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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Deal Stage Changed" from Agiled.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Deal Stage Changed
Triggers when Agiled emits deal.stage_changed.
Trigger
Instant
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Document Signed
Triggers when Agiled emits document.signed.
Trigger
Instant
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Leave Approved
Triggers when Agiled emits leave.approved.
Trigger
Instant
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Leave Rejected
Triggers when Agiled emits leave.rejected.
Trigger
Instant
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New Account
Triggers when Agiled emits account.created.
Trigger
Instant
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New Contact
Triggers when Agiled emits contact.created.
Trigger
Instant
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New Employee
Triggers when Agiled emits employee.created.
Trigger
Instant
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New Expense
Triggers when Agiled emits expense.created.
Trigger
Instant
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New Form Submission
Triggers when Agiled emits form_submission.received.
Trigger
Instant
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New Project
Triggers when Agiled emits project.created.
Trigger
Instant
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New Ticket
Triggers when Agiled emits ticket.created.
Trigger
Instant
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Paid Invoice
Triggers when Agiled emits invoice.paid.
Trigger
Instant
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Task Status Changed
Triggers when Agiled emits task.status_changed.
Trigger
Instant
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Updated Appointment
Triggers when Agiled emits appointment.updated.
Trigger
Instant
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Updated Deal
Triggers when Agiled emits deal.updated.
Trigger
Instant
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Updated Employee
Triggers when Agiled emits employee.updated.
Trigger
Instant
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Updated Expense
Triggers when Agiled emits expense.updated.
Trigger
Instant
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Updated Invoice
Triggers when Agiled emits invoice.updated.
Trigger
Instant
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Updated Project
Triggers when Agiled emits project.updated.
Trigger
Instant
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Updated Ticket
Triggers when Agiled emits ticket.updated.
Trigger
Instant
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- Booking Page
  Required
- Event Type
  Required
- Invitee Name
  Required
- Invitee Email
  Required
- Invitee Phone
- Start Time
  Required
- Timezone
- Notes
- Intake Payload JSON
Action
Write
- Name
  Required
- Email
- Phone
- Owner
- Visibility
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Account
- Role
- Status
- Has Portal Access
Action
Write
- Title
  Required
- Type
  Required
- Template
- Account
- Contact
- Assigned User
- Status
- Due Date
- Expiry Date
- Recipients JSON
- Content JSON
- Settings JSON
- Theme JSON
Action
Write
- Account
  Required
- Contact
- Estimate Number
- Issue Date
- Expiry Date
- Currency
- Status
- Recipient Email
- Notes
- Description
  Required
- Quantity
- Price
  Required
- Product
- Discount %
- Tax Rate %
- Unit
Action
Write
- Amount
  Required
- Expense Date
  Required
- Currency
- Account
- Project
- Vendor
- Category
- Status
- Billable
- Description
- Notes
Action
Write
- Name
  Required
- Title
  Required
- Slug
- Description
- Active
- Fields JSON
  Required
- Notification Email
- Redirect URL
- Success Message
- Appearance JSON
- Payment Settings JSON
Action
Write
- Account
  Required
- Amount
  Required
- Payment Date
  Required
- Currency
- Invoice
- Payment Method
- Transaction Reference
- Status
- Notes
Action
Write
- Name
  Required
- Price
- Currency
- SKU
- Type
- Pricing Mode
- Active
- Description
Action
Write
- Title
  Required
- Project
- Assigned User
- Description
- Status
- Priority
- Start Date
- Due Date
- Estimated Hours
- Milestone
Action
Write
- Start Time
  Required
- End Time
  Required
- Project
- Task
- User
- Billable
- Billable Rate
- Description
- Notes
Action
Write
- Document
  Required
- Subject
  Required
- Body
  Required
- To
  Required
- CC
- BCC
Action
Write
- Account
  Required
- Name
- Email
- Phone
- Owner
- Visibility
Action
Write
- Contact
  Required
- First Name
- Last Name
- Email
- Phone
- Account
- Role
- Status
- Has Portal Access
Action
Write
- Document
  Required
- Title
- Type
- Template
- Account
- Contact
- Assigned User
- Status
- Due Date
- Expiry Date
- Recipients JSON
- Content JSON
- Settings JSON
- Theme JSON
Action
Write
- Estimate
  Required
- Account
- Contact
- Estimate Number
- Issue Date
- Expiry Date
- Currency
- Status
- Recipient Email
- Notes
- Description
- Quantity
- Price
- Product
- Discount %
- Tax Rate %
- Unit
Action
Write
- Expense
  Required
- Amount
- Expense Date
- Currency
- Account
- Project
- Vendor
- Category
- Status
- Billable
- Description
- Notes
Action
Write
- Form
  Required
- Name
- Title
- Slug
- Description
- Active
- Fields JSON
- Notification Email
- Redirect URL
- Success Message
- Appearance JSON
- Payment Settings JSON
Action
Write
- Payment
  Required
- Account
- Amount
- Payment Date
- Currency
- Invoice
- Payment Method
- Transaction Reference
- Status
- Notes
Action
Write
- Product
  Required
- Name
- Price
- Currency
- SKU
- Type
- Pricing Mode
- Active
- Description
Action
Write
- Task
  Required
- Title
- Project
- Assigned User
- Description
- Status
- Priority
- Start Date
- Due Date
- Estimated Hours
- Milestone
Action
Write
- Time Entry
  Required
- Start Time
- End Time
- Project
- Task
- User
- Billable
- Billable Rate
- Description
- Notes
Action
Write
- Event Type
- User
- Status
- Date From
- Date To
- Search
Action
Search
- Email
- Full Name
Action
Search
- Search
- Status
- Type
Action
Search
- Estimate Number
- Status
- Account
- Search
Action
Search
- Account
- Status
- Vendor
- Category
- Search
Action
Search
- Search
- Status
Action
Search
- Invoice
- Status
- Payment Method
Action
Search
- Search
- SKU
- Type
- Active
Action
Search
- Title
- Status
- Project
Action
Search
- User
- Project
- Task
- Date From
- Date To
Action
Search
- Organization
  Required
Trigger
Polling
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- Organization
  Required
Trigger
Polling
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- Organization
  Required
Trigger
Polling
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- Organization
  Required
- Days_overdue
  Required
Trigger
Polling
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- Trigger_info
- Organization
  Required
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Trigger
Polling
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- Organization
  Required
- Purchase Order Status
Trigger
Polling
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- Organization
  Required
- Payment_type
Trigger
Polling
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- Organization
  Required
Trigger
Polling
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- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
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- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Warning_message
- Credit Note ID
  Required
- Allocation ID
  Required
Action
Write
- Info
- Organization
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Reference
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Document Type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact (supplier)
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Purchase Order Status
Action
Write
- Info
- Organization
  Required
- Employee
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Quote ID
  Required
- Quote Number
- Status
- Contact
  Required
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Email
Action
Search
- Organization
  Required
- Search By
  Required
- Order ID or Number
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

