Create records in Zapier Tables for new bills in Xero
Efficiently manage your billing and records with this workflow. Upon receiving a new bill in Xero, a record is immediately created in Zapier Tables. This not only aids in the seamless tracking of your financial transactions but also reduces the manual effort of data entry, enabling an effortless and efficient way of handling your finances.
Efficiently manage your billing and records with this workflow. Upon receiving a new bill in Xero, a record is immediately created in Zapier Tables. This not only aids in the seamless tracking of your financial transactions but also reduces the manual effort of data entry, enabling an effortless and efficient way of handling your finances.
- When this happens...New Bill
Triggers when you add a new bill. (Accounts Payable).
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!Create Record
Creates a new record on a table.
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Name
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your appTable NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
Related categories
Related Zap Templates
- Create sales invoices in Xero when new buttons are clicked in Zapier Tables
- Push a button in Zapier Tables to create an inventory item in Xero
- Create records in Zapier Tables for new sales invoices in Xero
- Create sales invoices in Xero for new records in Zapier Tables
- Track new Xero transactions by creating records in Zapier Tables
- Create records in Zapier Tables for every new contact in Xero
- Create new Xero bills from new records in Zapier Tables
- Create payments in Xero for new records in Zapier Tables
- Create or update Xero contacts when new Zapier Tables buttons are clicked
- Create records in Zapier Tables for updated invoices in Xero