Dispatch + Xero Integrations
How to connect Dispatch + Xero
Zapier lets you send info between Dispatch and Xero automatically—no code required.
Popular Dispatch + Xero workflows
Add Dispatch customers from new customer entries in Xero
Add Dispatch customers from new customer entries in XeropremiumAdd Dispatch invoices from new invoices in Xero
Add Dispatch invoices from new invoices in Xeropremium
New EventTriggers when an update is made to Dispatch.Trigger- Send to ConnectorSend a payload to the inbound connector.Action
- Create or Update AppointmentCreates or Updates a appointment.Action
- Create or Update Invoice or EstimateCreates or Updates a New Invoice or Estimate. This action will also auto-create Product/Service catalog items on the fly if they do not exist already.Action
- Create or Update Product or ServiceCreates or Updates Products and Services.Action
- Create or Update Calendar EventCreates or Updates a Calendar Event.Action
- Create or Update CustomerCreates or Updates a customer.Action
- Update Organization Offer StatusUpdates the offer status for an organization e.g.Action
- Dispatch
Create or Update a job.
Scheduled
Action
- Dispatch
Creates or Updates a Job Offer. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to
Scheduled
Action
- Dispatch
Creates a new note.
Scheduled
Action
- Dispatch
Creates or Updates an organization. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to
Scheduled
Action
- Dispatch
Sends an organization an offer reminder.
Scheduled
Action
- Dispatch
Creates or Updates a user (field worker or dispatcher).
Scheduled
Action
- Dispatch
Finds an existing appointment.
Scheduled
Action
- Dispatch
Finds an existing Invoice or Estimate.
Scheduled
Action
- Dispatch
Finds an existing product or service.
Scheduled
Action
- Dispatch
Finds an existing customer.
Scheduled
Action
- Dispatch
Finds an existing job.
Scheduled
Action
- Dispatch
Finds an existing job offer.
Scheduled
Action
- Dispatch
Finds an existing organization. If you only dispatch jobs to a single organization you will not need to use this search as the organization will default.
Scheduled
Action
- Dispatch
Finds an existing technician or dispatcher.
Scheduled
Action
- Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
- Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
- Xero
Triggers when you add a new contact.
Scheduled
Trigger
- Xero
Triggers when you receive a new payment.
Scheduled
Trigger
- Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
- 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 Dispatch + Xero Integrations Work
- Step 1: Authenticate Dispatch and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Dispatch
About Xero
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