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 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.

Adds a person to the Email platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.

Creates a person in Delighted but does not send a survey. Only use this Action if you plan on programmatically adding responses to Delighted. Otherwise, use our Actions for "Send Email Survey" or "Send SMS Survey" to actually dispatch a survey.

Removes a person from the Email platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.

Sends an Email platform survey

Add a person to your unsubscribe list.

Retrieves the current Autopilot configuration for the desired platform (Email or SMS).

Provides your account's metrics for a specific Project. By default, we'll return results based on your

Triggers when a new quote is created.

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

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.

Adds a person to the SMS platform Autopilot list and schedules a survey for future sending. Updates the person's properties if the person is already in the Autopilot list.

Creates a response in Delighted. This should only be used if programmatically adding responses to Delighted (ex. using our Add Person + Add Response Zaps). Otherwise, use our "Send Email Survey" or "Send SMS Survey" Actions to dispatch a survey. Adding responses requires a person ID and score at minimum.

Removes a person from the SMS platform Autopilot list and cancels all related scheduled surveys. Does not affect any historical responses.

Send SMS platform survey

Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.

List all Autopilot memberships for the desired platform (Email or SMS), or list the Autopilot membership status for one specific person within the desired platform.

Finds a Person record in your Delighted instance. Not required if you're adding a person using the "Add Person" Action.