Triggers when a document is updated.

Triggers when a file is created.

Triggers when a task is created.

Triggers when a contact is created for a vendor.

Triggers when a vendor is updated.

Give a user direct access to a JobTread record.

Create a new customer including optional contacts, locations, and jobs.

Create a new Daily Log.

Create a new location.

Create a new vendor including optional contacts, locations, and jobs.

Import a task template to a JobTread item.

Update an existing customer.

Update an existing location.

Update an existing vendor.

Search for a customer by name or custom field value

Search for a location by name or custom field value

Search for a vendor by name or custom field value

Triggers when you add a new bill. (Accounts Payable).

Triggers when a new credit note is created.

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Triggers when you receive a new payment.

Triggers when a new project is created. May not trigger if there are more than 500 projects.

Triggers when a new quote is created.

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a new employee is updated (Exclusively for Australian Instances).

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 when one of the selected events occurs.

Triggers when a file is updated.

Triggers when a task is updated.

Triggers when a vendor is created.

Advanced users only. Run JobTread queries with custom JavaScript. Can handle multiple async calls. Return desired output as an object.

Create a comment on a JobTread item.

Create a new contact for a customer.

Create a new job.

Create a new task.

Create a new contact for a vendor.

Advanced users only. Run a custom API query.

Update an existing job.

Update an existing task.

Upload files to a JobTread item.

Search for a job by number or custom field value

Search for a membership by user name or email address.

Triggers when a new bank transaction is created.

Triggers when you add a new contact.

Triggers when a new employee is created (Exclusively for Australian Instances).

Triggers when a sales invoice is overdue by a specified number of days.

Triggers when a new payslip is created.

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 contact is created or updated.

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.