Connect Coaching Loft to Xero and automate any workflow

Add a new engagement to your account

Adds a new Session log to your Coaching Logs.

Triggers when a new credit note is created.

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

Triggers when you add a new draft expense claim receipt.

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

Triggers when an invoice is updated.

Allocates a credit note to an invoice.

Transfers money between two bank accounts.

Creates a new quote draft.

Send Sales Invoice by Email

Creates a new bill (Accounts Payable).

Applies a payment to an invoice.

Creates a new purchase order for a contact.

Updates existing sales invoice (Accounts Receivable).

Finds a contact by name or account number.

Finds an item by name or code.

Finds or creates an item.

Add a new Invoice to a specific client/coachee

Triggers when a new bank transaction is created.

Triggers when you receive a new payment.

Triggers when a new quote is created.

Triggers when a payment is reconciled for the first time.

Triggers when a contact is created or updated.

Adds line items to an existing sales invoice.

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 inventory item.

Creates a new sales invoice (Accounts Receivable).

Creates a new project for a contact.

Creates a repeated sales invoice (Accounts Receivable)

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

Finds an invoice by number or reference.

Finds or creates a specific contact.