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Cascade Strategy + Xero Integrations

How to connect Cascade Strategy + Xero

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Supported triggers and actions

What does this mean?
  • Cascade Strategy triggers, actions, and search
    Update Action Current Progress
    Updates an Action
    Action
    Write
  • Cascade Strategy triggers, actions, and search
    Update Measure Current Value
    Updates a measure current value
    Action
    Write
  • Cascade Strategy triggers, actions, and search
    Update Measure Historical Values
    Updates historical values of a measure
    Action
    Write
  • Xero triggers, actions, and search
    New Bank Transaction
    Triggers when a new bank transaction is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Bill
    Triggers when you add a new bill. (Accounts Payable)
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Payment
    Triggers when you receive a new payment.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Purchase Order
    Triggers when a new purchase order is created or enters a status for the first time.
    Trigger
    Scheduled
  • Xero

    Triggers when a new quote is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new draft expense claim receipt.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new sales invoice. (Accounts Receivable)

    Scheduled

    Trigger

  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

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

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

How Cascade Strategy + Xero Integrations Work

  1. Step 1: Authenticate Cascade Strategy and Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
cascade-strategy logo
cascade-strategy logo

About Cascade Strategy

Cascade helps organizations plan, execute, measure, and adapt their strategies in one place so they see business results faster.

Related categories

  • Business Intelligence
xero logo
xero logo

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 more

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