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Airtable + Xero

Create sales invoices in Xero for new Airtable records

Effortlessly manage your sales process by connecting Airtable and Xero with this seamless workflow. Whenever a new record is added in Airtable, a sales invoice will be created in Xero, streamlining your invoicing process and saving time on data entry. Stay organized and efficient with this simple automation between Airtable and Xero.

Effortlessly manage your sales process by connecting Airtable and Xero with this seamless workflow. Whenever a new record is added in Airtable, a sales invoice will be created in Xero, streamlining your invoicing process and saving time on data entry. Stay organized and efficient with this simple automation between Airtable and Xero.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Lookup FieldRequired

    • Secondary Lookup Field

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Search by Field

    • Search Value

    • Search for Exact Match?

    • Search Formula

    • Limit to View

    • Include file contents?

    Action
    Search
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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xero logo
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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.

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