Deal Status Changed
Triggers when Agiled emits deal.status_changed.
Trigger
Instant
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Estimate Accepted
Triggers when Agiled emits estimate.accepted.
Trigger
Instant
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Leave Cancelled
Triggers when Agiled emits leave.cancelled.
Trigger
Instant
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Leave Requested
Triggers when Agiled emits leave.requested.
Trigger
Instant
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New Appointment
Triggers when Agiled emits appointment.created.
Trigger
Instant
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New Deal
Triggers when Agiled emits deal.created.
Trigger
Instant
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New Estimate
Triggers when Agiled emits estimate.created.
Trigger
Instant
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New File
Triggers when Agiled emits file.created.
Trigger
Instant
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New Invoice
Triggers when Agiled emits invoice.created.
Trigger
Instant
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New Task
Triggers when Agiled emits task.created.
Trigger
Instant
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New Time Entry
Triggers when Agiled emits time_entry.created.
Trigger
Instant
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Payment Received
Triggers when Agiled emits payment.completed.
Trigger
Instant
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Updated Account
Triggers when Agiled emits account.updated.
Trigger
Instant
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Updated Contact
Triggers when Agiled emits contact.updated.
Trigger
Instant
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Updated Document
Triggers when Agiled emits document.updated.
Trigger
Instant
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Updated Estimate
Triggers when Agiled emits estimate.updated.
Trigger
Instant
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Updated File
Triggers when Agiled emits file.updated.
Trigger
Instant
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Updated Payment
Triggers when Agiled emits payment.updated.
Trigger
Instant
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Updated Task
Triggers when Agiled emits task.updated.
Trigger
Instant
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Updated Time Entry
Triggers when Agiled emits time_entry.updated.
Trigger
Instant
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- Appointment
  Required
- Reason
Action
Write
- Title
  Required
- Slug
- Owner
- Event Types
- Description
- Welcome Message
- Thank You Message
- Active
- Theme Color
- Redirect URL
Action
Write
- Name
  Required
- Pipeline
  Required
- Stage
- Account
- Value
- Currency
- Status
- Probability
- Expected Close Date
- Description
Action
Write
- Name
  Required
- Type
  Required
- Category
- Description
- Active
- Default
- Content JSON
- Settings JSON
- Theme JSON
Action
Write
- Name
  Required
- Owner
- Form
- Slug
- Duration Minutes
- Timezone
- Location Type
- Location Details
- Active
- Paid
- Price
- Currency
- Description
- Custom Questions JSON
- Availability Days JSON
- Advanced Settings JSON
- UI Settings JSON
Action
Write
- Original Name
  Required
- Name
- MIME Type
  Required
- Size Bytes
  Required
- Storage Key
- File Path
- File Type
- SHA-256 Checksum
Action
Write
- Account
  Required
- Contact
- Invoice Number
- Issue Date
- Due Date
- Currency
- Status
- Recipient Email
- Notes
- Description
  Required
- Quantity
- Price
  Required
- Product
- Discount %
- Tax Rate %
- Unit
Action
Write
- Name
  Required
- Description
- Default
- Stages JSON
  Required
Action
Write
- Name
  Required
- Description
- Account
- Owner
- Status
- Start Date
- End Date
- Budget
- Visibility
Action
Write
- Subject
  Required
- Description
- Status
- Priority
- Account
- Contact
- Project
- Due Date
- Source
- Type
Action
Write
- Appointment
  Required
- Start Time
  Required
- End Time
  Required
- Timezone
Action
Write
- Form
  Required
- Submission Data JSON
  Required
Action
Write
- Booking Page
  Required
- Title
- Slug
- Owner
- Event Types
- Description
- Welcome Message
- Thank You Message
- Active
- Theme Color
- Redirect URL
Action
Write
- Deal
  Required
