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  • Xero logoXero logo

JobNimbus + Xero Integrations

How to connect JobNimbus + Xero

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  • JobNimbus triggers, actions, and search
    Activity Created
    Trigger when a new activity is created.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Contact Created, Modified or Deleted
    Trigger when a new contact is created, modified or deleted.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Job Created, Modified or Deleted
    Trigger when a new job is created, modified or deleted.
    Trigger
    Instant
  • JobNimbus triggers, actions, and search
    Create Attachment
    Creates a new attachment.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Create Contact (Legacy)
    Creates a new contact.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Create Contact
    Creates a new contact with Display Name.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Update Contact (Legacy)
    Update an existing contact.
    Action
    Write
  • JobNimbus triggers, actions, and search
    Update Contact
    Update an existing contact with Display Name.
    Action
    Write
  • JobNimbus

    Search for a JobNimbus contact by Email.

    Scheduled

    Action

  • JobNimbus

    Search for a JobNimbus contact by ID.

    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 JobNimbus + Xero Integrations Work

  1. Step 1: Authenticate JobNimbus and Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
jobnimbus logo
jobnimbus logo

About JobNimbus

JobNimbus CRM + Project Management for the service industry.
Learn more
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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