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 contact is added to a list. This feature is available exclusively in the Freshsales suite and Freshmarketer, capable of retrieving 1,000 records in a single polling.

Triggers when a new account is created and retrieves 1,000 records in a single polling.

Triggers when a contact is updated and retrieves 1,000 records in a single polling.

Triggers when a new deal is created and retrieves 1,000 records in a single polling.

Add a meeting to the selected module

Add a Task to the selected module

Creates a new record on custom module.

This action will help to create a custom sales activity for given deal.

Creates a Marketing Event and this action will function only for Freshsales Suite and Freshmarketer account.

Updates an existing account.

update an existing deal

Find an existing account.

Find an existing contact.

Find an existing contact.

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.

Triggers when a deal is updated and retrieves 1,000 records in a single polling.

Triggers when an account is updated and retrieves 1,000 records in a single polling.

Triggers when a new contact is created and retrieves 1,000 records in a single polling.

Adds a file to selected module records.

Adds a note to a contact.

Creates a new account.

Creates a new contact.

Creates a new deal.

Creates a note in the selected Module inside Freshsales Suite

Updates an existing contact.

Search an existing User with the matching email ID.

Search an existing Deal.

Find an existing account.