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.

Triggers when a Folderit API GET request returns a new record.

Triggers when a new Folderit folder is created in the selected location.

Triggers when an actionable Folderit workflow request is assigned to the connected user.

Triggers when selected Folderit task and workflow events occur.

Uploads a new version to an existing Folderit file while preserving its UID and history.

Creates a typed Folderit eForm record after validating every mapped field.

Creates or updates one explicit Folderit public link with READ or PREVIEW access and verifies it.

Creates or updates one exact private Folderit share without broadening access recursively, then verifies the result.

Copies one Folderit record with explicit safe defaults and returns the ordered duplicate UID when complete.

Sends a request to a Folderit API endpoint with custom parameters.

Lists the current workflow progress visible for one Folderit record.

Lists Folderit eForm/data types and their exact typed field UIDs.

Lists files, folders, or both inside one Folderit folder.

Lists attachment metadata for one Folderit task without exposing signed download URLs.

Lists, adds, or removes an exact Folderit record relation without deleting either record.

Revokes one exact Folderit share only after typed confirmation and verifies that it is absent or deleted.

Updates only explicitly mapped Folderit eForm fields and verifies the exact readback.

Creates or updates metadata fields on a Folderit file or folder.

Searches Folderit records using content, metadata, document, folder, tag, type, and date filters.

Finds a Folderit file or folder by UID, name, document number, or metadata value.

Gets one Folderit file, folder, or eForm/data-item record by its exact UID.

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, optionally filtered by contact, quote number, or status.

Finds an invoice by number or reference.

Finds a payment by ID or reference.

Finds or creates an item.

Triggers once for each new version added to a Folderit file.

Triggers when a new file is added to the selected Folderit folder, optionally including subfolders.

Triggers when selected Folderit record events occur, including create, update, move, share, tag, and metadata changes.

Creates a tracked Folderit approval request for a file or folder and an email recipient.

Creates one validated Folderit task for an exact record and recipient.

Creates or updates one exact Folderit reminder in a bounded record scope and verifies the saved result.

Downloads a Folderit file for use in later Zap steps without exposing Folderit credentials.

Finds an existing Folderit folder path or safely creates the missing folders.

Gets a bounded, permission-aware Folderit audit trail for one record or the account.