the account |
Choice |
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Find payments - Find payments by number or reference number |
Reference number - Enter the payment's additional reference number |
String |
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Payment type - Select the payment type |
Choice |
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Invoice number - Enter the invoice number |
String |
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Status - Select the status of the invoice or bill |
Choice |
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Account code - Select the user-defined code for the account |
Choice |
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Results per page - The maximum number of payments to return per page |
String |
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Find contact - Find a contact by name or account number |
Name - Enter the contact's name |
String |
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Account number - Enter the user-defined account number |
String |
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Find invoice - Find an invoice by its number or reference number |
Reference number - Enter the invoice's additional reference number |
String |
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Invoice number - Enter the invoice's alphanumeric code |
String |
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Get payment by reference number - Get a payment by reference number |
Reference number - Enter the payment's additional reference number |
String |
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Get invoice - Get an invoice by its ID or reference number |
Invoice number - Get an invoice by its alphanumeric code |
String |
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Invoice ID - Get an invoice by its invoice ID |
String |
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Get payment by ID - Return a payment by its ID |
Payment ID - Enter the payment's ID |
String |
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