Connect Contractor Foreman and Xero to unlock the power of automation

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Choose a Trigger

Choose an Action

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How Zapier works

Zapier makes it easy to integrate Contractor Foreman with Xero - no code necessary. See how you can get setup in minutes.

Select a trigger from Contractor Foreman

A trigger is an event that starts your Zap and runs the workflow. For example, with Contractor Foreman, a trigger could be "Customer Deleted."

A trigger is the event that kicks off your automated workflow.

Setup an action from Xero

An action is what takes place after the automation is triggered. For example, with Xero, the action could be "Add Items to Existing Sales Invoice."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Contractor Foreman to Xero

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Contractor Foreman + Xero integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Contractor Foreman and Xero

How do I set up the integration between Contractor Foreman and Xero?

To set up the integration, you'll need to create a Zap in our platform. Start by selecting Contractor Foreman as your trigger app and choose the event that will initiate the workflow, such as 'New Project Created'. Then, select Xero as your action app, where you can specify an action like 'Create New Invoice'. Follow through the setup instructions to authenticate both platforms.

Can Contractor Foreman automatically update my Xero invoices?

Yes, with our integration, you can automate updates to invoices in Xero. For instance, if there is a status change in a project within Contractor Foreman - such as 'Project Completed' - you can set it to trigger an update on a corresponding invoice in Xero.

What triggers are available for Contractor Foreman within this integration?

Triggers from Contractor Foreman include events like 'New Project Created', 'Updated Project', and 'New Expense'. These triggers help initiate actions in Xero automatically when specified conditions are met.

What actions can be performed in Xero through this integration?

With our integration setup, you can perform actions in Xero such as creating invoices, updating contacts, or generating a new expense when relevant information flows from Contractor Foreman based on defined triggers.

Does the integration support two-way data sync between Contractor Foreman and Xero?

Our current integration primarily supports a one-way data flow from Contractor Foreman to Xero based on events. While two-way sync isn't supported yet, we continually work on enhancements to expand functionality.

How secure is data transfer between Contractor Foreman and Xero?

We ensure that all data transferred between Contractor Foreman and Xero through our platform is encrypted using industry-standard security protocols. This protects against unauthorized access during transfer.

Can I customize what information is sent from Contractor Foreman to my accounting system?

Absolutely! You can customize the fields and data points transferred from each trigger event in Contractor Foreman when setting up your Zap. This allows for tailored information flow into your accounting system like Xero.

Connect Contractor Foreman and Xero to integrate crucial parts of your business

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Customer Deleted
Triggers when customer is deleted.
Trigger
Instant
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File Uploaded
Triggers when upload File is uploaded.
Trigger
Instant
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Lead Archived
Triggers when lead is Archived.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Address1
- Address2
- City
- State
- Zip
- Phone
Action
Write

- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Status
- Type
Trigger
Scheduled
Try It

- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
- Status
Trigger
Scheduled
Try It
- Organization
  Required
- Payment_type
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Primary Person - Email
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_description
  Required
- Line_quantity
  Required
- Line_unit_amount
  Required
- Line_account_code
- Line_tax_type
- Line_tracking
Action
Write
- Organization
  Required
- Invoice_type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Is Sold
  Required
- Is Purchased
  Required
- Name
  Required
- Item Code
  Required
Action
Search or write

Customer Archived
Triggers when customer is Archived.
Trigger
Instant
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Lead Deleted
Triggers when lead is deleted.
Trigger
Instant
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Address1
- Address2
- City
- State
- Zip
- Phone
Action
Write
- Organization
  Required
Trigger
Scheduled
Try It
- Organization
  Required
Trigger