- Name
- Pipeline
- Stage
- Account
- Value
- Currency
- Status
- Probability
- Expected Close Date
- Description
Action
Write
- Document Template
  Required
- Name
- Type
- Category
- Description
- Active
- Default
- Content JSON
- Settings JSON
- Theme JSON
Action
Write
- Event Type
  Required
- Name
- Owner
- Form
- Slug
- Duration Minutes
- Timezone
- Location Type
- Location Details
- Active
- Paid
- Price
- Currency
- Description
- Custom Questions JSON
- Availability Days JSON
- Advanced Settings JSON
- UI Settings JSON
Action
Write
- File
  Required
- Original Name
- Name
- MIME Type
- Size Bytes
- Storage Key
- File Path
- File Type
- SHA-256 Checksum
Action
Write
- Invoice
  Required
- Account
- Contact
- Invoice Number
- Issue Date
- Due Date
- Currency
- Status
- Recipient Email
- Notes
- Description
- Quantity
- Price
- Product
- Discount %
- Tax Rate %
- Unit
Action
Write
- Pipeline
  Required
- Name
- Description
- Default
- Stages JSON
Action
Write
- Project
  Required
- Name
- Description
- Account
- Owner
- Status
- Start Date
- End Date
- Budget
- Visibility
Action
Write
- Ticket
  Required
- Subject
- Description
- Status
- Priority
- Account
- Contact
- Project
- Due Date
- Source
- Type
Action
Write
- Name
- Email
Action
Search
- Search
- Active
Action
Search
- Name
- Status
Action
Search
- Search
- Type
Action
Search
- Search
- Active
- User
Action
Search
- Search
- File Type
Action
Search
- Invoice Number
- Status
Action
Search
- Search
Action
Search
- Name
- Status
Action
Search
- Subject
- Status
- Priority
- Account
- Contact
Action
Search
- Search
Action
Search
- Organization
  Required
- Status
Trigger
Polling
Try It
- Organization
  Required
- Status
- Type
Trigger
Polling
Try It
- Organization
  Required
- Report Type
  Required
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
- Project State
Trigger
Polling
Try It
- Organization
  Required
- Quote Status
Trigger
Polling
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Code
  Required
- Name
  Required
- Type
  Required
Action
Write
- Organization
  Required
- Type
  Required
- Contact
  Required
- Date
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- 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
- 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
- Quantity
  Required
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
  Required
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Info
- Organization
  Required
- Invoice_id
  Required
- Contact
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Invoice_number
- Line_amount_types
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
- Include PDF File
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Contact ID
- Quote Number
- Status
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Search or write

For AI agents & developers

Use Agiled and Xero with AI agents and code

Beyond Zap workflows. Call Agiled and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Agiled and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Book Appointment
Add Items to Existing Sales Invoice

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Agiled and Xero actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* agiled / xero action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Agiled and Xero to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Xero on the Zapier blog

Make work flow with AI

Level up your Agiled to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Agiled

Agiled is an AI-powered business management platform for CRM, projects, invoices, contracts, scheduling, workflows, and client collaboration.

HelpHelp

Related categories

Project Management

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn moreLearn moreHelpHelp

Related categories

Accounting

Similar apps

QuickBooks Online

Accounting

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Accounting

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Connect Agiled and Xero to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Agiled and Xero with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Agiled and Xero to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Xero on the Zapier blog

5 ways to use the Zapier Xero integration

Make work flow with AI

Connect Agiled to Xero on the world's largest no-code automation platform