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 new channel is created within a team.

Triggers when a new message is received in a chat.

Triggers when a new member is added to a team. Requires installation of the

Triggers when a new reply is added to a message in a channel. Requires installation of the

Creates a new one-on-one chat between you and a team member.

Edit an existing message in a chat.

Creates a reply to a channel message.

Sends a message to a public channel from the Zapier bot. Requires installation of the

Sends a message to an existing chat.

Sets your availability status.

Updates an existing chat message that contains an adaptive card. You can replace the card, or disable its buttons to mark a decision (for example, after an approval).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a channel message by its ID within a specified team and channel and returns the message details including any attachments.

Finds a chat message by its ID within a specified chat and returns the message details including any attachments.

Finds public channels by name within a team.

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 when a member or highlight word is mentioned in a channel. Requires installation of the

Triggers when a new message is posted in a channel. Requires installation of the

Creates a new channel within a team. Requires installation of the

Creates a new chat (one-on-one or group) and sends an initial message. If you select only yourself, no chat is created — the message is sent to your own Teams chat (shown as "(You)" in the Chat dropdown).

Creates a new private channel within a team. Requires installation of the

Posts an approval card to a chat or public channel and waits for someone to approve or decline it. Returns the decision, who responded, and any form inputs they filled in. Requires installation of the

Sends a message to an existing channel.

Sends a message with an adaptive card to a Teams chat or channel. Cards can include rich content, buttons, and interactive elements.

Soft-deletes a message in a chat. You can only delete messages you sent.

Updates your profile information including name, phone numbers, about me, and birthday. Note: Phone fields require admin-approved User-Phone.ReadWrite.All permission.

Finds a channel by its ID within a specified team and returns the channel details.

Finds a chat by its ID and returns the chat details including the member list.

Finds a team member by name or email.