Connect Autotask and Xero to unlock the power of automation

Triggers when an opportunity is updated.

Triggers when an existing ticket is updated.

Creates a contact.

Creates a new knowledge base article.

Creates a quote.

Update a company.

Updates an opportunity.

Update a task.

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

Finds a contract by ID and/or company ID.

Finds a contact.

Finds a quote.

Finds a country.

Finds a resource.

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 credit note for a contact.

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 existing sales invoice (Accounts Receivable).

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

Finds an employee based on email.

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

Finds an item by name or code.

Finds or creates an item.

Triggers when a ticket note is updated or created.

Triggers when a company is updated.

Triggers when a project is updated.

Triggers when a task is updated.

Triggers when a Time Entry is updated.

Creates a ticket.

Creates a new expense report.

Creates an opportunity.

Creates a task.

Update a contact.

Updates a quote.

Updates a ticket.

Finds an account.

Finds a Company.

Finds an opportunity.

Finds a ticket.

Finds a currency.

Find a company by company name or ID. Optionally, create one if none are found.

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 quote draft.

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.

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 a Purchase Order

Finds an invoice by number or reference.

Finds or creates a specific contact.