Xero

Add a new customer, supplier, or contractor record to your Xero contact list.

Append additional line items to a Xero sales invoice that has already been created.

Retrieve a single Xero contact's full record — address, payment terms, and balance outstanding — by ID or name.

Attach an internal or customer-facing note to a specific Xero invoice for audit trail or communication purposes.

Fetch your full Xero contact list — customers and suppliers — to drive bulk operations or reporting.

Create new inventory items or update existing ones in Xero with current pricing and stock details.

Modify an existing Xero contact's details — address, payment terms, tax number, or account manager.

Apply a Xero credit note against an outstanding invoice to reduce the balance owed by a customer.

Generate a new sales or purchase invoice in Xero with full line items, contact, and due date.

Record a spend or receive money transaction against a Xero bank account for reconciliation.

Retrieve a single Xero invoice by ID to inspect its status, line items, and payment history.

Record an internal transfer between two Xero bank accounts to keep multi-account books balanced.

Retrieve your full Xero invoice list — filterable by status, contact, or date — for reporting or bulk processing.

Upsert a Xero contact — creates a new record if one doesn't exist, or updates the existing one if it does.

Edit an existing Xero invoice — update line items, due date, reference, or status.

Add a new chart-of-accounts entry in Xero with the correct type, code, and tax settings.

Generate a new draft quote in Xero addressed to a specific contact with itemised line details.

Issue a credit note in Xero to offset an invoice or record a refund owed to a customer.

Remove a previously applied credit note allocation from a Xero invoice to reverse the offset.

Email an approved Xero sales invoice directly to the customer contact from within Xero.

Add a new employee record to Xero Payroll with personal, role, and tax details.

Create a tracked or untracked inventory item in Xero with sales price, cost, and account coding.

Record a supplier bill in Xero as a payable with line items, due date, and account coding.

Raise a new sales invoice in Xero against a customer contact with line items and payment terms.

Fires when a new spend or receive money transaction is created in a Xero bank account, including imported bank feed entries.

Fires when a new accounts payable bill is created in Xero, covering both manual entries and imported supplier invoices.

Fires when a new customer, supplier, or contact record is added to Xero.

Fires when a new credit note is issued in Xero, whether against a customer invoice or as a standalone credit.

Fires when a new employee record is added to Xero Payroll, typically on or before their start date.

Fires when a new financial report is generated in Xero, such as a Profit & Loss, Balance Sheet, or Bank Summary.

Fires when a Xero sales invoice passes its due date without a recorded payment, triggering collection actions.

Fires when a payment is recorded against a Xero invoice or bill, confirming a transaction has settled.

Fires when a new payslip is generated for an employee in Xero Payroll, indicating a payroll run has been processed.

Fires when a new project is created in Xero Projects, enabling downstream project setup and tracking actions.