Xero Triggers and Actions
Below is a list of triggers and actions available on Xero via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.
Triggers
New Sales Invoice
Triggers when a new Sales Invoice (Accounts Receivable) is created.
New or Updated Contact
Triggers when a contact is created or updated.
New Reconciled Payment
Triggers when a payment is reconciled for the first time.
New Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.
New Payment
Triggers when you receive a new payment.
and 9 more triggers
Xero doesn't offer (yet) any Trigger on Zapier.
Actions
Create Bill
Creates a new bill (Accounts Payable).
Find Item
Finds an item by name or code.
Find Invoice
Finds an invoice by number or reference.
Find Contact
Finds a contact by name or account number.
Upload Attachment
Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.
and 23 more actions
Xero doesn't offer (yet) any Action on Zapier.