Find account information. This includes all of the members information, contacts, medical information, and more. Select the information you want/need for your workflow.

Find program information. This includes name & I.D., start/end date, and more. Select the information you want/need for your workflow.

Finds invoice information. This includes its Id, date, description, amount invoiced, amount paid, taxes, customer, etc. Select the information you want/need for your workflow.

Find a list of journal entries from a date range.

Finds a single payment by id or a list of all payments on a given date. Payment information includes customer id, date, method, a reconciled array of line items, etc.

Find client information. This includes account & contact details, medical information, skills, and more. Select the information you want/need for your workflow.

Find all activities in your organization. This includes information such as: program, category, subcategory, activity name, start/end date and time, etc.

Triggers when a new bank transaction is created.

Triggers when you add a new contact.

Triggers when a new employee is created (Exclusively for Australian Instances).

Triggers when a sales invoice is overdue by a specified number of days.

Triggers when a new payslip is created.

Triggers when a new purchase order is created or enters a status for the first time.

Triggers when a payment is reconciled for the first time.

Triggers when a contact is created or updated.

Triggers when a Sales Invoice is updated.

Adds line items to an existing sales invoice.

Creates or updates one or more stock items.

Creates a new Spend/Receive Money bank transaction.

Creates a new contact or updates a contact if a contact already exists.

Creates a new quote draft.

Deletes a credit note allocation on an invoice.

Creates an employee in Xero. (Exclusively for Australian Instances)

Creates a new bill (Accounts Payable).

Applies a payment to an invoice.

Creates a new purchase order for a contact.

Updates an existing employee in Xero. (Exclusively for Australian Instances)

Updates an existing quote.

Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.

Finds a contact by name or account number.

Finds an employee based on email.

Finds a Purchase Order

Returns a list of History Records for a given Invoice ID.

Finds an item by name or code.

Finds or creates a specific contact.

Create an Admin booking for a Location/Facility in Amilia.

Get facility information. This includes name & I.D., address, phone number, and more for each facility. Select the information you want/need for your workflow.

Find a list of donations on a given date

Finds invoice items information. This includes its Id, date, description, type, ledger code, amount invoiced, amount paid, taxes, customer, participant etc.

Find every participants registered to an activity. Leverage information like names, date of birth, contact, account owner contacts, etc.

Find a rental purchase form questions and answers. Unlike the permanent "person" forms, "purchase" forms only exist in the context of a rental occurence. The data recieved includes any extra questions you have added to the purchase form of a given rental.

Find a single activity from its unique identifier. This includes information such as: program, category, subcategory, activity name, start/end date and time, etc.

Get all extra question answers for all persons in a membership.

Triggers when you add a new bill. (Accounts Payable).

Triggers when a new credit note is created.

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Triggers when you receive a new payment.

Triggers when a new project is created. May not trigger if there are more than 500 projects.

Triggers when a new quote is created.

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a new employee is updated (Exclusively for Australian Instances).

Triggers when a quote is created or updated.

Add a note which will appear in the invoice history.

Allocates a credit note to an invoice.

Transfers money between two bank accounts.

Creates a new account.

Creates a new credit note for a contact.

Send Sales Invoice by Email

Creates an inventory item.

Creates a new sales invoice (Accounts Receivable).

Creates a new project for a contact.

Creates a template that generates regular invoices.

Updates an existing Purchase Order.

Updates existing sales invoice (Accounts Receivable).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a credit note by number or reference and retrieves its PDF.

Find a specific invoice using its unique Invoice ID.

Finds quotes by contact ID.

Finds an invoice by number or reference.

Finds a payment by ID or reference.

Finds or creates an item.