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.

Creates or Updates a appointment.

Creates or Updates Products and Services.

Creates or Updates a customer.

Create or Update a job.

Creates a new note.

Sends an organization an offer reminder.

Finds an existing appointment.

Finds an existing product or service.

Finds an existing job.

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.

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.

Send a payload to the inbound connector.

Creates 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.

Creates or Updates a Calendar Event.

Updates the offer status for an organization e.g.

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

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

Creates or Updates a user (field worker or dispatcher).

Finds an existing Invoice or Estimate.

Finds an existing customer.

Finds an existing job offer.

Finds an existing technician or dispatcher.